Quantum Value Fund

Ticker: mf13066
Risky 48/100

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Business Overview

Quantum Value Fund is a mutual fund designed for Indian investors seeking long-term capital appreciation through value investing. It focuses on identifying undervalued companies with strong fundamentals, making it ideal for those looking to build wealth over time. This fund matters as it aims to deliver superior returns while managing risk effectively. With a disciplined investment approach, it caters to both seasoned investors and newcomers looking to grow their portfolios sustainably.

  • Long-term capital appreciation
  • Focus on undervalued companies
  • Strong fundamentals
  • Disciplined investment approach
  • Ideal for both seasoned and new investors
  • Risk management focus

Investment Thesis

Quantum Value Fund stands out due to its credible promoter group, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term gains.

  • Strong backing from a reputable promoter group enhances trust and stability.
  • Significant growth potential in digital services aligns with market trends.
  • Valuation metrics indicate an attractive entry point versus industry peers.
  • Focus on value investing principles supports sustainable returns.
  • Proven track record of performance adds to investor confidence.

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversified investment portfolio
  • Experienced management team
  • Increasing market demand for value stocks
Risks ⚠️
  • Market volatility affecting returns
  • Regulatory changes impacting operations
  • High competition in investment sector
  • Economic downturns influencing performance

Peer Perspective

Quantum Value Fund trades at a discount compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A rerating could occur if it demonstrates consistent margin stability and accelerated growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Quantum Value Fund • Updated: 2025-09-29 16:18:48
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent over the past few years.
  • 8
    Profitability
    High
    ROE and ROCE are below industry averages, with cash flow not consistently outpacing net profit.
  • 10
    Valuation
    High
    Valuation metrics like P/E and P/B are slightly above peers, indicating potential overvaluation.
  • 6
    Balance
    Good
    The balance sheet shows moderate debt levels but adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is stable, but there are concerns about pledging and transparency.
  • 5
    Drivers
    Good
    Growth drivers are limited, with execution risks present in scaling operations.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 48 / 100 • Risky
The Quantum Value Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.


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