Quantum Value Fund
☆ Add to Watchlist
More Options
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
- Strong long-term growth potential
- Diversified investment portfolio
- Experienced management team
- Increasing market demand for value stocks
- 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.
-
10BusinessHighThe fund operates in a future-ready sector with a clear investment model, but lacks a strong competitive moat.
-
10GrowthHighRevenue and profit growth have been inconsistent over the past few years.
-
8ProfitabilityHighROE and ROCE are below industry averages, with cash flow not consistently outpacing net profit.
-
10ValuationHighValuation metrics like P/E and P/B are slightly above peers, indicating potential overvaluation.
-
6BalanceGoodThe balance sheet shows moderate debt levels but adequate liquidity.
-
7GovernanceHighPromoter holding is stable, but there are concerns about pledging and transparency.
-
5DriversGoodGrowth drivers are limited, with execution risks present in scaling operations.
-
5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.