Quantum Value Fund(IDCW)
Ticker: mf15916
Decent
68/100
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Business Overview
Quantum Value Fund (IDCW) is a mutual fund designed for investors seeking long-term capital appreciation through a value investing approach. It targets individuals looking to build wealth by investing in fundamentally strong companies that are undervalued in the market. This fund matters as it offers a disciplined strategy in a volatile market, focusing on quality over quantity. With a transparent investment process and a commitment to ethical investing, Quantum Value Fund empowers investors to achieve their financial goals with confidence.
- Long-term capital appreciation focus
- Invests in fundamentally strong companies
- Disciplined value investing approach
- Transparent and ethical investment process
- Ideal for wealth-building investors
- Managed by experienced investment professionals
Investment Thesis
Quantum Value Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a robust choice for retail investors seeking long-term gains.
- Strong promoter group with a proven track record enhances trust and stability.
- Digital services sector poised for exponential growth, offering substantial upside.
- Attractive valuation metrics compared to industry peers, indicating potential for price appreciation.
- Focus on value investing aligns with long-term wealth creation strategies.
- Robust risk management practices bolster investor confidence.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversification across sectors
- Potential for high returns
- Experienced management team
- Growing interest in value investing
Risks ⚠️
- Market volatility impact
- High expense ratio
- Limited liquidity
- Dependence on economic cycles
- Regulatory changes affecting funds
Peer Perspective
Quantum Value Fund (IDCW) trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A sustained improvement in margin stability could trigger a favorable rerating in this competitive landscape.
📊 Stock Investment Checklist (100 Points)
Quantum Value Fund(IDCW) • Updated: 2025-10-01 16:23:39
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10BusinessHighThe fund is invested in sectors with potential for growth, but lacks a strong moat.
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10GrowthHighRevenue and profit growth have been inconsistent over recent quarters.
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10ProfitabilityHighROE and ROCE are moderate, with OCF showing some volatility.
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8ValuationHighValuation metrics are higher than peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows moderate debt levels, but liquidity is adequate.
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6GovernanceGoodPromoter holding is decent, but there are concerns about pledging.
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5DriversGoodGrowth drivers are limited, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The Quantum Value Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.