Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.
As of 31 March 2024, Quantum currently offers 10 schemes and has an asset under management (AuM) of Rs. 2254.97 crores.
A few of the oldest schemes of Quantum Asset Management Company Pvt Ltd. include:
I. Quantum Long Term Equity Value Fund
The Quantum Long Term Equity Value Fund is an equity scheme launched back in 13 March 2006. As of March 31 2021, its average AuM is Rs. 1785.69 crores.
16.75% of the AuM is invested in software sector of companies like Infosys, Wipro, and Tata Consultancy Services. 15.42% of the AuM goes to the finance sector in companies like HDFC, LIC Housing Finance, and Shriram Transport Finance Company. 13.03% of its AuM is invested in the automobile sector like Bajaj Auto, and Mahindra & Mahindra. The rest of the AuM is invested in banks, power, pharmaceuticals, cement, gas, oil, etc.
II. Quantum Liquid Fund
The Quantum Liquid Fund is an open-ended liquid scheme launched in 7 April 2006. As of May 2019, its average AuM stood at Rs. 275.41 Crore.
37.90% of the AuM is invested in government securities, 23.57% in TREPs and net receivable, 24.54% in finance, and 13.99% in energy.
III. Quantum Tax Saving Fund
The Quantum Tax Saving Fund is an open-ended equity-linked saving scheme (ELSS). It has a statutory lock-in period of 3 years and offers income tax benefits under Section 80C. This scheme was launched in 23 December 2008. As of May 2019, it has an average AuM of Rs. 78.90 Crore.
The AuM distribution of this scheme is similar to the Quantum Long Term Equity Value Fund mentioned before.
IV. Quantum Equity Fund of Funds
The Quantum Equity Fund of Funds is an open-ended fund of funds investing domestically. It was launched in 20 July 2009. As of May 2019, it has an average AuM of Rs. 37.84 Crore.
This scheme invests in mutual funds like Kotak Standard Multicap Fund - Direct Plan - Growth Option, Mirae Asset Large Cap Fund - Direct Plan - Growth Option, ICICI Prudential Bluechip Fund - Direct Plan - Growth Option, Aditya Birla Sun Life Frontline Equity Fund - Direct Plan Growth Option, Invesco India Growth Opportunity Fund - Direct Plan - Growth Option, Franklin India Prima Fund - Direct Plan - Growth Option, and L&T Mid Cap Fund - Direct Plan - Growth Option.
V. Quantum Dynamic Bond Fund
The Quantum Dynamic Bond Fund is an open-needed debt fund launched in 19 May 2015. As of May 2019, the average AuM of this scheme is Rs. 58.33 Crore.
60.90% of the AuM is invested in government securities and treasury bills, 17.28% in finance, 8.69% in energy, 8.63% in construction, 4.50% in TREPs and net receivable.
Quantum Mutual Fund is a wholly-owned subsidiary of Quantum Advisors Private Ltd. The company is a portfolio manager registered with SEBI with the registration code INP000000187. It is also an Investment Adviser of the U.S. Securities and Exchange Commission (SEC). Additionally, Quantum Advisors serves as a Restricted Portfolio Manager of the Autorité des marchés financiers (AMF), Ontario Securities Commission, and British Columbia Securities Commission.
50.8% of the company’s shares are held by Ajit Dayal, its founder. The rest 49.2% shares are owned by HWIC Asia, which provides investment management services only to insurance and reinsurance subsidiaries of Fairfax Financial Holdings Limited (FFHL). HIWC Asia is also a wholly-owned subsidiary of FFHL.
Founded in 1990, Quantum Investors is India’s first institutional equity research firm. It is well-known for implementing consistently applied valuation metrics to assess investment opportunities. The company used both quantitative and qualitative analytical approach to investing in the country’s growing stock market.
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Quantum ELSS Tax Saver Fund | Equity | Very High | 31.9% | 3 | ₹217 |
Quantum Gold Savings Fund | Commodities | High | 25.1% | 3 | ₹129 |
Quantum Equity Fund | Equity | Very High | 28.1% | 3 | ₹135 |
Quantum Multi Asset Fund | Hybrid | Moderately High | 16.2% | 3 | ₹60 |
Quantum Dynamic Bond Fund | Debt | Moderate | 10.8% | 3 | ₹109 |
Quantum Long Term Equity Value Fund | Equity | Very High | 32.1% | 2 | ₹1,230 |
Quantum Tax Saving Fund | Equity | Very High | 16.3% | 2 | ₹137 |
Quantum Liquid Fund | Debt | Low | 7.1% | 2 | ₹521 |
Quantum India ESG Equity Fund | Equity | High | 27.0% | -- | ₹81 |
Quantum ESG Best In Class Strategy Fund | Equity | High | 26.1% | -- | ₹94 |
Quantum Multi Asset Allocation Fund | Hybrid | High | NA | -- | ₹28 |
Quantum Nifty 50 ETF FoF Fund | Equity | Very High | 18.3% | -- | ₹23 |
Quantum Small Cap Fund | Equity | Very High | 25.3% | -- | ₹86 |
| View All |
| Mutual fund name | Quantum Mutual Fund | |||
| Asset management company name | Quantum Asset Management Company Pvt Ltd. | |||
| AMC Setup Date | 2 December 2005 | |||
| AMC Incorporation Date | 19 September 2005 | |||
| Sponsor name | Quantum Advisors Private Ltd | |||
| Trustee organisation | Quantum Trusteee Co. Private Ltd | |||
| Name of trustees | Ameet Navichandra Patel | Kaiwan Kalyani Walla | Homi Adi Katgara | Shilpa Desai |
| MD and CEO | Mr. Jimmy Patel | |||
| CIO | Mr. Chirag Mehta | |||
| Compliance Officer | Mr. Malay Vora | |||
| Investor Service Officer | Mrs. Meera Shetty |
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1. Mr. Hitendra Parekh
Mr. Hitendra Parekh is a Fund Manager and Dealer at Quantum Asset Management Company Private Ltd.
He worked with Unit Trust of India for 4 years and UTI Securities Ltd. for 9 years before joining Quantum.
Mr. Parekh has a B.Com and Masters in Financial Management degree from the Mumbai University.
2. Mr. Nilesh Shetty
Mr. Nilesh Shetty is an Associate Fund Manager at Quantum Mutual Fund since 2011. He initially joined the company as a Senior Manager back in 2009.
Mr. Shetty manages an AuM of Rs. 999 Crore invested in 4 schemes like Quantum Long Term Equity Value Fund, Quantum Multi Asset Fund etc.
Prior to joining Quantum, he was an Officer at ICICI Bank back in 2003. He moved to Pranav Securities Private Ltd. in 2004 as a Senior Manager of Research. In 2007, he moved to Edelweiss Securities Ltd. as a Manager of Research.
Mr. Shetty holds a MMS degree from the Mumbai University. He is a Certified Public Accountant (CPA) from the Association of International Certified Professional Accountants, a Chartered Global Management Accountant (CGMA) from the Chartered Institute of Management Accountants (CIMA), and a Chartered Financial Analyst (CFA) from the CFA Institute.
3. Mr. Chirag Mehta
Mr. Chirag Mehta is currently a Fund Manager in Quantum Asset Management Company Private Ltd. since 2006. He manages an AuM of Rs. 71 Crore invested in 5 schemes like Quantum Equity Fund of Funds, Quantum Multi Asset Fund, etc.
Mr. Chirag has worked with Kotak & Co. Ltd and the Federation of Indian Commodities Exchanges earlier.
He has a B.Com degree from the Mithibai College and an MMS degree from the Mumbai University. Mr. Chirag is also a Chartered Alternative Investment Analyst (CIAI).
4. Mr. Atul Kumar
Mr. Atul Kumar is the Head of Equities at Quantum Mutual Fund. He manages an AuM of Rs. 1,062 invested in 5 schemes like Quantum Long Term Equity Value Fund, Quantum Tax Saving Fund, etc.
Before joining Quantum, Mr. Kumar was associated with Sahara Asset Management Co. Private Ltd.
He holds a B.Com degree from Delhi University and a PGDBM degree from the ICFAI Business School.
5. Mr. Pankaj Pathak
Mr. Pankaj Pathak serves as a Fund Manager of Fixed Income at Quantum Asset Management Company Private Ltd. since 2017. He joined the company as a Senior Manager of Fixed Income back in 2013.
Mr. Pathak manages an AuM of Rs. 343 Crore invested in 7 schemes like Quantum Dynamic Bond Fund, Quantum Liquid Fund, etc.
He was initially an Interest Rate Trader at the Bank of Maharashtra back in 2009. Mr. Pathak was promoted to Senior Manager of Foreign Exchange in 2013.
Mr. Pathak holds a B.Sc degree from the University of Lucknow and a PGDBF degree from the National Institute of Bank Management (NIBM). He is also a Chartered Financial Analyst (CFA).
6. Ms. Sneha Joshi
Ms. Sneha Joshi is currently serving as a Fund Manager in Quantum Mutual Fund since 2015.
She was a Research Analyst of Fixed Income at Credit Capital Research before joining Quantum AMC.
Ms. Joshi has a BA in Economics from the Fergusson College and an MA from the Gokhale Institute of Politics and Economics. She also holds a Post Gradate Diploma from the Savitribai Phule Pune University. Ms. Joshi is also a PhD in Economics from the Gokhale Institute of Politics and Economics.
7. Mr. Sorbh Gupta
Mr. Sorbh Gupta is currently serving as an Associate Fund Manager at Quantum Asset Management Company Private Ltd. since 2011. He manages an AuM of Rs. 80 Crore invested in two schemes like Quantum Tax Saving Fund – G and D.
Previously, he was an Investment Analyst in Pranav Securities Private Ltd. in 2005. He joined Narotam Sekhsaria Family Office as a Senior Equity Analyst in 2007.
Mr. Gupta is a Chartered Accountant. He has also cleared Level III of Chartered Financial Analyst.
Now let us jump and check about these top 13 mutual fund schemes.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 19.66% & 20.6%. The Quantum ELSS Tax Saver Fund comes under the Equity category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum ELSS Tax Saver Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹217Cr |
| 1Y Returns | 31.9% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 16.27% & 14.24%. The Quantum Gold Savings Fund comes under the Commodities category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Gold Savings Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹129Cr |
| 1Y Returns | 25.1% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 15.62% & 18.67%. The Quantum Equity Fund comes under the Equity category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Equity Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹135Cr |
| 1Y Returns | 28.1% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 11.42% & 11.47%. The Quantum Multi Asset Fund comes under the Hybrid category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Multi Asset Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹60Cr |
| 1Y Returns | 16.2% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 7.11% & 7.38%. The Quantum Dynamic Bond Fund comes under the Debt category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Dynamic Bond Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹109Cr |
| 1Y Returns | 10.8% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 19.47% & 20.52%. The Quantum Long Term Equity Value Fund comes under the Equity category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Long Term Equity Value Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,230Cr |
| 1Y Returns | 32.1% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.75% & 12.93%. The Quantum Tax Saving Fund comes under the Equity category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Tax Saving Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹137Cr |
| 1Y Returns | 16.3% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 6.15% & 5.07%. The Quantum Liquid Fund comes under the Debt category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Liquid Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹521Cr |
| 1Y Returns | 7.1% |
Fund Performance: The Quantum India ESG Equity Fund comes under the Equity category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum India ESG Equity Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹81Cr |
| 1Y Returns | 27.0% |
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 14.15% & 20.27%. The Quantum ESG Best In Class Strategy Fund comes under the Equity category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum ESG Best In Class Strategy Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹94Cr |
| 1Y Returns | 26.1% |
Fund Performance: The Quantum Multi Asset Allocation Fund comes under the Hybrid category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Multi Asset Allocation Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹28Cr |
| 1Y Returns | NA |
Fund Performance: The Quantum Nifty 50 ETF FoF Fund comes under the Equity category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Nifty 50 ETF FoF Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹23Cr |
| 1Y Returns | 18.3% |
Fund Performance: The Quantum Small Cap Fund comes under the Equity category of Quantum Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Quantum Small Cap Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹86Cr |
| 1Y Returns | 25.3% |
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