Quantum Mutual Fund

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 2019, Quantum currently offers 16 schemes and has an asset under management (AuM) of Rs. 1,423 Crore.

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 May 2019, its average AuM is Rs. 956.69 Crore.

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.

As of FY 2018-19, Quantum Advisors has a net worth of Rs. 213 Crore, total income of Rs. 73 Crore, and profit after tax of Rs. 24 Crore.

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.

Key information

Mutual fundQuantum Mutual Fund
Asset management companyQuantum Asset Management Company Pvt Ltd.
Set up2 December 2005
Incorporated19 September 2005
SponsorsQuantum Advisors Private Ltd.
TrusteeQuantum Trusteee Co. Private Ltd.
Name of trusteesJagdish Capoor (Independent Director)Hormazdiyaar Vakil (Independent Director)Surjit Banga (Independent Director)Suresh Lulla (Independent Director)Nalini Kak (Independent Director)Subramanian Ganapathy (Independent Director)Kaiwan Kalyaniwalla (Independent Director)
MD and CEOMr. Jimmy Patel
CIOMr. I.V.Subramaniam
Investor Service OfficerMrs. Meera Shetty
Compliance OfficerMr. Malay Vora

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How can you invest in Quantum Mutual Funds?

Invest in Quantum Mutual Fund online by following the few simple steps mentioned below:

Step 1. Log-in to your Groww account or register as a new user.

Step 2. Upload your photo ID proof documents like Aadhaar, Voter ID, Driving License, PAN, Passport, Central or State Government ID card, etc.

Step 3. Upload your proof of address documents like any identity KYC document with your permanent address, etc.

Step 4. Select your preferred investment horizon.

Step 5. Select a risk option - low, mid, or high.

Step 6. Choose the Quantum Mutual Fund you want to invest in.

Step 7. Select “Invest One Time” if you want to make a one-time investment; select “Start SIP” if you want to start a systematic investment plan.

Your Groww account will display the Quantum Mutual Fund in India you have purchased within 3 to 4 working days.

Top Performing Quantum Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Quantum Gold Savings FundOthersModerately High19.2%4star17
Quantum India ESG Equity FundEquityHighN.A4star12
Quantum Gold Savings FundFund of FundsModerately High19.1%4star17
Quantum Long Term Equity Value FundEquityModerately High1.4%3star902
Quantum Liquid FundDebtLow6.4%2star309
Quantum Tax Saving FundEquityModerately High1.4%2star75
View All Top Performing Quantum Mutual Funds

Top Fund Managers

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.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Quantum Gold Savings Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in FoF Domestic segment. It has given a commendable 6.22% annual returns in the last three years. In the previous year, it delivered 19.23% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Others mutual funds in India.

Min Investment Amt₹0
AUM17Cr
1Y Returns19.2%

Quantum India ESG Equity Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Thematic segment. It has given a commendable NA annual returns in the last three years. In the previous year, it delivered NA returns.

Why to invest: This fund has performed better than other funds in the same category. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹0
AUM12Cr
1Y ReturnsNA

Quantum Gold Savings Regular Growth

Fund Performance: This fund has consistently performed above the benchmark in Domestic segment. It has given a commendable 6.09% annual returns in the last three years. In the previous year, it delivered 19.08% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Fund of Funds mutual funds in India.

Min Investment Amt₹0
AUM17Cr
1Y Returns19.1%

Quantum Long Term Equity Value Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Diversified segment. It has given a commendable 6.09% annual returns in the last three years. In the previous year, it delivered 1.43% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹0
AUM902Cr
1Y Returns1.4%

Quantum Liquid Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Liquid segment. It has given a commendable 6.29% annual returns in the last three years. In the previous year, it delivered 6.42% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Debt mutual funds in India.

Min Investment Amt₹0
AUM309Cr
1Y Returns6.4%

Quantum Tax Saving Fund Direct Growth

Fund Performance: This fund has consistently performed above the benchmark in Tax Planning segment. It has given a commendable 6.18% annual returns in the last three years. In the previous year, it delivered 1.45% returns.

Why to invest: This fund has performed better than other funds in the same category. The minimum SIP investment amount required to invest in this scheme is ₹500. It is one of most notable Equity mutual funds in India.

Min Investment Amt₹0
AUM75Cr
1Y Returns1.4%

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