Quantum Mutual Fund assets are managed by Quantum Asset Management Company which is a subsidiary of Quantum Advisors. Quantum Advisors is a pioneer in providing a quantitative as well as qualitative analytical approach to equity investing in India by applying valuation metrics to evaluate investment opportunities in India. It is currently registered as a Portfolio Manager with SEBI, an Investment Advisor with the SEC, and a Restricted Portfolio Manager with the Canadian Provinces of British Columbia (BCSC).
Quantum AMC has a core business of mutual funds where it is offering diversified funds, equity funds, exchange-traded funds, ELSS plans, fund of funds, dynamic bond funds, liquid funds, gold funds, etc. The company has a team of highly qualified professionals who have vast knowledge of Indian equity and debt market. The company believes in complete transparency and publishes the report timely so that the investor can view the portfolio anytime.
Quantum Mutual Fund has a PAN India presence in 5 cities with 8 offices. The AMC has also appointed Karvy Computershare Private Ltd as its registrar which has more than 250 offices across India. It also acts as a transfer agent who accepts all the offline and electronic transactions. Currently, Quantum MF is offering 9 funds with 28 options which include Direct Plan- Growth Option, Direct Plan- Dividend Option, Regular Plan- Growth Option, Regular Plan- Dividend Option, etc.
If we talk about the customer support of Quantum Mutual Fund, then it has provided online FAQs for general issues of the investors. It has a toll free number to call, e-mail support and branch offices, which regularly provide assistance to investors in regular office hours.
Toll Free: 1800 209 3863 /1800 22 3863
For International Users: +91-022-2278 3863/ +91-022-6829 3863
Fax: 1800 - 22 - 3864
Email: [email protected]
SMS: SMS <QUANTUM> to 9243223863
Missed Call: Give a Missed Call on 022 6829 3807
The objective of Quantum Mutual Fund is to act as a bridge between investors and companies to provide finance to companies and returns to investors. The fund house has a team-driven process which helps in searching out the best companies which are listed at a lower value but have high growth potential.
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|Year||Quarter||FundValue (Rs Lakhs)||Difference from previous quater|
|2020||Q4 (Jan-Mar)||194201.99||35609.17 (22.45 %)|
|2020||Q2 (Jul-Sep)||158592.82||29719.59 (23.06 %)|
|2020||Q1 (Apr-Jun)||128873.23||-15569.3 (-10.78 %)|
|2019||Q4 (Jan-Mar)||144442.53||-9220.2 (-6 %)|
|2019||Q3 (Oct-Dec)||153662.73||1012.95 (0.66 %)|
|2019||Q2 (Jul-Sep)||152649.78||1286.27 (0.85 %)|
|2019||Q1 (Apr-Jun)||151363.51||8997.21 (6.32 %)|
|2018||Q4 (Jan-Mar)||142366.3||7944.42 (5.91 %)|
|2018||Q3 (Oct-Dec)||134421.88||4921.73 (3.8 %)|
|2018||Q2 (Jul-Sep)||129500.15||3427.09 (2.72 %)|
|2018||Q1 (Apr-Jun)||126073.06||923.62 (0.74 %)|
|2017||Q4 (Jan-Mar)||125149.44||2698.27 (2.2 %)|
|2017||Q3 (Oct-Dec)||122451.17||6032.96 (5.18 %)|
|2017||Q2 (Jul-Sep)||116418.21||6033.44 (5.47 %)|
|2017||Q1 (Apr-Jun)||110384.77||10804.78 (10.85 %)|
|2016||Q4 (Jan-Mar)||99579.99||10634.69 (11.96 %)|
|2016||Q3 (Oct-Dec)||88945.3||5317.64 (6.36 %)|
|2016||Q2 (Jul-Sep)||83627.66||10518.88 (14.39 %)|
|2016||Q1 (Apr-Jun)||73108.78||7015.74 (10.61 %)|
|2015||Q4 (Jan-Mar)||66093.04||561.41 (0.86 %)|
|2015||Q3 (Oct-Dec)||65531.63||1996.66 (3.14 %)|
|2015||Q2 (Jul-Sep)||63534.97||1841.12 (2.98 %)|
|2015||Q1 (Apr-Jun)||61693.85||1988.82 (3.33 %)|
|2014||Q4 (Jan-Mar)||59705.03||3202.69 (5.67 %)|
|2014||Q3 (Oct-Dec)||56502.34||5540.73 (10.87 %)|
|2014||Q2 (Jul-Sep)||50961.61||7762.36 (17.97 %)|
|2014||Q1 (Apr-Jun)||43199.25||5959.17 (16 %)|
|2013||Q4 (Jan-Mar)||37240.08||2809.73 (8.16 %)|
|2013||Q3 (Oct-Dec)||34430.35||2901.84 (9.2 %)|
|2013||Q2 (Jul-Sep)||31528.51||1050.27 (3.45 %)|
|2013||Q1 (Apr-Jun)||30478.24||30478.24 ( %)|
AUM stands for assets under management or funds under management and is a measure how much money an asset management company (AMC) manages on behalf of clients. Value of AUM is calculated as sum of total holdings * most recent market price for each holding. Quantum Mutual Fund has been ranked number 33 in terms of AUM in Indian Mutual Fund market.
The funds which invest in the equity and equity-related instruments across the market cap are called equity mutual funds. These funds are suitable for the investors who have a long-term investment horizon of at least 5 to 7 years and moderately high to high-risk appetite. Equity mutual funds are further divided into multiple categories including ELSS funds, value fund, growth fund, fund of funds, large-cap funds, mid-cap funds, small-cap funds, multi-cap funds, etc. Some of such mutual fund schemes offered by Quantum AMC are:
The fund aims at achieving long-term growth by investing predominantly in the equities of the companies that are included in the BSE 200 Index. It picks such companies which have visible long-term growth but are quoted at less than their intrinsic value.
It is an ELSS category scheme which offers tax benefits up to Rs 1.50 Lakh to investors under Section 80C of the Income Tax Act, 1961. It is an open-ended equity scheme with a statutory lock-in period of 3 years which invests across the market cap.
The scheme aims at providing long-term capital appreciation by investing in the portfolio of the open-ended mutual funds that are registered with SEBI.
The fund aims at achieving returns equivalent to nifty by investing in the stocks of companies comprising Nifty 50 Index.
The schemes which invest in the fixed income instruments are called debt funds. These schemes invest in bonds, debentures, certificate of deposits, treasury bills, convertible debentures, non-convertible debentures, etc., which have different maturity period and interest rate. They do not invest in the volatile stock market and have more predictable returns, and hence they are considered low risk in nature. So, investors who have a moderate risk appetite and 3-5 years of investment horizon should invest in these funds. Some of the debt schemes offered by Quantum Mutual Fund are:
The fund aims to provide regular returns to investors with a moderate level of risk with a high liquid portfolio by investing most of its corpus in debt and money market instruments.
The scheme aims to generate regular income by actively managing the portfolio consisting of short-term and long-term debts as well as money market instruments.
The schemes or ETFs which pool the funds of investors in gold bullion or gold-producing companies are called gold mutual funds. These plans primarily invest in bullion, or in stocks and bonds of gold manufacturers and miners. The main objective of these funds is to get the returns from gold investments in the most convenient way. So, the investors who do not wish to keep physical gold can invest in these funds to get digital gold for 5 years or more. Some of such funds are also offered by Quantum MF are:
The fund aims to provide capital appreciation to investors by investing in physical gold. Its each unit equals to the price of half (½) gram of Gold. It is a moderately high-risk fund and investors who have a long-term investment horizon should only invest in it.
The fund invests primarily in the units of Quantum Gold ETF which in turns invests directly in physical gold.
There are funds which invest in multiple asset classes including equities, debts, gold, money market and arbitrage instruments, such funds are known as multi-asset mutual funds. These funds are suitable for the investors who have a moderate risk appetite as well as 3-5 years of the investment horizon. Quantum Multi Asset Fund aims to generate moderate returns by reducing risk and diversifying assets in equity, debt and gold schemes of Quantum Mutual Fund.
All the mutual fund companies have to issue fact sheets on its website so that every investor can reach it as well as with AMFI. These fact sheets include the NAV, asset under management, fund manager, fund size, volatility measures, expense ratio, turnover ratio, industry exposure, dividend allocation and many other details associated with the fund. These fact sheets help current and potential investors to decide whether to invest further or not. Quantum Mutual Fund is also providing its fact sheets since Sept 2007. You can download Quantum MF Fact Sheets here.
In this section we have just divide the Quantum Mutual Fund scheme by category, you can click on category link to explore more about each scheme. Complete details of each scheme, latest NAV, performance are available on relevant pages.
|AMC||Category||Number of Funds|
|Quantum Mutual Fund||Other Scheme - Other ETFs||1|
|Quantum Mutual Fund||Other Scheme - Gold ETF||1|
|Quantum Mutual Fund||Other Scheme - FoF Domestic||4|
|Quantum Mutual Fund||Equity Scheme - Value Fund||2|
|Quantum Mutual Fund||Equity Scheme - Sectoral/ Thematic||1|
|Quantum Mutual Fund||Equity Scheme - ELSS||2|
|Quantum Mutual Fund||Debt Scheme - Liquid Fund||2|
|Quantum Mutual Fund||Debt Scheme - Dynamic Bond||2|
One can invest in the schemes of Quantum Mutual Fund directly from its website online. It provides multiple categories for investors, so minor investors, as well as NRIs, can also invest in its funds easily. For making an investment you need to do is submit your KYC and need your PAN card. You can release your money through a debit card with ATM PIN, net banking, NEFT, RTGS, the Interbank Mobile Payment Service (IMPS), and One Time Bank Mandate. The option of investing through the company’s website is available 24*7 and can be easily tracked. For investing in any scheme of Quantum Mutual Fund login here.
The fund house is not providing its mobile apps, so investors who want to invest in its schemes need to use the app of any distributor or invest via website or offline mode. This is a major drawback of the company as it has neither the android app nor iOS app.
The fund house has been offering physical form for its investors on its website. You can download the Quantum MF investment form here.
You can locate the branches of Quantum Mutual Fund at its contact page. Locate Quantum MF branches here.
Investors can also buy the schemes of Edelweiss Mutual Fund at BSE StAR and NMF II platforms.
|Year||Folio Count||Folio Count difference from last year||Complaint Count||Complaint %|
|2018-2019||65918||5216 (8.59 %)||59||0.09%|
|2017-2018||60702||4442 (7.9 %)||33||0.05%|
|2016-2017||56260||8291 (17.28 %)||23||0.04%|
|2015-2016||47969||177 (0.37 %)||33||0.07%|
|2014-2015||47792||7254 (17.89 %)||45||0.09%|
|2013-2014||40538||4680 (13.05 %)||38||0.09%|
|2012-2013||35858||12392 (52.81 %)||78||0.22%|
|2011-2012||23466||10107 (75.66 %)||50||0.21%|
|2010-2011||13359||13359 ( %)||182||1.36%|
Quantum Mutual Fund - Active Customer/Folio Count and Complaints table give you company performance in term of growth and customer satisfaction in term of complaints count and complaints % with respective of total folio.
Quantum Mutual Fund has been offering highly processed-driven funds which help investors to decide their risk appetite and investment horizon. They have a formulated investment strategy where they invest in the shares that are available at reasonable prices with high growth following “Growth at Reasonable Price” (GARP). The company has been offering both online and offline mode of investment but no mobile apps, which is one of the biggest drawbacks of it.
Some of the “top performing equity funds” of Quantum AMC are Quantum Long Term Equity Value Fund and Quantum Tax Saving Fund. Investors who have a high-risk appetite and at least 7 years of investment horizon to get the best returns on investment should park their capital in them. Quantum Dynamic Bond Fund is also performing very well in its category and investors who have 3-5 years of investment horizon with a moderately high-risk appetite can invest in it.
If you like what you have read and want to choose Quantum Mutual Fund or any other AMC, leave your contact information with us and we will guide you.