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Quantum Mutual Fund and AMC Review 2020

Rated 3/5 by Top Share Brokers Team
 AMC Review

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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

Review Summary

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.


About Quantum Mutual Fund

  • Fund Type:Indian Private
  • Name of AMC:Quantum Asset Management Company Private Limited
  • Name of Sponsor:Quantum Advisors Private Limited
  • Name of Trustee Company:Quantum Trustee Company Private Limited
  • Registrar:Karvy Computershare Private Ltd.
  • SEBI Registration Number:MF/051/05/02
  • Website:www.quantumAMC.com
  • Email:[email protected]
  • Address:
  • Contact Number:022-22829414

Benefits

  • Lower expense ratio in funds
  • Available at all platforms of investments

Considerations

  • No mobile apps available
  • Average performance of funds

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Quantum Mutual Fund - Assets under management (AUM)

Quantum Mutual Fund - AUM performance by quarter
Year Quarter FundValue (Rs Lakhs) Difference from previous quater
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 34 in terms of AUM in Indian Mutual Fund market.


Quantum Mutual Fund Product and Services - 2020

Quantum Equity Mutual Funds

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:

    Quantum Long Term Equity Value Fund

    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.

    Quantum Tax Saving Fund

    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.

    Quantum Equity Fund of Funds

    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.

    Quantum Nifty ETF

    The fund aims at achieving returns equivalent to nifty by investing in the stocks of companies comprising Nifty 50 Index.

    Overall Benefits:

    • Offer tax benefits to investors.
    • Help in achieving long-term financial goals.

Quantum Debt Mutual Funds

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:

    Quantum Liquid Fund

    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.

    Quantum Dynamic Bond Fund

    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.

    Overall Benefits

  • Highly liquid plans
  • Fits in every person’s risk profile

Quantum Gold Mutual Funds

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:

    Quantum Gold Fund ETF

    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.

    Quantum Gold Savings Fund

    The fund invests primarily in the units of Quantum Gold ETF which in turns invests directly in physical gold.

    Overall Benefits:

    • Can invest a small amount irrespective of actual gold prices.
    • Does not suffer from storage and theft problems.

Quantum Multi Asset Mutual Fund

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.

    Overall Benefits:

    • Highly diversified
    • Good for investors who want to invest in equity with lower risk.

Quantum Mutual Fund Fact Sheets

    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.


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Quantum Mutual Fund - by Scheme Category

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.

Number of Scheme in each category for Quantum Mutual Fund
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 3
Quantum Mutual Fund Equity Scheme - Value Fund 1
Quantum Mutual Fund Equity Scheme - Sectoral/ Thematic 1
Quantum Mutual Fund Equity Scheme - ELSS 1
Quantum Mutual Fund Debt Scheme - Liquid Fund 1
Quantum Mutual Fund Debt Scheme - Dynamic Bond 1

How to Invest with Quantum Mutual Fund

Online Investment via Website:

    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.

Quantum Mutual Fund Mobile Apps

    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.

Quantum Physical Investment Form:

    The fund house has been offering physical form for its investors on its website. You can download the Quantum MF investment form here.

Local Branch Office and Advisor

    You can locate the branches of Quantum Mutual Fund at its contact page. Locate Quantum MF branches here.

Stock Exchange Platforms

    Investors can also buy the schemes of Edelweiss Mutual Fund at BSE StAR and NMF II platforms.

Quantum Mutual Fund - Active Customer/Folio Count and Complaints

Active Customer and Folio Count for Quantum Mutual Fund
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.


Final thought about Quantum Mutual Fund

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.


Quantum Mutual Fund User Reviews

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  2017-08-10T20:55:21+00:00

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