Quantum Asset Management Company Private Limited Mutual Funds Investments

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We have listed various Mutual Fund schemes across different asset classes along with the necessary information to help you make an informed decision. You can filter as per the funds based on the categories of mutual funds. The screener will help you analyze the funds on parameters like fund type, AUM, minimum amount, age, and returns.

About Quantum Mutual Fund

Quantum Mutual Fund was launched in 2006. It is India’s first direct investor Mutual Fund. They have over a decade of experience in the financial industry. Quantum MF has witnessed political and economic changes nationally as well as globally. As a result, Quantum Mutual Fund has gained a respectable place in the financial industry.

Inspite of the market conditions, Quantum MF has emerged as a trustworthy fund house. Their objective is to yield sensible returns for its investors.

Quantum Mutual Fund is a wholly-owned subsidiary of Quantum Advisors Private Limited. The Company is a portfolio manager. It is also an Investment Adviser of the U.S. Securities and Exchange Commission (SEC). Additionally, they also serves as a Restricted Portfolio Manager of the Autorite Des Marches Financiers (AMF). Not to mention Ontario Securities Commission and British Columbia Securities Commission.

Mr Ajit Dayal being the founder of the Company holds about 50.8% shares. Likewise, 49.2 shares are owned by HWIC Asia. HWIC Asia is also a wholly-owned subsidiary of Fairfax Financial Holdings Limited (FFHL).

Quantum Mutual Fund follows the “investor first” approach. They offer transparency in managing the investments of their investors. They have a deep understanding of the financial industry. With this, they strive to create long term wealth for its investors.

Quantum Asset Management Company is the asset manager of Quantum Mutual Fund. The Company currently manages an AUM of 1,423cr under 16 schemes. The following are some of the older schemes of the company:

  • Quantum Liquid Fund and Quantum Tax Saving Fund
  • Quantum Equity Fund of Funds Direct Growth
  • Lastly, Quantum Dynamic Bond Fund and Quantum Gold Fund

 

How to Invest in Quantum Mutual Funds via Scripbox

Investing in Quantum Mutual Fund Schemes online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below:-

Step 1 - Firstly visit the Scripbox Website for a list of Investment Plans

  • On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal.
  • To start investing in Mutual Fund Scheme, pick any of the options best suited to your financial goal.
  • Click on “Continue” to proceed with Mutual Fund Investment

Step 2 – Secondly sign up to create an account

  • If you are an existing Scripbox member, Sign in with your details.
  • When you sign in, a list of different investment options will appear on your screen.
  • Scripbox allows investors to select the payment option. You can select "Every month SIP" or "One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow.
  • Click on the “See Recommended Funds" to proceed for investment.

Step 3 – Thirdly check the Plan and Fund Allocation

  • A list of mutual fund to invest in schemes and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead.
  • If you wish to change the fund or amount, you can do that by clicking on the option, "I want to change Funds/ Amount."
  • Now click on the "Next" button to make the payment.

Step 4 –  Lastly, Bank Details and Money Transfer

Lastly, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest In Quantum Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

  • Photograph
  • Pan Card
  •  Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
  • KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
  • Video Selfie: Record a video by facing the camera for 5 seconds.

One can upload the clear colour scanned copies of their KYC documents during the registration itself. Or. They could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

Top Quantum Mutual Fund

The following table shows the high performing Quantum Mutual Fund:

Scheme Category  Asset Under Management (INR) 
Quantum Long Term Equity Value Fund Equity Fund Rs 681cr
Quantum Liquid Fund Debt Fund Rs 404cr
Quantum Gold Savings Fund Others Rs 101cr
Quantum Dynamic Bond Fund Debt Fund Rs 65cr
Quantum Equity FoF Fund Others  Rs 44cr

 

Top Quantum Mutual Fund Equity Funds

The following table shows the top Equity Mutual Funds :

Scheme Category Asset Under Management (INR) 
Quantum Long Term Equity Value Fund Equity: Long Term Rs 680.56cr
Quantum Equity Fund of Funds - Growth Equity: Multi Cap Rs 43.70cr
Quantum India ESG Equity Fund Equity Rs 15.83cr
Quantum Nifty ETF Equity: Nifty ETF Rs 6.70cr
Quantum Tax Saving Fund Equity - ELSS Fund Rs 65cr

 

Quantum Mutual Fund Debt Funds

The following table shows the top performing Quantum Debt Funds :
Scheme Category  Asset Under Management (INR) 
Quantum Dynamic Bond Fund - Growth Debt: Dynamic Bond Fund Rs 64.94cr
Quantum Liquid Fund  Debt: Liquid Fund Rs 403.67cr

 

Quantum Mutual Fund Tax Saver Funds 

The following table shows the high performance QuantumTax Saver Funds :

Scheme Category AUM 
Quantum Tax Saving Fund Equity - ELSS Fund Rs 34.51cr

 

Quantum Mutual Fund Hybrid Funds

The following table shows the top performing Hybrid Funds :

Scheme Category AUM 
Quantum Multi Asset Fund of Funds Hybrid: Multi-Asset Rs 19.51cr

 

Fund Managers of Quantum Mutual Fund

Fund Managers are professionals who manage various assets. They help investors achieve their financial goals. They are the persons who direct fund management decisions.

Moreover, choosing an active fund manager for managing your investments is one of the most important things to do. 

Here is a list of top performing Fund Managers of Quantum Mutual Fund. These funds managers are from Equity as well as Debt Schemes.

Equity Fund Managers

Mr Sorbh Gupta

Mr Gupta is the Associate Fund Managers - Equity at Quantum Mutual Fund AMC. He has been associated with the Company since 2011. Presently he manages an overall AUM of Rs.80cr invested in two schemes. He currently manages the Quantum Tax Saving Fund- Direct as well as Growth.

Prior to joining Quantum Mutual Funds, Mr Gupta worked as Investment Analyst at Pranav Securities Private limited. He also worked with Narotum Sekhsaria family Office in 2007 as Equity Analyst. 

Mr Gupta brings in the overall experience of 14 years in equity research and fund management. He is a qualified Chartered Accountant. In addition, he has also cleared CFA Level III.

Mr Atul Kumar

Mr Kumar is the Head of Equity Funds at Quantum Mutual Fund. Currently, he manages an AUM of Rs. 1,062cr across 5 schemes. Presently he manages schemes like-

  • Quantum Long Term Equity Value Fund and
  • Quantum Tax Saving Fund. 

Prior to joining Quantum, he was associated with Sahara Asset Management Co. Private Ltd.

Mr Kumar possesses an overall 18 years of experience in portfolio management He holds a B.Com degree from Delhi University. In addition, he has also done his PGDBM from ICFAI Business School. 

Mr Nilesh Shetty

Mr Shetty is the Associate Fund Manager- Equity at Quantum Mutual Fund AMC. He has been associated with the Company since 2009. Presently he manages an AUM of Rs.999cr across 4 schemes.

Mr Shetty brings in 14 years of experience in Research.  At Quantum Mutual Fund AMC he manages funds like -

  • Quantum Long Term Equity Value Fund,
  • Quantum Multi Asset Fund etc.

Prior to joining Quantum Mutual Fund AMC, he worked with -

  • ICICI Bank (2003) - as an Officer
  • Pranav Securities Private Limited (2004) - as Senior Manager Research
  • Edelweiss Securities Ltd. (2007) - as Manager of Research

He is an MMS degree holder from Mumbai University. In addition, he has done his CFA and ACMA from CIMA UK. He has also completed his Masters in Management Studies (Finance) from Mumbai University.

Mr Chirag Mehta

Mr Mehta is the Senior Fund Manager at Quantum Mutual Fund AMC. He has been associated with the Company since 2006. Currently. He manages an AUM of Rs.71cr invested in 5 schemes. Some of the schemes that he manages are -

  • Quantum Equity Fund of Funds,
  • Gold Fund,
  • Quantum Multi Asset Fund, etc.

Prior to joining Quantum, Mr Mehta has worked with Kotak & Co. Ltd.and Federation of Indian Commodities Exchanges.

Mr Mehta is a B.Com degree holder from Mithibai College. In addition, he has also done his MMS from Mumbai University. He is also a Chartered Alternative Investment Analyst (CIAI).

It is pertinent to mention that Mr Mehta has ranked as the 4th best Fund Manager in the world by Citywire in 2017.

Mr Hirendra Parekh

Mr Parekh is the Fund Manager and Dealer at Quantum Mutual Fund AMC. He has more than 26 years of experience in the financial service industry.

Prior to joining Quantum, Mr Parekh worked with UTI for 4 years and UTI securities Ltd. for 9 years.

Mr Parekh is a B.Com graduate. In addition, he has also done his Masters in Financial Management from Mumbai University.

Debt Fund Managers

Mr Pankaj Pathak

Mr Pathak is the Fund Manager - Fixed Income at Quantum Mutual Fund AMC. He has an overall 14 years of experience in Fixed Income investment and Research. His association with Quantum Mutual Fund started in the year 2013.

Mr Pathak manages an AUM of Rs. 343cr invested in 7 schemes. He manages schemes such as Quantum Dynamic Bond Fund, Quantum Liquid Fund etc.

Prior to joining Quantum, he worked with Bank of Maharastra in 2009 as Interest Rate Trader. Later, he was promoted to Senior Manager of Foreign Exchange in 2013.

Mr Pathak holds a B.Sc degree from National Institute of Bank Management (NIBM). In addition, he is also a Chartered Financial Analyst (CFA).

Ms Sheha Joshi

Ms Joshi is the Fund Manager - Fixed Income and Alternative Research at Quantum Mutual Fund AMC. She is associated with the Company since 2015. She possesses over 6 years of experience in economic, credit and quantitative research. 

Earlier she worked with Credit Capital research as Fixed Income Research Analyst.

Ms Joshi holds a PhD in Economics. In addition, she has also earned an M.A. in Economics from Gokhale Institute of Politics and Economics.

Key Information about Quantum Mutual Fund AMC

Mutual Fund Quantum Mutual Fund
Asset Management Company Quantum Asset Management Company Limited
Founded 2nd December 2005
Incorporated  19th September 2005
Sponsors Quantum Advisors Private Limited
Trustee Quantum Trustee Company Private Limited
MD/CEO Mr. Jimmy Patel
Investor Service Officer Mrs. Meera Shetty
Compliance Officer MR. Malay Vora

 

Quantum Mutual Fund Contact Details

Auditors M/S Haribhakti & Company
custodians Deutsche Bank AG
Registrars Karvy Computershare Private Limited
Address 7th Floor, Hoechst House,
Nariman Point,
Mumbai - 400021
Telephone Nos. 022 - 61447800
Fax Nos. 1800223864
Email investor@jmfl.com
website Quantum Mutual Fund - Online Mutual Fund Investment