Quantum Asset Management Co Pvt. Ltd.

Quantum Asset Management Co Pvt. Ltd.

Quantum Asset Management Company Pvt Ltd. manages Quantum Mutual Fund, which operates as a trust under the Indian Trusts Act, 1882, and is registered with SEBI under code MF/051/05/02. As of March 31, 2024, Quantum offers 10 schemes and manages assets worth Rs. 2,254.97 crores. Some of its notable schemes include the Quantum Long Term Equity Value Fund, launched in March 2006, with a focus on sectors like software, finance, and automobiles, managing an average AuM of Rs. 1,785.69 crores. The Quantum Liquid Fund, launched in April 2006, primarily invests in government securities and finance, with an average AuM of Rs. 275.41 crores as of May 2019. The Quantum Tax Saving Fund, an ELSS offering tax benefits under Section 80C, was introduced in December 2008, with an average AuM of Rs. 78.90 crores. Another fund, the Quantum Equity Fund of Funds, invests in domestic mutual funds and had an average AuM of Rs. 37.84 crores as of May 2019. Lastly, the Quantum Dynamic Bond Fund, a debt fund launched in May 2015, had an average AuM of Rs. 58.33 crores, with a majority invested in government securities. Quantum Mutual Fund is a subsidiary of Quantum Advisors Private Ltd., which is registered with SEBI and various global financial regulators. Quantum Advisors was founded in 1990 as India's first institutional equity research firm, applying rigorous valuation metrics and combining quantitative and qualitative analysis in its investment strategies. The company is 50.8% owned by its founder, Ajit Dayal, with the remaining 49.2% held by HWIC Asia, a subsidiary of Fairfax Financial Holdings Limited (FFHL), which provides investment management services to FFHL's insurance and reinsurance subsidiaries.

List of Quantum Asset Management Co Pvt. Ltd. in India

Fund Name

Rating

1Y Return

3Y Return

Fund Size (in Cr)

Quantum ELSS Tax Saver Fund - Growth

3

22.06%

18.08%

₹214.84 Cr

Quantum Long Term Equity Value Fund Direct Growth

3

22.16%

17.90%

₹1168.78 Cr

Quantum Gold Savings Fund Direct Growth

NA

21.80%

16.47%

₹140.35 Cr

Quantum Equity FoF Direct Growth

NA

18.77%

13.32%

₹126.54 Cr

Quantum ESG Best In Class Strategy Fund Direct Growth

4

16.91%

12.24%

₹89.88 Cr

Quantum Multi Asset Fund of Funds - Direct Growth

NA

12.66%

10.90%

₹59.86 Cr

Quantum Dynamic Bond Fund Direct Growth Option

4

10.17%

7.38%

₹131.67 Cr

Quantum Liquid Fund Direct Growth

NA

7.11%

6.25%

₹523.65 Cr

Quantum Multi Asset Allocation Fund Direct Growth

NA

-

-

₹29.59 Cr

Quantum Small Cap Fund Direct Growth

NA

14.47%

-

₹99.43 Cr

Quantum Ethical Fund Direct Growth

NA

-

-

-

Quantum Nifty 50 ETF Fund of Fund Direct Growth

NA

10.24%

-

₹29.59 Cr

Key information about quantum mutual funds

Mutual fund name

Quantum Mutual Fund

Asset Management Company Name

Quantum Asset Management Co Pvt. Ltd

AMC Setup Date

02-Dec-2005

AMC Incorporation Date

19-Sep-2005

Sponsor Name

Quantum Advisors Private Limited

Trustee Organisation

Quantum Trustee Company Private Limited

CIO

Mr. Chirag Mehta

MD & CEO

Mr. Jimmy Patel

Compliance Officer

Mr. Malay Vora

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How can you invest in quantum mutual funds Mutual Funds

To invest in quantum mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:


Step 1 : Download the Lemonn App

If you haven't already, download the Lemonn App from the Google Play Store or Apple App Store.


Step 2 : Sign up / Log in

Sign up by providing your phone number and completing the basic registration process.

If you already have an account, simply log in.


Step 3 : Complete KYC

Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.


Step 4 : Search for quantum mutual funds Mutual Funds

Once your KYC is done, search for the quantum mutual funds Mutual Fund schemes you're interested in by using the search bar.


Step 5 : Choose a Scheme

You will see a list of various funds under quantum mutual funds. Explore the options, check their performance, risk profile, and investment objectives.

Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).


Step 6 : Decide on the Investment Amount

You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.


Step 7 : Confirm the Investment

Enter the amount you wish to invest.

Review the details and confirm the payment method (Net Banking, UPI, etc.).

After making the payment, you will receive a confirmation of your investment.


Step 8 : Track Your Investment

You can track the performance of your quantum mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.


If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!

Top Fund Managers

Mr. Hitendra Parekh
Hitendra Parekh is a Fund Manager and Dealer at Quantum Asset Management Company Pvt. Ltd. Before joining Quantum, he spent 4 years with Unit Trust of India and 9 years with UTI Securities Ltd. Mr. Parekh holds a Bachelor’s degree in Commerce and a Master’s in Financial Management from Mumbai University.

Mr. Nilesh Shetty
Nilesh Shetty has been an Associate Fund Manager at Quantum Mutual Fund since 2011, having initially joined as a Senior Manager in 2009. He currently oversees an Assets under Management (AuM) of Rs. 999 Crore, which is invested across four schemes, including Quantum Long Term Equity Value Fund and Quantum Multi Asset Fund. Before joining Quantum, Mr. Shetty worked as an Officer at ICICI Bank starting in 2003. He then moved to Pranav Securities Pvt. Ltd. in 2004 as a Senior Manager of Research, and in 2007, he joined Edelweiss Securities Ltd. as a Manager of Research. He holds a Master of Management Studies (MMS) degree from Mumbai University and is a Certified Public Accountant (CPA) from the Association of International Certified Professional Accountants. He is also a Chartered Global Management Accountant (CGMA) from the Chartered Institute of Management Accountants (CIMA) and a Chartered Financial Analyst (CFA) from the CFA Institute.

Mr. Chirag Mehta
Chirag Mehta has been a Fund Manager at Quantum Asset Management Company Pvt. Ltd. since 2006. He currently manages an Assets under Management (AuM) of Rs. 71 Crore, which is invested across five schemes, including Quantum Equity Fund of Funds and Quantum Multi Asset Fund. Before joining Quantum, Mr. Mehta worked with Kotak & Co. Ltd. and the Federation of Indian Commodities Exchanges. He holds a Bachelor of Commerce (B.Com) degree from Mithibai College and a Master of Management Studies (MMS) degree from Mumbai University. Additionally, Mr. Mehta is a Chartered Alternative Investment Analyst (CIAI).

Mr. Atul Kumar
Atul Kumar is the Head of Equities at Quantum Mutual Fund, where he manages an Assets under Management (AuM) of Rs. 1,062 Crore, invested across five schemes, including Quantum Long Term Equity Value Fund and Quantum Tax Saving Fund. Prior to joining Quantum, Mr. Kumar was with Sahara Asset Management Co. Pvt. Ltd. He holds a Bachelor of Commerce (B.Com) degree from Delhi University and a Post Graduate Diploma in Business Management (PGDBM) from the ICFAI Business School.

Mr. Pankaj Pathak
Pankaj Pathak has been the Fund Manager of Fixed Income at Quantum Asset Management Company Pvt. Ltd. since 2017, having joined the company as a Senior Manager in Fixed Income in 2013. He currently manages an Assets under Management (AuM) of Rs. 343 Crore, invested across seven schemes, including Quantum Dynamic Bond Fund and Quantum Liquid Fund. Mr. Pathak started his career as an Interest Rate Trader at the Bank of Maharashtra in 2009 and was later promoted to Senior Manager of Foreign Exchange in 2013. He holds a Bachelor of Science (B.Sc) degree from the University of Lucknow and a Post Graduate Diploma in Banking and Finance (PGDBF) from the National Institute of Bank Management (NIBM). Additionally, he is a Chartered Financial Analyst (CFA).

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FAQs

1.Should I invest in a Quantum Mutual fund scheme?

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Whether you should invest in Quantum Mutual Funds or not depends on your goals. In addition to assessing their returns over several timelines, evaluate the schemes based on risk, volatility, returns, the fund manager’s experience, and your own return expectations and risk tolerance.

2.How to Start a Quantum Mutual Fund SIP online?

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There are two ways to start a Quantum Mutual Fund SIP. For a hassle-free investing experience, you can invest in Quantum Mutual Fund SIP online through the Lemonn App. Alternatively, you can start investing in Quantum Mutual Fund SIP online through Quantum Mutual Fund AMC official website.

3.How to redeem Quantum Mutual funds Online?

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There are two ways of doing this. You can initiate your redemption request by Lemonn App. Alternatively, you can also redeem your investments by visiting the Quantum Mutual Fund AMC website.

4.How much time does it take to redeem the Quantum Mutual funds?

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The proceeds of equity, debt, and conservative hybrid funds are generally transferred to your registered bank account within 2-4 working days of the withdrawal initiation. Redemption of liquid funds takes 1-2 working days.

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