Media Kit
Have you heard about us? Probably not! Because we prefer our investors to buy into our products and trust the way we manage money, rather than push our products to them through mass media campaigns. Nor do we talk, about our star fund managers. So we re not surprised that you don t know about us. In fact that gives us hope! We are Quantum Mutual Fund Set up in 2006, we are a fund house that chose a different path- we chose to go directly to people who wanted a low cost way to manage their long term investments. Quantum Mutual Fund is directed by a set of values that we treasure as the Quantum Philosophy: Long Term Approach We believe that investing is actually about watching your hard earned savings grow into wealth over the long term. Our research methodology and investment approach reflect this long term vision in practice. Simple Products We don t understand the New Fund Offer frenzy! That s the reason why we have launched only 8 basic funds till date. Our product portfolio aims to help you spread your investments across Equity, Debt and Gold. Sectorial and Thematic funds make very little sense to us, and we have stayed away from launching such products. No Star Fund Manager Quantum Mutual Fund believes in a team approach. We follow a process for selecting or avoiding stocks, and as such, the concept of Star Fund Managers, does not appeal to us. Our fund managers work along with our research team to ensure that come what may your portfolio is never compromised. Low Cost The chief benefit of investing with a direct to investor mutual fund is lowered costs, since you as an investor save on distribution expenses. We also have added to your cost savings by offering you one of the lowest Expense Ratios in the industry. We are a Low Cost fund that works to add value to your investments! Set up in 2006, Quantum Mutual Fund is a fund house that chose a different path we chose to go directly to people who wanted a low cost way to manage their long term investments. We thus chose to cut costs, and give our investors a transparent and unbiased system of deciding which fund they should invest in. Quantum Mutual Fund was launched as the country s 1 st and only direct to investor mutual fund. What do we have to offer? Along with professional fund management experience, and the benefits of investing in mutual fund, we offer investors a simple array of products that they could use to build their portfolio. We have eight basic funds that are spread across Equity, Gold and Debt to help diversify investments.
OUR PRODUCTS Quantum Long Term Equity Fund (An open ended Equity scheme) Our flagship fund aims to give investors an equity exposure (higher return-higher risk). As an open-ended equity diversified fund, the Quantum Long Term Equity Fund looks at generating long term capital appreciation by investing primarily in shares of large and mid-cap companies that will typically be included in the BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its market. Quantum Tax saving Fund (An equity Linked Saving Scheme with 3years lock-in period) Our Equity Linked savings scheme helps investors plan their taxes better. Along with deductions under sec 80C of the Income Tax Act, the fund also gives investors equity exposure. Historical analysis shows that equities have the potential to earn higher returns (with higher risk) as compared to other asset classes over a long period of time. Quantum Liquid Fund (An open ended Liquid Scheme) Our Liquid Fund ensures that investor s money is not left idle. Hence, rather than leave their surplus cash at home or in a locker, they could entrust it to a liquid fund that is meant to provide optimal returns with low to moderate levels of risk and high liquidity through judicious investments in money market and debt instruments. Quantum Gold Fund (ETF) (An open-ended Exchange Traded Fund-Gold) Our Quantum Exchange Traded Fund is meant to give investor s portfolio a diversification option by investing in Gold. Since we offer units backed by ½ gram of 0.995 finesse pure gold, investors have an affordable and purity assured way of investing in Gold ETF. ETF units are traded like normal shares on the exchange. Quantum Gold Savings Fund (An Open-ended Fund of Funds scheme) Meant for investors who are convinced about Gold Exchange Traded Fund but don t have demat or a trading account. It also meant for investors, who would like to have Systematic Investment Plan (SIP) for investing in Gold. Investors can invest in the Quantum Gold Savings Fund like any of our other Non ETF products, and the Quantum Gold Saving Fund in turn will invest in the Quantum Gold ETF. Quantum Equity Fund of Funds (An Open-ended Equity Fund of Funds scheme) Want a mix and match of mutual fund schemes that we think make a sensible risk-adjusted portfolio (based on research)? Then the Quantum Equity Fund of Fund is a solution. This fund invests in portfolio of other equity diversified funds (other than Quantum). Quantum Index Fund (ETF) (An Open-ended Exchange Traded Fund) For the kind of investor, who would be happy with just the exact risk return combination of the index. The Quantum Index Fund does exactly that- it apes the S&P CNX Nifty Index-Stock by Stock; ETF units are traded like normal shares on the exchange.
Quantum Multi Asset Fund (QMAF) (An Open-Ended Fund of Funds) Multi Asset Fund is a combined portfolio of equity, debt / money markets and gold schemes of Quantum Mutual Fund. The fund aims to generate modest capital appreciation while trying to reduce risk by diversifying it across asset classes. Apart from research backed optimal asset allocation, Quantum Multi Asset Fund also provides you the advantage of investing in one single scheme and hence monitoring and rebalancing portfolio becomes easy for investors. In case of Tax Implications, the fund is being treated as Non-Equity Fund; Capital gains will apply (Long Term and Short Term) A Strong Investment Team Ajit Dayal- Chairman Ajit Dayal has over 25 years of experience in the Indian capital market and 8 years of experience in international stock markets as an analyst and a portfolio manager. He has a Bachelor s Degree in Economics from the Mumbai University and has completed his Master s in Business Administration from the University of North Carolina. Prior to founding Quantum Advisors Pvt. Ltd, Ajit held various positions including Deputy Chief Investment Officer at Hansberger Global Investors, Inc. (HGI), Lead manager for Vanguard International Value Fund, Chief Executive Officer of UTI Investment Advisory Services Limited, amongst others. He has previously been voted Best Analyst for India by Asia Money and Institutional Investor and was also nominated to the All-Star Asian Team, 1994. I.V Subramaniam- Director Mr. Subramaniam has over 19 years of experience in the financial services industry. He began his journey with the Quantum family in 1996, when he joined Quantum Advisors Pvt. Ltd. Mr. Subramaniam s previous work experiences include tenures with Securities Capital (I) Ltd, an independent equity research firm, D. B. T. Kumar, a stock broking firm, Clarity Finance, an independent equity research house and investment advisor, and Karvy Consultants. Subramaniam is a CFA charter holder and a qualified Company Secretary from the Institute of Company Secretaries of India. Along with his Bachelors of Commerce degree and Bachelors of Law degree, he holds a Diploma in Business Finance from the Institute of Chartered Financial Analysts, India.
ACharteredAccountantbyprofession,Jimmy'sjourneyinthefinancialindustrybeganmore thantwodecadesago.witharichexperienceofnearly25yearsanda"stelarperformance Award"tohiscredit,Jimmysetsanexemplaryexampleofexcelence.Continualyserving asamemberofmultipleamfiandsebicommitees,hecariesadeepunderstandingof thevariousfacetsandfunctioningofanassetmanagementcompany.alwaysaninnovator, withadetailedunderstandingofcomplianceguidelinesandregulatoryrequirements,jimmy hasplayedakeyroleincreatingindia sfirsttotalypaperlessonlineinvestmentportalfor Quantum AMC. Duringhisprevioustenures,Jimmyhasworkedinvariouscapacitiesinareasoffinancialaccounting,operations,budgeting,controls&profitplanning,corporaterestructuring,administrationofaccounts,salesandmarketing,andcompliance. HecurentlyisamemberoftheBoardofDirectorsofAMFI.
Chirag Mehta, Fund Manager, Quantum Gold Fund, Quantum Gold Savings Fund & Quantum Multi Asset Fund Chirag is a qualified CAIA (Chartered Alternative Investment Analyst), and has also completed his Masters in management Studies in Finance. His association with Quantum began in 2006, when he joined as an Assistant Analyst Commodities. Chirag Mehta has more than eight years of experience in handling commodities. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship. Chirag is also the author of the Golden Truth a newsletter on gold and global trends. Nilesh Shetty -Associate Fund Manager, Quantum Long Term Equity Fund & Quantum Multi Asset Fund Qualified as an MMS in Finance, CFA Charter and an Associate Member of CPA (AICPA, New Hampshire board) Nilesh Shetty is the Associate Fund Manager for Quantum Long Term Equity Fund & Quantum Multi Asset Fund. With close to 8 years of experience in equity research as well as managing funds and developing portfolios, Mr. Shetty brings with him a wealth of experience of having tracked varied sectors in his previous work assignments. Prior to joining Quantum, Nilesh was associated with Edelweiss group. S. Natraj, Senior Portfolio Manager, Quantum Asset Management Company Private Limited. Natraj is associated with Quantum Advisors since 2010 and has 12.5 years of experience in the Indian and Middle East capital markets as an Analyst, Head of Research and Manager - Research. In addition to being Quantum s primary analyst for automobiles, auto ancillaries & information technology, S. Natraj assists on portfolios for international clients. Prior to joining Quantum, S. Natraj worked for 3 years at National Investment Funds Company, Oman and 6.5 years at Quantum Information Services Limited, India, as Head of Research. S. Natraj received his Post Graduate Diploma in Business Management from Mumbai University in 2000. Harshad Chetanwala, Head - Customer Delight Harshad Chetanwala has more than 12 years of experience in financial services. Currently, he strategizes, executes and analyzes the sales efforts for Quantum Asset Management Company. Along with Direct Sales, he has experience in Alternate Channels like IFA & CFP, Franchisees, Corporate Partners and Online Partners etc. He contributes to planning; implementing and enhancing the Internet based Online Business Model of the company.
He has been associated with Quantum Asset Management Company since April, 2008. He has completed his Bachelor of Commerce from Mumbai University. DICLAIMER:- RISK FACTORS AND DISCLAIMER: Mutual fund investments are subject to market risks read all scheme related documents carefully. Please visit www.quantummf.com to read scheme specific risk factors. Investors in the Scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the schemes objective will be achieved and the NAV of the scheme(s) may go up and down depending upon the factors and forces affecting securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the Scheme(s). Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: Quantum Advisors Private Limited. (Liability of Sponsor limited to Rs. 1,00,000/-), Trustee: Quantum Trustee Company Private Limited, Investment Manager: Quantum Asset Management Company Private Limited. The Sponsor, Trustee and Investment Manager are incorporated under the Companies Act, 1956.