Quantum Mutual Fund was constituted as a trust on October 7, 2005, and is sponsored by Quantum Advisors Private Ltd. The Quantum AMC offers investors 14 different mutual fund schemes, including 8 equity schemes, 2 debt schemes, 2 hybrid schemes, and 2 others. As of December 31, 2024, Quantum Mutual Fund had Assets Under Management (AUM) worth Rs 2,895 crores.
Mr. Ajit Dayal founded Quantum Advisors Private Limited (Quantum Advisors). Although Quantum Asset Management Company Private Limited (Quantum AMC) was incorporated in September 2005, its Sponsor, Quantum Advisors, was founded in 1990. Quantum Advisors Private Limited is an SEBI-registered Portfolio Manager involved in Equity Research, Portfolio Management, and Investment Advisory Services.
It provides such services to foreign institutional investors, venture capital funds, and high-net-worth individuals. HWIC Asia holds 49.20% of Quantum Advisors's paid-up share capital, while its founder, Ajit Dayal, holds 50.8% of the company’s shares.
Key Information About Quantum Mutual Fund
How to Invest in the Quantum Mutual Fund
Investing in the best Quantum Mutual Funds can be a complex process. To make it easier, here is a step-by-step guide:
1. Choose Your Mutual Fund Type
Choose your mutual types, such as equity, debt, hybrid, index, and sector funds, according to your risk tolerance (low, medium, or high) and financial goals.
2. Select a Mutual Fund Scheme
After carefully analysing the historical returns, expense ratio, reviews, and ratings of different schemes, choose your preferred Quantum Mutual Fund.
3. Login or Open a Demat Account
Log in to your Stack Wealth account. If you do not have an account, you can register with your mobile number and create a new one immediately.
4. Complete KYC (Know Your Customer) Requirements
The next step involves providing personal information and verifying identity. You must upload a government-issued ID such as PAN, Aadhar and proof of address. Follow the instructions in the app to complete this step smoothly.
5. Select Investment Mode (SIP or lumpsum)
If you prefer regular, disciplined investing, you can set-up a systematic investment plan (SIP), which is periodic (monthly, quarterly, etc.). Alternatively, if you have a large amount to invest, you can make a lump-sum investment. Select the investment period of your choice.
6. Confirm and Track Your Investment
After setting up your investment, sit back and watch your money grow. The Stack Wealth app will provide regular updates and reports on your portfolio’s performance. You can also adjust your investments or withdraw funds as needed.
List of Best Quantum Mutual Funds in India
Here is the list of some of the best Quantum Mutual Funds in India:
* All data as of 31 Jan 2025
Detailed Overview of Quantum Mutual Fund Schemes
Now, let’s discuss these 10 Quantum Mutual Fund schemes in detail:
1. Quantum ESG Best In Class Strategy Fund - Direct Plan-Growth
Quantum ESG Best In Class Strategy Fund is an Open-ended equity scheme investing in companies following Environment, Social and Governance (ESG) theme assessed through a Best In Class Strategy. These are diversified equity funds that are thematic.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 11.09% and 17.03%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹13,715.
- Minimum Investment Amount: The minimum lump sum for the Quantum ESG Best In Class Strategy Fund is ₹500; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.
2. Quantum ELSS Tax Saver Fund- Direct Plan-Growth
Quantum ELSS Tax Saver Fund (QTSF) is an open-ended Equity Linked Saving Scheme with Tax Benefits and a Statutory Lock of 3 years.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 17.11% and 19.48%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹16,067.
- Minimum Investment Amount: The minimum lump sum for the Quantum ELSS Tax Saver Fund is ₹500; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.
3. Quantum Dynamic Bond Fund- Direct Plan-Growth
Quantum Dynamic Bond Fund (QDBF) is an open-ended dynamic debt scheme that invests across durations. It has a defined credit exposure and dynamic maturity profile. The fund has a relatively high interest rate risk and relatively low credit risk.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 7.13% and 6.33%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,298.
- Minimum Investment Amount: The minimum lump sum for the Quantum Dynamic Bond Fund is ₹500; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.
4. Quantum Multi Asset Fund of Funds- Direct Plan-Growth
Quantum Multi Asset Fund of Funds (FoF) is an open-ended Fund of Funds Scheme. It invests in Quantum Mutual Fund schemes and diversifies risks across asset classes such as debt, equity, and gold, minimising dependence on a single asset class.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 10.62% and 10.78%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹13,541.
- Minimum Investment Amount: The minimum lump sum for the Quantum Multi Asset Fund of Funds is ₹500; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.
5. Quantum Liquid Fund- Direct Plan-Growth
Quantum Liquid Fund is an open-ended debt (liquid) scheme that invests in very short-term assets like treasury bills, government securities, repos, etc, with relatively low interest rates and credit risk. It invests only in debt securities with residual maturity of up to 91 days.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 6.40% and 5.16%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹12,049.
- Minimum Investment Amount: The minimum lump sum for the Quantum Liquid Fund is ₹5000; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.
6. Quantum Long Term Equity Value Fund- Direct Plan-Growth
Quantum Long Term Equity Value Fund is an open-ended equity scheme that follows a Value Investment Strategy. Its well-diversified equity portfolio typically includes 25 to 40 stocks across sectors.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 17.03% and 19.39%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹16,036.
- Minimum Investment Amount: The minimum lump sum for the Quantum Long Term Equity Value Fund is ₹500; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.
7. Quantum Multi Asset Allocation Fund- Direct Plan-Growth
Quantum Multi Asset Allocation Fund is an open-ended hybrid scheme investing in equity & equity-related instruments, debt & money market securities, and gold-related instruments. The goal is to generate good risk-adjusted returns and achieve long-term investment goals.
- Fund Performance: The fund's annualized return has been around 7.80% since its inception. The current value of a Standard Investment of ₹10,000 is around ₹10,780.
- Minimum Investment Amount: The minimum lump sum for the Quantum Multi Asset Allocation Fund is ₹500; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.
8. Quantum Equity Fund of Funds- Direct Plan-Growth
Quantum Equity Fund of Funds (QEFOF) is an open-ended Fund of Funds (FoF) scheme that invests in a portfolio of an open-ended diversified equity scheme of funds registered with SEBI.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 12.29% and 15.61%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹14,165.
- Minimum Investment Amount: The minimum lump sum for the Quantum Equity Fund of Funds is ₹500; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.
9. Quantum Nifty 50 ETF- Direct Plan-Growth
Quantum Nifty 50 ETF is an open-ended scheme that replicates/tracks the Nifty 50 Index. In other words, it invests in equity and equity-related securities of companies in the Nifty 50 Index.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 10.83% and 15.75%, respectively. In three years, the current value of a Standard Investment of ₹10,000 will become around ₹13,616.
- Minimum Investment Amount: The minimum investment for the Quantum Nifty 50 ETF is 1 Unit.
10. Quantum Nifty 50 ETF Fund of Fund- Direct Plan-Growth
Quantum Nifty 50 ETF Fund of Fund (FoF) is an open-ended fund of fund that invests in units of Quantum Nifty 50 ETF to provide capital appreciation.
- Fund Performance: The fund's annualized return has been around 10.74% since its inception. The current value of a Standard Investment of ₹10,000 is around ₹13,002.
- Minimum Investment Amount: The minimum lump sum for the Quantum Nifty 50 ETF Fund of Fund is ₹500; for Min Add Lumpsum, it is ₹500; for SIP, it is ₹500.
Top Fund Managers
Below is the list of people who have made Quantum Mutual Fund Investment a standout choice in a highly competitive market.
1. Chirag Mehta
Chirag Mehta joined Quantum in 2006 and was promoted to Chief Investment Officer of Quantum Asset Management Company on April 1, 2022. He has been serving as Senior Manager of Alternative Investments. He has over 18 years of cumulative experience managing commodities and specialising in alternative investment strategies. He has managed the Quantum Gold Savings Fund, Quantum Gold Fund, Quantum Multi Asset Fund of Funds, Quantum Equity Fund of Funds, and Quantum India ESG Equity Fund.
2. Pankaj Pathak
Pankaj Pathak joined Quantum Asset Management Company Private Limited (Quantum AMC) in 2013. Before that, he was associated with the Bank of Maharashtra. He manages Quantum Liquid Fund, Quantum Dynamic Bond Fund & Quantum Multi Asset Allocation Fund. He has over 11 years of work experience in fixed-income investments and research.
3. Hitendra Parekh
Hitendra Parekh Joined Quantum Asset Management Company Private Limited in 2004. Previously, he was associated with Unit Trust of India and UTI Securities Ltd. He has over 3 decades of work experience in the financial services industry and manages Quantum Nifty 50 Fund ETF & Quantum Nifty 50 Fund or Fund.
4. Abhilasha Satale
Abhilasha Satale Joined Quantum AMC in 2022. Before joining Quantum, she worked with Dalal & Broacha PMS, First Global & Way2Wealth Sec. She has over 18 years of experience in the Indian capital markets and manages - Quantum Small Cap Fund.
5. Christy Mathai
Christy Mathai is an equity fund manager at Quantum Asset Management Company Private Limited. He joined the company in 2022 and has over six years of experience in equity research across multiple sectors. He has also worked at Great Eastern Shipping Family Office and Tata Consultancy Services. He manages the Quantum Tax Saving Fund and the Quantum Long Term Equity Value Fund.
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