Quantum Mutual Fund is known for its pioneering paperless investment platform. They offer a range of funds for every investor's need. The AMC focuses on simplicity and transparency in its investment approach. Read More
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Quantum Mutual Fund is incorporated as a trust under the Indian Trusts Act, 1882. It is also registered with SEBI. The AMC is managed by Quantum Asset Management Company Pvt Ltd. Its journey boasts of many firsts in India. In 2011, it launched India’s first paperless invest online platform.
As of February 28, 2023, Quantum AMC offers 12 schemes and has an AUM of ₹2,160 crore.
| Founding date | December 2, 2005 |
| AMC Incorporation date | September 19, 2005 |
| Headquarters in | Mumbai |
| Name of the sponsors | Quantum Advisors Private Limited
HWIC ASIA |
| Trustee organisation | Quantum Trustee Company Private Limited |
| MD and CEO | Mr Jimmy Patel |
| Chief Investment Officer | Mr Chirag Mehta |
| Compliance Officer | Mr Malay Vora |
Investing in the Quantum Mutual Fund is hassle-free through your Angel One account. You just have to follow these steps:
Step 1: Log in to your Angel One account using your registered mobile number. Validate the OTP and finally enter your MPIN.
Note: If you do not have a Demat account with Angel One, you can open one in a few minutes by fulfilling the KYC procedure and submitting the necessary documents.
Step 2: Determine the most-suited fund based on your needs and risk profile. You can evaluate each fund under the mutual fund section on the Angel One app. Things to consider at this stage are:
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in. At this stage, consider the following:
Investing in Quantum Mutual Fund through Angel One is a breeze, thanks to our seamless and fully digital KYC process. To get started on your investment journey, you’ll need to submit the following essential documents:
At Angel One, we’ve simplified the KYC verification process, ensuring swift access to Quantum Mutual Funds, whether you’re a new or returning investor. Your financial objectives are easily attainable through our user-friendly platform. The KYC process typically takes just 48-72 business hours, so you can commence your mutual fund journey with ease.
| Name of the Fund | Sub Category | AUM (₹in crore) | Minimum Investment (₹) | CAGR 3Y (%) | CAGR 5Y (%) |
| Quantum Tax Saving Fund | Equity Linked Savings Scheme (ELSS) | 136.87 | 500 | 22.95 | 11.62 |
| Quantum Long Term Equity Value Fund | Value Fund | 907.27 | 500 | 22.95 | 11.54 |
| Quantum India ESG Equity Fund | Thematic Fund | 71.78 | 500 | 20.99 | – |
| Quantum Equity FoF | FoFs (Domestic) – Equity Oriented | 99.85 | 500 | 20.88 | 13.2 |
| Quantum Multi Asset FOFs | Flexi Cap Fund | 53.71 | 500 | 9.76 | 8.95 |
| Quantum Dynamic Bond Fund | Dynamic Bond Fund | 89.93 | 500 | 5.02 | 7.33 |
| Quantum Liquid Fund | Liquid Fund | 602.91 | 500 | 4.59 | 4.89 |
| Quantum Gold Saving Fund | FoFs – Gold | 91.39 | 500 | 3.38 | 11.84 |
**All data as of October 4, 2023.
Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
Quantum Tax Saving Fund is categorised as an Equity Linked Savings Scheme (ELSS). This fund primarily invests in equities, aiming to provide tax benefits to investors. With an AUM of ₹136.87 crore, it holds a favourable expense ratio of 0.9%. Over the past 3 years, it has delivered a Compounded Annual Growth Rate (CAGR) of 22.95%. The minimum investment required for this fund is ₹500.
Quantum Long Term Equity Value Fund operates as a Value Fund, focusing on long-term capital appreciation. It manages an AUM of ₹907.27 crore with an expense ratio of 1.1%. The fund has demonstrated a 22.95% CAGR over a 3-year period. Investors can start with a minimum investment of ₹500.
Quantum India ESG Equity Fund operates as a Thematic Fund, investing in companies aligned with environmental, social, and governance criteria. It maintains an AUM of ₹71.78 crore with a reasonable expense ratio of 0.83%. Over the past 3 years, it has shown a CAGR of 20.99%. The minimum investment required for this fund is ₹500.
Quantum Equity FoF is categorised as a Fund of Funds (FoFs) – Domestic, primarily focused on equity investments. It manages an AUM of ₹99.85 crore with a low expense ratio of 0.51%. Over the past 3 years, it has delivered a CAGR of 20.88%. The minimum investment amount for this fund is ₹500.
Quantum Multi Asset FOFs is categorised as a Flexi Cap Fund, offering a flexible investment approach across multiple asset classes. It manages an AUM of ₹53.71 crore with a notably low expense ratio of 0.1%. Over a 3-year period, it has shown a CAGR of 9.76%. The minimum investment required for this fund is ₹500.
Quantum Dynamic Bond Fund operates as a Dynamic Bond Fund, adjusting its portfolio based on market conditions and interest rate movements. It holds an AUM of ₹89.93 crore with an expense ratio of 0.51%. Over a 3-year period, it has shown a CAGR of 5.02%. The minimum investment required for this fund is ₹500.
Quantum Liquid Fund is classified as a Liquid Fund, investing in short-term debt instruments providing liquidity and stability. It manages an AUM of ₹602.91 crore with a minimal expense ratio of 0.15%. Over the past 3 years, it has demonstrated a CAGR of 4.59%. The minimum investment amount for this fund is ₹500.
Quantum Gold Saving Fund operates as a Fund of Funds (FoFs) – Gold, primarily investing in gold-related instruments. It holds an AUM of ₹91.39 crore with an exceptionally low expense ratio of 0.06%. Over a 3-year period, it has shown a CAGR of 3.38%. The minimum investment required for this fund is ₹500.
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