Fund Name
Ratings
Risk
3Y Returns
AUM

Quantum Tax Saving Fund Direct Plan IDCW Payout

Equity ELSS

1.5

Very High

18.61%

₹164.78 cr.

Quantum Tax Saving Fund Direct Plan Growth

Equity ELSS

1.5

Very High

18.61%

₹164.78 cr.

Quantum Long Term Equity Value Fund Direct Plan IDCW Payout

Equity Value Fund

1.5

Very High

18.45%

₹1,030.04 cr.

Quantum Long Term Equity Value Fund Direct Plan IDCW Reinvestment

Equity Value Fund

1.5

Very High

18.45%

₹1,030.04 cr.

Quantum Long Term Equity Value Fund Direct Plan Growth

Equity Value Fund

1.5

Very High

18.45%

₹1,030.04 cr.

Quantum Equity Fund of Funds Direct Plan IDCW Payout

Other FoFs Domestic

0

Very High

16.41%

₹109.71 cr.

Quantum Equity Fund of Funds Direct Plan IDCW Reinvestment

Other FoFs Domestic

0

Very High

16.41%

₹109.71 cr.

Quantum Equity Fund of Funds Direct Plan Growth

Other FoFs Domestic

0

Very High

16.41%

₹109.71 cr.

Quantum India ESG Equity Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

15.33%

₹83.53 cr.

Quantum Multi Asset Fund of Funds Direct Plan Growth

Other FoFs Domestic

0

Moderately High

9.87%

₹58.13 cr.

Quantum Gold Savings Fund Direct Plan Growth

Other FoFs Domestic

0

High

9.66%

₹96.69 cr.

Quantum Dynamic Bond Fund Direct Plan Growth

Debt Dynamic Bond

3.5

Moderately Low

6.25%

₹94.49 cr.

Quantum Dynamic Bond Fund Direct Plan Monthly IDCW Payout

Debt Dynamic Bond

3.5

Moderately Low

6.25%

₹94.49 cr.

Quantum Dynamic Bond Fund Direct Plan Monthly IDCW Reinvestment

Debt Dynamic Bond

3.5

Moderately Low

6.25%

₹94.49 cr.

Quantum Liquid Fund Direct Plan Monthly IDCW Reinvestment

Debt Liquid Fund

1.5

Low

5.15%

₹593.54 cr.

Quantum Liquid Fund Direct Plan Growth

Debt Liquid Fund

1.5

Low

5.15%

₹593.54 cr.

Quantum Nifty 50 ETF Fund of Fund Direct Plan Growth

Other FoFs Domestic

0

Very High

0%

₹22.77 cr.

Quantum Liquid Fund Direct Plan Daily IDCW Reinvestment

0%

₹.00 cr.

About Quantum Mutual Fund

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.

Quantum Asset Management Company Key Information

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

Quantum Mutual Fund Managers

NS

Nilesh Shetty

Fund Manager since Nov 2006 (17 years)

SG

Sorbh Gupta

Fund Manager since Dec 2008 (15 years)

CM

Chirag Mehta

Fund Manager since Jun 2019 (4 years)

PP

Pankaj Pathak

Fund Manager since Mar 2017 (7 years)

HP

Hitendra Parekh

Fund Manager since Jul 2022 (1 year)

How to Invest in Quantum Mutual Fund via Angel One?

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:

  1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
  2. Analyse the fund’s past performance, tax incidence, constituent sectors and stocks.
  3. Calculate the potential returns using the calculator.
  4. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
  5. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  6. Consider the fund’s expense ratio to get an idea about the cost of investing in it.

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:

  1. Decide whether your want to invest in a lump sum or via monthly SIP
  2. Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
  3. After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.

Documents Required To Invest in Quantum Mutual Fund

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:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. Address Proof – Aadhar Card is the recommended choice, including both sides.
  4. Bank Account Details, along with a cancelled cheque if required.
  5. Nominee details and FATCA Declarations

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.

Top 8 Quantum Mutual Funds to Invest

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

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

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

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

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

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

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

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

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.

Mutual Funds Calculator

Quantum Mutual Fund FAQs

How to start a Quantum Mutual Fund SIP online?

Search for your desired scheme on Angel One under the Mutual Fund section. Enter a comfortable instalment amount and click on proceed. Before doing this, ensure you have enough funds in your account for the transaction to go through. Alternatively, you can also start an online SIP via the AMC website.

Which scheme is the best in Quantum Mutual Fund?

The best in the Quantum Mutual Fund depends on your investment goal and risk tolerance. On top of these, consider factors such as the fund's performance history, risks, and expenses involved to make an informed decision on the best-suited scheme for you.

How to redeem Quantum Mutual Fund online?

You can redeem your units Quantum Mutual Fund in two ways - via AMC’s website and Angel One. For the latter route, head to the Mutual Funds section under Angel One App or visit https://www.angelone.in/mutual-funds/.

. Are Quantum Mutual Fund schemes tax-free?

There are funds that fall under the category of equity-linked savings schemes or ELSS that allow you to claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year from your taxable income.

Who owns the Quantum Mutual Fund?

Ajit Dayal is the founder of the Quantum Mutual Fund. Jimmy Patel is the Managing Director & Chief Executive Officer of the Quantum Mutual Fund.