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Quantum Mutual Fund launched a new open-ended equity scheme named “Quant Commodities Fund” on December 8, 2023, through NFO, to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of companies engaged in commodity and commodity-related sectors. This scheme (NFO) has an entry load of Nil and an exit load of 1% for redemptions or switch-outs within 15 days from the date of allotment, irrespective of the investment amount. The minimum subscription amount is Rs 5,000. The offer closes on December 22, 2023.
The objective of the scheme is to generate long-term capital appreciation by creating a portfolio that is invested predominantly in Equity and Equity related securities of companies engaged in commodity and commodity-related sectors. There is no assurance that the investment objective of the Scheme will be realised.
The risk-o-meter for this fund shows a very high-risk mark where the fund is considering its benchmark as Nifty Commodities TRI.
| Asset Class | Normal Allocation (% of net assets) | Risk Profile | |
| Minimum | Maximum | ||
| Equity and equity related instruments of companies engaged in commodity and commodity related sectors | 80 | 100 | Very High |
| Equity and equity related instruments other than companies engaged in commodity and commodity related sectors | 0 | 20 | Very High |
| Debt, Units of debt Mutual Fund schemes and money market instruments | 0 | 20 | Low to Medium |
| Gold ETF, Silver ETF & any other asset class in commodities as permissible by SEBI from time to time (excluding commodity derivatives) | 0 | 20 | Meduim to High |
| Exchange Traded Commodity Derivatives (ETCDs) & any other asset class in commodities as may be permitted by SEBI from time to time (subject to applicable SEBI limits) | 0 | 20 | Meduim to High |
| Foreign Equity and Equity related instruments and Overseas ETFs | 0 | 20 | Very High |
| Units issued by issued by REITs & InvITs | 0 | 10 | Very High |
Fund managers
Ankit Pande – Age: 37 years, Qualification: CFA, MBA, Experience of 9 years in Indian equities
Sanjeev Sharma – Age: 44 years, Qualification: PGDBA(Fin.), M.com and Certified TM (Treasury & Forex Risk), 13 years of experience in the financial market
Vasav Sahgal – 28 years, Qualification: B.com & CFA, four and a half years of experience in Equity and Fixed Income research, Portfolio Management, Data Analytics and Python Programming.
Varun Pattani – 26 years, Qualification: CA, experience in tracking Indian equities across sectors
Here is one similar fund to understand the performance of the commodities fund. As this is an NFO, there is no historical data for the scheme. Let’s see the performance of similar funds.
ICICI Prudential Commodities Fund – historical returns
| Period | Absolute Returns | Annualised Returns | Category Average |
| 1 Year | 21.31% | 21.31% | 26.02% |
| 2 Year | 45.77% | 20.73% | 16.10% |
| 3 Year | 153.31% | 36.32% | 22.92% |
| Since Inception | 256.40% | 35.85% | 17.84% |
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. The information is based on various secondary sources on the internet and is subject to change. Please consult with a financial expert before making investment decisions.
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