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
|
Fund Name
|
Ratings
 |
Risk
|
3Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
Quantum ELSS Tax Saver Fund Equity ELSS |
Very High |
17.34% |
₹200.37 cr. |
||
|
Quantum ELSS Tax Saver Fund Direct Plan IDCW Payout Equity ELSS |
Very High |
17.33% |
₹200.37 cr. |
||
|
Quantum Long Term Equity Value Fund Equity Value Fund |
Very High |
17.28% |
₹1,079.72 cr. |
||
|
Quantum Long Term Equity Value Fund Direct Plan IDCW Payout Equity Value Fund |
Very High |
17.28% |
₹1,079.72 cr. |
||
|
Quantum Long Term Equity Value Fund Direct Plan IDCW Reinvestment Equity Value Fund |
Very High |
17.28% |
₹1,079.72 cr. |
||
|
Quantum Gold Savings Fund Other FoFs Domestic |
High |
16.86% |
₹168.45 cr. |
||
|
Quantum Equity Fund of Funds Other FoFs Domestic |
Very High |
13.54% |
₹113.16 cr. |
||
|
Quantum Equity Fund of Funds Direct Plan IDCW Payout Other FoFs Domestic |
Very High |
13.54% |
₹113.16 cr. |
||
|
Quantum Equity Fund of Funds Direct Plan IDCW Reinvestment Other FoFs Domestic |
Very High |
13.54% |
₹113.16 cr. |
||
|
Quantum ESG Best In Class Strategy Fund Equity Sectoral / Thematic |
Very High |
11.86% |
₹86.49 cr. |
||
|
Quantum Multi Asset Fund of Funds Other FoFs Domestic |
Moderately High |
10.82% |
₹59.15 cr. |
||
|
Quantum Dynamic Bond Fund Debt Dynamic Bond |
Moderately Low |
7.51% |
₹132.47 cr. |
||
|
Quantum Dynamic Bond Fund Direct Plan Monthly IDCW Payout Debt Dynamic Bond |
Moderately Low |
7.51% |
₹132.47 cr. |
||
|
Quantum Dynamic Bond Fund Direct Plan Monthly IDCW Reinvestment Debt Dynamic Bond |
Moderately Low |
7.51% |
₹132.47 cr. |
||
|
Quantum Liquid Fund Direct Plan Monthly IDCW Reinvestment Debt Liquid Fund |
Low |
6.44% |
₹507.26 cr. |
||
|
Quantum Liquid Fund Direct Plan Monthly IDCW Reinvestment Debt Liquid Fund |
Low |
6.44% |
₹507.26 cr. |
||
|
Quantum Liquid Fund Debt Liquid Fund |
Low |
6.44% |
₹507.26 cr. |
||
|
Quantum Ethical Fund Direct Plan Growth Equity Sectoral / Thematic |
Very High |
0% |
₹44.96 cr. |
||
|
Quantum Nifty 50 ETF Fund of Fund Other FoFs Domestic |
Very High |
0% |
₹23.95 cr. |
||
|
Quantum Small Cap Fund Equity Small Cap Fund |
Very High |
0% |
₹98.22 cr. |
||
|
Quantum Multi Asset Allocation Fund Hybrid Multi Asset Allocation |
Very High |
0% |
₹31.14 cr. |
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 |
CM
Chirag Mehta
Fund Manager since Feb 2024 (1 year)
Hide Details
Mr. Mehta received his MBA in Finance from Mumbai University and is a Chartered Alternative Investment Analyst. Before joining Quantum Asset Management Company Private Limited, he worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd). He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
PP
Pankaj Pathak
Fund Manager since Mar 2017 (8 years)
View Details
Mr. Pathak studied electronics in his undergraduate years, PGDBF at NIBM, Pune and also holds a CFA degree. Before joining Quantum, he used to work at Bank of Maharashtra, first as an interest rate trader and then in foreign exchange. Currently he handles fixed income-based funds at Quantum Mutual Fund.
HP
Hitendra Parekh
Fund Manager since Jul 2022 (2 years)
View Details
Mr. Parekh has a B.Com (H) and Master’s degree in Financial Management. Before joining Quantum AMC he worked with Quantum Advisors Pvt. Ltd. and UTI Securities Ltd.
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.
| Schemes | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1-Yr Return (%) |
| Quantum Gold Savings Fund | Commodities | 161 | 18.59 | 37.21 |
| Quantum Gold Fund | Commodities | 264 | 18.21 | 37.11 |
| Quantum ELSS Tax Saver Fund | Equity | 212.84 | 17.54 | 10.88 |
| Quantum Long Term Equity Value Fund | Equity | 1,150 | 17.49 | 11.06 |
| Quantum Equity Fund of Funds | Equity | 121 | 12.75 | 8.04 |
| Quantum Nifty 50 ETF | Equity | 62 | 11.14 | 5.23 |
| Quantum Multi Asset Fund of Funds | Hybrid | 60 | 10.99 | 11.50 |
| Quantum ESG Best In Class Strategy Fund | Thematic | 92 | 10.52 | 4.60 |
| Quantum Dynamic Bond Fund | Debt | 134 | 7.29 | 8.16 |
| Quantum Liquid Fund | Debt | 527 | 6.37 | 7.09 |
Note: All data is as of February 19, 2025. The funds selected have demonstrated the highest Compound Annual Growth Rate (CAGR) among Quantum Mutual Funds over the past 3 years.
The Quantum Gold Savings Fund, which has a 5-year CAGR of 13.90% and a 3-year CAGR of 15.52%, offers investors exposure to gold through systematic investments. With an AUM of ₹140.35 crore, this fund has a low expense ratio of just 0.03%. While the fund carries a high-risk factor, it provides a unique opportunity for those looking to add gold exposure to their portfolio.
The Quantum Gold Fund has achieved a 5-year CAGR of 13.81% and a 3-year CAGR of 15.27%. With an AUM of ₹235.84 crore, this fund allows investors to invest directly in gold with the benefit of a 0.78% expense ratio. It has a high-risk factor and can be ideal for those looking to diversify their portfolio with gold as an asset class.
The Quantum ELSS Tax Saver Fund has delivered a 5-year CAGR of 19.03% and a 3-year CAGR of 18.98%. The fund’s AUM stands at ₹212.84 crore, with a low expense ratio of 0.89%. With a very high-risk factor, this fund combines tax-saving opportunities with potential growth, making it a compelling choice for investors willing to take on higher risk for long-term benefits.
The Quantum Long Term Equity Value Fund has reported a 5-year CAGR of 18.92% and a 3-year CAGR of 18.79%. With an AUM of ₹1,168.78 crore and an expense ratio of 1.10%, it focuses on value-based investing. This fund carries a very high-risk factor, which investors should consider when evaluating its suitability for their investment goals.
With a 5-year CAGR of 16.12% and a 3-year CAGR of 14.18%, the Quantum Equity Fund of Funds offers access to a diversified portfolio of equity funds. Its AUM stands at ₹126.54 crore, and it charges an expense ratio of 0.51%. The fund’s very high-risk factor should be considered by those looking to invest in a portfolio of equity funds with the potential for significant growth.
The Quantum Nifty 50 ETF tracks the Nifty 50 Index with a 5-year CAGR of 15.61% and a 3-year CAGR of 12.06%. The fund has an AUM of ₹60.56 crore and an exceptionally low expense ratio of just 0.09%. With a very high-risk factor, it can be suitable for those looking to invest in the top 50 stocks of India with low cost and passive management.
With a stable 5-year CAGR of 10.92%, the Quantum Multi Asset Fund of Funds provides a balanced portfolio of equities, bonds, and other assets. The fund’s AUM stands at ₹59.86 crore, with a very low expense ratio of 0.10%. Its moderately high-risk factor makes it an attractive option for investors looking for diversification across multiple asset classes.
The Quantum ESG Best In Class Strategy Fund has a 5-year CAGR of 17.51% and a 3-year CAGR of 12.42%. With an AUM of ₹89.88 crore, this fund focuses on sustainable, ESG-compliant companies. It has an expense ratio of 0.74% and carries a very high-risk factor. This fund can be ideal for investors looking to align their investments with environmental, social, and governance values.
The Quantum Dynamic Bond Fund has delivered a 5-year CAGR of 6.87% and a 3-year CAGR of 7.21%. With an AUM of ₹131.67 crore, this bond fund aims to manage interest rate risks dynamically. The expense ratio is 0.51%, and the fund is classified as moderate risk, making it a possible choice for conservative investors seeking stable returns from fixed-income securities.
The Quantum Liquid Fund, with a 5-year CAGR of 5.13% and a 3-year CAGR of 6.22%, is designed for short-term investments with minimal risk. It has an AUM of ₹523.65 crore and an expense ratio of 0.16%. With a low-risk profile, this fund can be suitable for investors looking for liquidity and safety while earning modest returns in a low-risk environment.
Get the link to download the App
