Quantum Mutual Fund
Welcome to Quantum Mutual Funds, where trust meets financial empowerment. Explore their simple, low cost solutions to meet your financial needs
History of Quantum Mutual Fund
Quantum Mutual Fund is the brainchild of Quantum Advisors founded in the year 1990 by AjitDayal, as India’s first institutional equity research house
Founded in the year 2006, Quantum Mutual Fund embarked on a mission to empower Indian investors with insightful investment solutions. Guided by a team of seasoned professionals and a research-driven approach, Quantum quickly carved a niche for itself in the highly competitive Indian financial market
Over the years, they have consistently delivered impressive returns, earning the trust and recognition of Indian investors. They have Assets Under Management (AUM) worth Rs 2,223.36 crores as of December 31, 2023.
Vision
Quantum Mutual Funds aims to be a trusted partner, fostering financial well-being through disciplined and transparent investment practices.
Mission
Quantum Mutual Funds’ mission is to empower investors by offering simple, transparent, and effective investment solutions
Milestones
- 2006 – Quantum Asset Management Company is born
- 2008 – Evolved from offering products to investment solutions
- 2011 – Launches India’s First paperless online platform
- 2012- Pioneers in Mark to Market valuation
- 2015 – E-KYC launched
- 2017 – Launched SMILE a systematic Giving Plan (SGP)
- 2019 – Quantum ESG Fund launched
Awards and Recognitions of Quantum Mutual Fund
- Five star rating from ICRA for Quantum Long Term Equity Fund in 2012
Top 3 Performing Quantum Mutual Funds by Category
Equity:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Quantum Small Cap Fund | 60.90% | 37.32% | ₹3,002.04 Cr |
| Quantum ELSS Tax Saver Fund | 45.50% | 30.47% | ₹2,517.28 Cr |
| Quantum Large Cap Fund | 30.20% | 22.50% | ₹2,251.74 Cr |
Debt:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Quantum Ultra Short Duration Fund | 7.20% | 7.30% | ₹1,324.08 Cr |
| Quantum Banking & PSU Debt Fund | 6.90% | 6.80% | ₹30.00 Cr |
| Quantum Liquid Fund | 6.80% | 6.27% | ₹35.00 Cr |
Hybrid:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Quantum Balanced Advantage Fund | 22.40% | 17.52% | ₹3,245.40 Cr |
| Quantum Equity Savings Fund | 11.58% | 14.06% | ₹2,498.00 Cr |
| Quantum Multi Asset Fund - Balanced 65 | 12.43% | 15.90% | ₹1,240.00 Cr |
Advantages of Investing at Quantum Mutual Fund
- Robust Investment Strategy: Quantum’s tried and tested, research-oriented process offers investors risk-adjusted returns that often exceed those of other asset management companies.
- One-Stop Shop: Quantum’s platform simplifies the wealth creation process. Learn and invest in just a few clicks.
- Predictability of Upside Potential: The fund’s historical performance aligns with the upside potential of underlying stocks, with only a few exceptions.
- Investor First: Quantum prioritizes customer needs. All schemes and funds are designed to serve investor interests above all.
How to Invest in the Quantum Mutual Fund Online?
To invest in an Quantum Mutual Fund from the comfort of your home, just follow these quick and easy steps:
- Log in to your Fincover account.
- Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
- Click on Mutual Funds under investments, enter a few details
- Select the best Quantum Mutual Fund scheme as per your investment horizon and risk appetite.
- If you’re making a lump sum investment, click on the ‘Buy Now’ option.
- If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.