Quantum Mutual Fund

Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.

I. Quantum Long Term Equity Value Fund
16.75% of the AuM is invested in software sector of companies like Infosys, Wipro, and Tata Consultancy Services. 15.42% of the AuM goes to the finance sector in companies like HDFC, LIC Housing Finance, and Shriram Transport Finance Company. 13.03% of its AuM is invested in the automobile sector like Bajaj Auto, and Mahindra & Mahindra. The rest of the AuM is invested in banks, power, pharmaceuticals, cement, gas, oil, etc.

II. Quantum Liquid Fund
37.90% of the AuM is invested in government securities, 23.57% in TREPs and net receivable, 24.54% in finance, and 13.99% in energy.

III. Quantum Tax Saving Fund
The Quantum Tax Saving Fund is an open-ended equity-linked saving scheme (ELSS). It has a statutory lock-in period of 3 years and offers income tax benefits under Section 80C. This scheme was launched in 23 December 2008. As of May 2019, it has an average AuM of Rs. 78.90 Crore.

IV. Quantum Equity Fund of Funds
The Quantum Equity Fund of Funds is an open-ended fund of funds investing domestically. It was launched in 20 July 2009. As of May 2019, it has an average AuM of Rs. 37.84 Crore.
This scheme invests in mutual funds like Kotak Standard Multicap Fund – Direct Plan – Growth Option, Mirae Asset Large Cap Fund – Direct Plan – Growth Option, ICICI Prudential Bluechip Fund – Direct Plan – Growth Option, Aditya Birla Sun Life Frontline Equity Fund – Direct Plan Growth Option, Invesco India Growth Opportunity Fund – Direct Plan – Growth Option, Franklin India Prima Fund – Direct Plan – Growth Option, and L&T Mid Cap Fund – Direct Plan – Growth Option.

V. Quantum Dynamic Bond Fund
The Quantum Dynamic Bond Fund is an open-needed debt fund launched in 19 May 2015. As of May 2019, the average AuM of this scheme is Rs. 58.33 Crore.
60.90% of the AuM is invested in government securities and treasury bills, 17.28% in finance, 8.69% in energy, 8.63% in construction, 4.50% in TREPs and net receivable.

Quantum Mutual Fund is a wholly-owned subsidiary of Quantum Advisors Private Ltd. The company is a portfolio manager registered with SEBI with the registration code INP000000187. It is also an Investment Adviser of the U.S. Securities and Exchange Commission (SEC). Additionally, Quantum Advisors serves as a Restricted Portfolio Manager of the Autorité des marchés financiers (AMF), Ontario Securities Commission, and British Columbia Securities Commission.
50.8% of the company’s shares are held by Ajit Dayal, its founder. The rest 49.2% shares are owned by HWIC Asia, which provides investment management services only to insurance and reinsurance subsidiaries of Fairfax Financial Holdings Limited (FFHL). HIWC Asia is also a wholly-owned subsidiary of FFHL.
It is well-known for implementing consistently applied valuation metrics to assess investment opportunities. The company used both quantitative and qualitative analytical approach to investing in the country’s growing stock market.

Key information

1. Mutual fund

a. Quantum Mutual Fund

2. Asset management company

a. Quantum Asset Management Company Pvt Ltd.

3. Set up

a. 2 December 2005

4. Incorporat

a. 19 September 2005

5. Sponsors

a. Quantum Advisors Private Ltd.

6. Trustee

a. Quantum Trusteee Co. Private Ltd.

7. Name of trustees

a. Jagdish Capoor (Independent Director)

b. Hormazdiyaar Vakil (Independent Director)

c. Surjit Banga (Independent Director)

d. Suresh Lulla (Independent Director)

e. Nalini Kak (Independent Director)

f. Subramanian Ganapathy (Independent Director)

g. Kaiwan Kalyaniwalla (Independent Director)

8. MD and CEO

a. Mr. Jimmy Patel

9. CIO

a. Mr. I.V.Subramaniam

10. CFO and Executive Director

a. Mr. V. Ravi

11. Investor Service Officer

a. Mrs. Meera Shetty

12. Compliance Officer

a. Mr. Malay Vora

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Top Fund Managers

1. Mr. Hitendra Parekh

Mr. Hitendra Parekh is a Fund Manager and Dealer at Quantum Asset Management Company Private Ltd.
He worked with Unit Trust of India for 4 years and UTI Securities Ltd. for 9 years before joining Quantum.
Mr. Parekh has a B.Com and Masters in Financial Management degree from the Mumbai University.

2. Mr. Nilesh Shetty

Mr. Nilesh Shetty is an Associate Fund Manager at Quantum Mutual Fund since 2011. He initially joined the company as a Senior Manager back in 2009.
Prior to joining Quantum, he was an Officer at ICICI Bank back in 2003. He moved to Pranav Securities Private Ltd. in 2004 as a Senior Manager of Research. In 2007, he moved to Edelweiss Securities Ltd. as a Manager of Research.
Mr. Shetty holds a MMS degree from the Mumbai University. He is a Certified Public Accountant (CPA) from the Association of International Certified Professional Accountants, a Chartered Global Management Accountant (CGMA) from the Chartered Institute of Management Accountants (CIMA), and a Chartered Financial Analyst (CFA) from the CFA Institute.

3. Mr. Chirag Mehta

Mr. Chirag Mehta is currently a Fund Manager in Quantum Asset Management Company Private Ltd. since 2006. Mr. Chirag has worked with Kotak & Co. Ltd and the Federation of Indian Commodities Exchanges earlier.
He has a B.Com degree from the Mithibai College and an MMS degree from the Mumbai University. Mr. Chirag is also a Chartered Alternative Investment Analyst (CIAI).

4. Mr. Atul Kumar

Mr. Atul Kumar is the Head of Equities at Quantum Mutual Fund.
Before joining Quantum, Mr. Kumar was associated with Sahara Asset Management Co. Private Ltd.
He holds a B.Com degree from Delhi University and a PGDBM degree from the ICFAI Business School.

5. Mr. Pankaj Pathak

Mr. Pankaj Pathak serves as a Fund Manager of Fixed Income at Quantum Asset Management Company Private Ltd. since 2017. He joined the company as a Senior Manager of Fixed Income back in 2013.
He was initially an Interest Rate Trader at the Bank of Maharashtra back in 2009. Mr. Pathak was promoted to Senior Manager of Foreign Exchange in 2013.
Mr. Pathak holds a B.Sc degree from the University of Lucknow and a PGDBF degree from the National Institute of Bank Management (NIBM). He is also a Chartered Financial Analyst (CFA).

6. Ms. Sneha Joshi

Ms. Sneha Joshi is currently serving as a Fund Manager in Quantum Mutual Fund since 2015.
She was a Research Analyst of Fixed Income at Credit Capital Research before joining Quantum AMC.
Ms. Joshi has a BA in Economics from the Fergusson College and an MA from the Gokhale Institute of Politics and Economics. She also holds a Post Gradate Diploma from the Savitribai Phule Pune University. Ms. Joshi is also a PhD in Economics from the Gokhale Institute of Politics and Economics.

7. Mr. Sorbh Gupta

Mr. Sorbh Gupta is currently serving as an Associate Fund Manager at Quantum Asset Management Company Private Ltd. since 2011. He manages an AuM of Rs. 80 Crore invested in two schemes like Quantum Tax Saving Fund – G and D.
Previously, he was an Investment Analyst in Pranav Securities Private Ltd. in 2005.
Mr. Gupta is a Chartered Accountant. He has also cleared Level III of Chartered Financial Analyst.

Quantum India ESG Equity Fund Growth

Fund Objective: The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) criteria.

Quantum Gold Savings Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 19.14% returns in the last 1 year.

Quantum Tax Saving Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.94% returns in the last 1 year.