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Quantum Mutual Fund

Quantum Mutual Fund is India’s first direct-to-invest mutual fund which dedicatedly offers easy to understand products. The Quantum Advisors Private Limited, the first organisational fair play exploration firm in India sponsored both Quantum Advisors Private Limited and Quantum Asset Management Company. Quantum Asset Management Company manages the company’s entire fund portfolio.

Quantum visualise to focus on the investor’s needs and be the best and most respected mutual fund house in India, by maintaining the values like transparency, integrity and simplicity, and to deliver steady performance over the long term. They do not deviate from their core investment policy. They will continue to stay true to the system of equity investments. The keyword ‘value’ refers to how they invest and also the softer aspects of the organisation. The mission of the Mutual Fund is to provide the products that are easy to understand for the general people, the best investment plans that may increase the savings and offer dependable standard services. They also offer, and well-researched plans and suggestions which makes the investment process risk-adjusted and the investors get a better return and benefit over the long run through their investment.

There is a concept of value investing which is defined as the concept of the Quantum long-term equity value fund since 2006, a strategy which believes that the market reacts to good and bad information and gives an understanding to the profit when the price is deflated.

Types of Fund offered by Quantum Mutual Fund

Sometimes the equity funds are said as the stock funds which means the kind of funds in which the shareholders in publicly traded companies invest money. Most of the shareholder’s money is invested in equity, other than that the stock funds are contrasted with the money funds and bond funds which aims towards capital growth.

Quantum Mutual Fund offers four kinds of investment categories

  • Equity
  • Debt
  • Gold
  • Multi-Asset

The various types of mutual fund schemes by Quantum are as follows:

Equity schemes

Equity schemes are known as capital or stock funds as they mainly invest in stocks. The mutual fund by Quantum has four categories of equity funds:

Quantum Long Term Equity Value Fund

It is an unlimited, flexible, continuing stock appreciation fund. The project has a value based investment policy and offers a potentially high return to the investors. It would help if you invest because it has a low portfolio turnover and has one of the lowest expense ratios in its own category. Minimum investment for this scheme is Rs.500, the investment options are growth and dividend, and the risk is moderately high. The entry load is not applicable.

  • The objective for this investment is to offer long-term capital appreciation by financing mainly in shares.
  • This scheme is ideal for lenders who are about to spend to notice their longer economic aims

Quantum Equity Fund of Funds

This is an equity fund of funds which you don’t have to worry about which one you should invest in. To give your money an equity exposer, you should invest in this scheme. This equity fund of funds invest in five to ten diversified equity funds of the third-party mutual funds, after shortlisting with their extensive research capability. It would be best if you still considered the tax implication before investing as this scheme is taxed as a Debt fund.

By investing in the Quantum Equity Fund, you can hold units in Demat mode and spend as low as Rs.500. It rebalances the portfolio adequately and rewards you with the suits of most exceptional equity funds in India. The investment is not just the equity but diversified equity funds that minimise the risk of investing. The investment is a low as Rs.500.

  • The investment objective is to invest in the best schemes in the equity market which have diversified investments after doing proper research of 350 or more equity schemes.
  • It is good for investors who have financial targets for the long term as well as for those who wish to diversify their investment portfolio.

Quantum Nifty ETF

The Quantum Nifty ETF is a passive replica of NIFTY 50 which is an index of NSE, a barometer by which the Indian economy can be measured. In Nifty ETF the stock that forms a portion of NIFTY 50, also forms a portion of QNF’s portfolio in the similar amount, and weight as that of the NIFTY 50. This scheme let you to own the shares in the index of a fraction of their value.

It is one of the lowest Expense Ratio in the category, and it enhances the possibility of clock returning in the line along with the benchmark index. It makes sure that investors are in tune with the broad market at all times. It gives the opportunity to diversify across the top companies in different sectors through only one investment.

  • The objective of this investing scheme is to offer equivalent returns to NIFTY 50 by making a replica of the index while reducing the error of tracing
  • It is ideal for them who believe that the fund manager manages the guide and the market picks the ideal stocks

Quantum Tax Saving Fund

This fund helps you to build wealth over long-term and also save tax. It minimises the risk by pursuing bottom-up stock selection. It also has a lower portfolio turnover, and it is among the lowest expense ratio category. It optimises tax saving under section 80C and holds the cash of the overvalued stocks; you experience no derivatives and no hedging. It is an ELSS Fund with three year lock-in period, and long-term capital Appreciation and the risk is moderately high.

Debt Scheme by Quantum Mutual Fund

The debt schemes are defined as the funds which are invested in a combination of fixed or debt income like government securities, corporate bonds, or treasury bills. There is always a fixed rate of interest and a fixed maturity date for debt schemes.

Quantum Liquid Fund

It is an income over short-term and an investment in debt or money market instrument. The certificate of deposit like treasury bills, term deposit, and commercial paper are the primary target in the money market to invest liquid funds. The fund manager can meet the regular redemption demand from the investors due to the lower maturity period. This scheme was the second fund launched by Quantum and was meant for a shorter duration of investments.

This does not invest in real estate but only spends only in the less volatile circumstance where there is an investment of fewer than 91 days maturity. This scheme is also under the lowest expense ratio category. It is the solution for parking the surplus money for a short-term period which prioritises safety. Minimum investment for this scheme is Rs.500.

  • The objective of the liquid fund is to invest mainly in money market instruments, and it was outlined for lenders who look for investing in plans like savings bank account which offers the highest interest rates. The objective is to provide low to medium risk factor returns and more liquidity through investments in the money market and debt instruments.
  • This scheme is ideal for those investors who are looking for income in a short span of time.

Quantum Dynamic Bond Fund

This fund has a changing maturity chart and determinate credit exposure. It is an open-ended debt scheme, and it likes to expend in money market and debt instrument. It has a capital appreciation and regular income short to medium term.

The fund manager has the flexibility to manage the portfolio based on the interest rates actively. If the interest rates are expected to increase it is better to invest in short-term security which will mature early and re-invest with higher rates. Simultaneously, if the interest rates tend to decrease, the scheme would think to invest in the long-term bonds which will have high-interest rates, and if the rate falls rapidly, the value of the bond will increase with capital growth.

  • The objective of the scheme is that it focuses on the principle of safety, exchangeability and returns. It ensures a minimal credit risk by investing the majority of its asset. It generates income and increases the capital by managing the portfolios of debt and the money market instruments of various maturity like short and long term. In the process of investment, it minimizes the credit risk.
  • It is ideal for the people who want to invest in money market instruments of high quality without paying high expense of ratios.

Multi-Asset Schemes

This is a mixture of asset classes like debt, gold and equity. They have the low volatility that ensures better returns in long run. The diversification is the main strategy, and it provides the benefit of investing multi-schemes by investing in an individual strategy.

  • The investment objective of this scheme is to generate satisfactory capital drawing a combination of various assets and decreasing the risk for the investor
  • This scheme is ideal for the persons who are looking for capital gains and current income over a long-term period.

Gold Schemes

If you want to save in gold but waiting for the charges to drop or you are worried where to store your physical gold then Gold fund is the easiest option for you which do not incur any making charges or storage hassles.

Quantum Gold Fund EFT

This scheme invests in physical gold, and offers the investors a convenient, cost-effective and innovative way to spend gold.

  • The investment objective of this scheme provides capital gains to all those investing in the scheme by purchasing units.
  • This scheme is ideal for persons who want to add gold in their portfolio for investment and also for them who wish to spend in Gold EFT and are not able to do so as they do not possess a demat account.

Documents Required for Quantum Mutual Fund Investment

The most important documents required for investing in QMF are

  • Bank account
  • Permanent account number (PAN)
  • Complete KYC (Know Your Customer) process
  • Submit the timely filled application form
  • Passport size photo
  • Identity proof (Voter Identity card, Driving License, Passport, Adhaar Card)
  • Residence Proof
  • Self-attested documents

Eligibility Criteria for Quantum Mutual Fund Investment

A person who is eligible must have the following requirements:

  • An adult individual residing in India
  • Minors through parents or legal guardians
  • Religious and charitable trust
  • PSU and HUF
  • Financial and individuals
  • Non-resident Indians or persons of Indian origin
  • Scientific and research organisation
  • The army, air force, navy and other units
  • Military funding agencies

How to Invest in Quantum Mutual Funds?

There are several ways to invest:

  • Through a financial advisor
  • Online login to the website of Quantum Mutual Funds
  • Submitting the documents offline
  • Using email, SMS, fax, or WhatsApp
  • Online with a quick transaction

FAQs on Quantum Mutual Funds

How do I buy Quantum Mutual Funds plan online?

You can log in to their website through the portal or sign up with details first to buy the plans.

How do I contact Quantum Mutual Funds Company?

Contact through email at customercare@quantumamc.com, fax number is +91-022-2287-5923. Please contact customer care through SMS, investors can SMS to 9243-22-3863.

How do I login Quantum Mutual Funds Company website?

Enter PAN or User ID, for minor enter guardian’s PA, HUF and non-investors are not allowed to do online transactions

What is Quantum Mutual Funds Company's Contact Number?

Call 1800-209-3863/1800-22-3863 (toll free). 022-6144-7800-804 (board-line number), and 022-6107-3807 (missed call number). For the international users, the number is 1800-22-3864,

What type of investor should invest in Gold schemes?

The investors who don’t want to worry about paying making charges or storing physical gold

Which Quantum Mutual Funds scheme should I invest?

Quantum Tax saving and Quantum Long-Term Mutual Fund are some of the right options to invest.

Why should invest in Quantum Mutual Funds scheme should I invest?

It offers products without any complications, and the process to invest is disciplined and well researched.

Will I have to pay any charges for my transactions?

No, they don’t charge any fees

What is the Net Asset Value of a scheme?

The Net Asset Value is worked out by dividing the value stock of the scheme with the entire number of units

What is procedure for redemption of QMF units?

You can redeem by two primary ways – offline and online. Beside them, the redemption can be carried out by SMS, WhatsApp, etc. The detail of this is available in the official site of the company

Are there any charges for redemption?

Specific charges may be needed to pay - the redemption amount of the investor will rely on the exit load.

Can the units of QMF be held in Demat form?

Yes, the QMF units can be kept in hold in a dematerialised form. You will need a Demat account and depository participant.

Who cannot invest in the schemes of QMF?

Foreign nationals, NRIs, Qualified foreign investors are not allowed.