Quantum Mutual Fund

Last Updated : May 10, 2017, 2:56 p.m.

Overview

Quantum Mutual fund headed by Ajit Dayal is India’s first dedicated, direct-to-investor mutual fund. It provides simple and easy-to understand products. The vision of the mutual fund house is to become focused on the needs of investors and continue to be India’s most respected mutual fund house by conforming to traditional values of transparency, simplicity, and integrity while at the same time delivering consistent performance over the long term. The company’s values revolve around integrity, transparency, and consistency. Also, talking about its mission which is to foster a partnership culture with investors and employees to radiate the spirit of the goodness of investing. Quantum Mutual Fund dedicates itself in providing to:

• Covert savings into wealth

• Easy understanding of simple products

• The investment ability at a low cost

• Dependable standards of service

• Realistic, risk-adjusted returns throughout long-term by way of a disciplined research and investment process.

Moreover, Quantum Advisors Pvt. Ltd. acts as a sponsor of the company and Quantum Trustee Co. Private Ltd. acts as a trustee of the company.

Board of Directors for Quantum Asset Management Company Pvt. Ltd.

The list of board of directors are as under:

1. AMC Directors

• Ajit Dayal (Founder Director, Quantum Advisors Pvt Ltd – SEBI registered Portfolio Manager.)

• I. V. Subramaniam (Managing Director & CIO, Quantum Advisors Pvt Ltd – SEBI registered Portfolio Manager.)

• Kamal Pande (Served the Government of India from 1989 to 2004 through various profiles including – Cabinet Secretary (2002-2004), Home Secretary (1999-2002), Additional Secretary & Finance Adviser (1995-1996), Joint Secretary – Investments (1990-1993), Joint Secretary – Ministry of Finance and Controller of Capital Issues (1989-1990))

• C. Srinivasan (Ex-Director-Finance of BHEL – manufacturer and supplier of equipments for the power sector).

• S.R.Balasubramanian  (Former IT Infrastructure and Services Advisors in the financial services industry, previously associated with various Indian and overseas banks.)

2. Trustee Directors

• Jagdish Capoor (Former Chairman of HDFC Bank Ltd., Former Chairman, Bombay Stock Exchange Ltd, Former Deputy Governor of the Reserve Bank of India, Former Chairman of Unit Trust of India)

• Hormazdiyaar Vakil (Partner, Mulla & Mulla & Craigie Blunt & Caroe; Advocate and Solicitor, Supreme Court of England)

• Surjit Banga (Former Chief General Manager, S.B.I. (Management Audit) and Former Managing Director, S.B.I. Factors Management & Commercial Services (Pvt.) Ltd.)

• Suresh Lulla (MD of Qimpro Consultants Private Limited – focused quality management consultancy.)

3. Sponsor Directors

• Ajit Dayal (Founder Director, Quantum Advisors Pvt Ltd – SEBI registered Portfolio Manager)

• I. V. Subramaniam (Managing Director & CIO, Quantum Advisors Pvt Ltd – SEBI registered Portfolio Manager.)

• S. S. Thakur (Former Chairman HDFC Bank; Former Head of Exchange Control Department – Reserve Bank of India.)

• Darius Udwadia (Founder Partner of Udwadia & Co, Solicitors & Advocates, Mumbai)

• Geoffrey Stein (MD of Celerity Ventures, LLC, USA – focuses on starting new companies)

• Nabankur Gupta (Founder and CEO of Nobby Brands Architects and Strategic Marketing Consultants; Presently on the board of many private and public limited companies in India.)

• Marsha Vande Berg (Doctor of Philosophy degree from Vanderbilt University and a Masters of Arts degree from Duke University, North Carolina, USA)

Registrar

The registrar of Quantum Asset Management Company Pvt. Ltd is Karvy Computershare Private Ltd.

Fund Managers

The fund managers are classified as follows:

• Atul Kumar

• Nilesh Shetty

• Pankaj Pathak

• Chirag Mehta

• Hitendra Parekh

• Sorbh Gupta

Products offered by Quantum Mutual Fund

1. Equity Funds

Equity funds offer long-term capital growth through investment in stocks or shares of highly rated companies. These funds are known for their consistent performance and produce higher returns. They are also known as high-risk funds. The following are the equity funds offered by Quantum Mutual Fund:

• Quantum Long Term Equity Fund

• Quantum Tax Saving Fund

• Quantum Equity Fund of Funds

• Quantum Index Fund ETF

2. Debt Funds

These funds invest in different forms of short-term fixed income securities such as commercial paper, certificate of deposit, treasury bills and government bonds. These funds offer lower returns and are categorized into following two types:

• Quantum Liquid Fund

• Quantum Dynamic Bond Fund

3. Gold Funds

Gold funds focus towards providing returns that closely commensurate the returns generated by the price of gold through investment in physical gold. There are only two funds offered by Quantum Mutual Fund in this category:

• Quantum Gold Fund ETF

• Quantum Gold Savings Fund

(Data taken from AMC Website)