Quantum Mutual Fund
AUM
₹ 2,895 cr.
AMC Age
19 Years
No. Of Schemes
18
Quantum Mutual Fund is well-known for its innovative paperless investment platform. They provide a variety of funds tailored to different investor needs, emphasizing a straightforward and transparent investment approach.
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About Quantum Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Quantum Mutual Fund, managed by Quantum Asset Management Company Private Limited (QAMC), was established in 2005 as India’s first direct-to-investor mutual fund. With a strong focus on simplicity, transparency, and investor-first principles, Quantum Mutual Fund offers a range of investment solutions that cater to diverse financial goals.
Key Features
- Quantum Mutual Fund offers a range of schemes, including equity, debt, and hybrid funds, catering to different investor goals and risk profiles.
- Quantum Advisors is registered with SEBI as a portfolio manager and is also an Investment Advisor with the U.S. Securities and Exchange Commission (SEC).
- Additionally, it is recognised as a Restricted Portfolio Manager by the Autorité des marchés financiers (AMF), Ontario Securities Commission, and British Columbia Securities Commission.
- 50.8% of Quantum Advisors is held by its founder, Ajit Dayal, while 49.2% is owned by HWIC Asia, a wholly-owned subsidiary of Fairfax Financial Holdings Limited (FFHL), ensuring a stable and experienced ownership framework.
Documents Required
To invest in Quantum Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Quantum Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Quantum Mutual Fund Managers
Mr. Chirag Mehta
Mr. Christy Mathai
Mr. George Thomas
Mr. Hitendra Parekh
Mr. Ketan Gujarathi
How To Invest In Quantum Mutual Fund With Choice?
Quantum Mutual Fund FAQs
The best Quantum Mutual Fund depends on your financial goals and risk tolerance. Equity funds are ideal for long-term capital appreciation, debt funds offer stability with lower risk, and hybrid funds balance risk and reward. Platforms like Choice FinX provide tools to help analyse and select the most suitable fund based on your objectives.
Quantum Mutual Funds are subject to taxation based on the type of fund and holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Quantum Mutual Funds via Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC (Know Your Customer) process is mandatory. Non-individual investors may be required to submit additional documents, which can be uploaded digitally through the platform.
For most Quantum Mutual Funds, the minimum investment amount is 500 for both lump-sum investments and SIPs (Systematic Investment Plans), with a few exceptions.
Returns on Quantum Mutual Funds are calculated using the Net Asset Value (NAV) with the formula:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIP investments, the XIRR (Extended Internal Rate of Return) method is used to calculate returns. Tools on platforms like Choice FinX can help track NAVs and assess potential returns.
Yes, Quantum Mutual Funds allow investors to switch between schemes. You can initiate a switch through the Choice FinX platform. However, it is essential to consider any applicable exit loads and tax implications, which may vary depending on the holding period of the fund.
The charges include the Expense Ratio, which covers fund management and administrative costs, and Exit Load, which may apply if you redeem your investment within a specific period. Large investments may also attract Transaction Fees. Direct plans generally have lower costs compared to regular plans.
No, a Demat account is not required to invest in Quantum Mutual Funds through the Choice FinX platform. However, if you prefer to hold mutual fund units in electronic form, you can choose to open a Choice Demat account for convenience.
You can download your Quantum Mutual Fund statement directly from the Choice FinX platform under the Portfolio section. Additionally, statements can be accessed through the Quantum Mutual Fund website, requested via email, or obtained through CAMS/KFintech portals.
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