• Is a mutual fund investing in schemes of other funds.
• It uses its expertise in identifying schemes and fund houses for investments.
• The expertise reduces the risk of wrong selection of funds.
• It reduces the hassles of making multiple investments.
• It is a one-stop solution for your investment requirements

Quantum Equity FUND OF FUNDS is an Equity oriented mutual Fund of Funds scheme. The fund will be investing in 5-10 diversified equity schemes of third party mutual funds. The investments will be made based on the recommendations provided by Quantum Information Services (QIS) – PersonalFN, following proprietary quantitative and qualitative selection criteria.

No, there will be no entry load for making investments in Quantum Equity Fund of Funds. However, an exit load of 1.5% will be charged if the investments are redeemed within 1 year from the date of investment.

• To reduce manager selection risk – which fund house to choose?
• To reduce scheme selection risk – which equity scheme to choose?
• To benefit from proven research expertise and risk control
• To get exposure to the best performing funds
• To get exposure to diverse fund management styles
• To smartly use the ‘No-Entry’ Load direct investment route
• To invest without ‘bias’ – fund house bias, distributors bias
• To accumulate all your equity holdings and get a consolidated reporting

By investing in a Fund of Funds, you do not need the services of a financial advisor whose advice could at times be biased, unsuitable and expensive

The following chart shows the complexity in deciding which scheme to invest in. There are myriad schemes and plans making the investment decision extremely difficult.

Also, how do you ensure that the selected fund/s will perform well? Data shows that in a 3 year time frame – 72 out of 150 funds selected gave below average return. So the chances of an investor selecting a poor performing fund are very high.

It’s simple:
If you do not have the time and/ or the inclination to select STOCKS - Invest in MUTUAL FUNDS.
If you do not have the time and/ or the inclination to select MUTUAL FUNDS – Invest in Fund of Funds.

Quantum Equity Fund of Fund will follow a comprehensive research methodology for selecting the schemes. The research methodology comprises of both, quantitative and qualitative analysis.

Quantitative analysis – Under quantitative analysis, the focus will be on the performance of the schemes across time frames and market cycles. In addition to it, the schemes will be evaluated based on the stock concentration levels in their portfolios, and also on the risk-adjusted returns front.

Qualitative analysis – The qualitative parameters will largely judge the fund on the parameters like fund house’s investment systems and processes, the performance of the scheme across market cycles, consistency in characteristics of its portfolio among others.

Funds that emerge as the top performers on both the above parameters shall form part of the final portfolio.

The Fund will also constantly review its investments and carry out necessary re-balancing to ensure superior consistent performance

Investments in Quantum Equity Fund of Funds would entail investors to pay an Expense Ratio of 0.75% p.a. This is over and above the expense ratio charged by the underlying mutual fund schemes which would be accounted in the NAV

• The risk of selecting a bad fund in the Fund of Funds portfolio. This can have an adverse impact on the performance of the fund.
• Given Fund of Funds invests in other mutual fund schemes, they carry all the risk associated with the investments made by underlying mutual fund schemes.
• Given Fund of Funds are related to the markets (equity, debt among others), any change in the market conditions will have an impact on its performance.

The tax implications on Fund of Funds are same as that of debt mutual funds (even if they invest in equity-oriented funds).

Yes, NRI’s can invest in the Quantum Equity Fund of Funds, provided that the country of residence is a part of the FATF (Financial Action Task Force) countries list given below. However, NRI’s residing in the United States of America (USA) and Canada cannot invest in the Quantum Equity Fund of Funds.

a) Investing Offline/ Physical way
Investors can download the Application form, complete it and send it to any of the collection centres along with the cheque / demand draft of the requisite amount.

b) Investing Online
We also offer an online investing option. Investors can invest at any time at their convenience on the internet.

• Visit www.QuantumAMC.com and click on the ‘Invest Online’ link
• First time users can click on the link to create your user ID
• Once you have created your user id and set your password, please send an attested copy of your PAN card along with your user ID and contact number to the Karvy Hyderabad office. (You can also send it to us or the nearest collection centre. Sending it to Karvy, Hyderabad will help cut down the process time)
• Within 24 hours of receipt at the Karvy Hyderabad office, your account will be activated and you will receive an email stating the same.

Using the Net Banking facility you can purchase the Quantum Long Term Equity Fund, Quantum Tax Saving Fund, Quantum Equity Fund of Funds and the Quantum Liquid Fund from the following Banks:

• Allahabad Bank
• Bank of India
• Bank of Rajasthan
• Corporation Bank
• Federal Bank
• ICICI Bank
• HDFC Bank
• Karnataka Bank
• Oriental Bank of Commerce
• South Indian Bank
• Union Bank of India
• Axis Bank
• Vijaya Bank
• Yes Bank