We remain the mutual fund industry’s best kept secret simply because we were the only fund house to refuse distributor commissions since these were not being disclosed to you – the investor.
Many investors do not know we exist because there was no commercial benefit for the distributors in letting you know of our existence.
If you would like to know about us and our flagship product – The Quantum Long Term Equity Fund – which is 5 star rated by Value Research* – please fill in the simple form below and we will be happy to get in touch with you.
Investment Objective: Quantum Long –Term Equity Fund’s (QLTEF) investment objective is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. Asset Allocation: QLTEF will primarily invest in Equity and Equity related securities, but may invest in money market instruments to meet liquidity needs. Terms of Issue: QLTEF is an open-ended Equity Scheme offering Growth and Dividend Plans. The units can be subscribed/redeemed at the applicable NAV, subject to applicable load on all business days. Entry Load: Nil. Exit Load: On redemption/switchout within 6 months of allotment- 4%, after 6 months but within 12 months- 3%, after 12 months but within 18 months-2%, after 18 months but within 24 months-1%, after 24 months-Nil. Risk Factors: All Mutual Funds and securities investments are subject to market risks including uncertainty of dividend distributions and the NAV of the schemes may go up or down depending upon the factors and forces affecting securities markets and there is no assurance or guarantee that the objectives of the scheme will be achieved. Quantum Long ¬–Term Equity Fund, is the name of the scheme and does not in any manner indicate either the quality of the Scheme, its future prospects or returns.Scheme specific risk: QLTEF, is the first equity scheme being launched by the AMC. The AMC has no previous experience in managing equity scheme. Equity and Equity related instruments are by nature volatile and prone to price fluctuations due to both macro and micro factors. The Investor may lose money over short or long period due to fluctuation in Scheme’s NAV in response to factors such as economic and political developments, changes in interest rates and market movement and over longer periods during market downturns. Trading volumes, settlement periods and transfer procedures may restrict the liquidity of these investments of the QLTEF. Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882.Sponsors: Quantum Advisors Private Limited. (liability of Sponsor limited to Rs. 1,00,000/-) Trustee: Quantum Trustee Company Private Limited. Investment Manager: Quantum Asset Management Company Private Limited (AMC). The Sponsor, Trustee and the Investment Manager are incorporated under the Companies Act, 1956. The past performance of the Sponsor / AMC/ Fund has no bearing on the expected performance of the scheme. Mutual Funds investments are subject to market risks. Please read the Scheme Information Document / Key Information Memorandum / Statement of Additional Information / Addenda carefully before investing. Scheme Information Documents /Key Information Memorandums/ Statement of Additional Information can be obtained at any of our Investor Service Centers or at the office of the AMC 505, Regent Chambers, 5th Floor, Nariman Point, Mumbai – 400 021 or on AMC website www.QuantumAMC.Com