Stand strong in the face of market ups and downs with Quantum’s mindfully crafted
Diversify your Mutual Fund Portfolio across Three Asset Classes
The 3 pillars to grow and safeguard your future
Safety FirstStart your investment journey by setting aside at least 12 months’ worth of monthly expenses in your Emergency Fund to stay prepared for any uncertainties.
Effective DiversificationInvest 20% of remaining investable surplus in Gold Funds or Gold ETFs, for their risk-reducing and reward-enhancing features.
Growing For the FutureInvest the remaining 80% of your funds in an equity portfolio that is diversified across 5-10 equity schemes.
Every investment involves a fair amount of risk, but that shouldn’t discourage you from planning ahead. Therefore, splitting your assets in the right proportion with time-tested Asset Allocation Strategies helps to reach you with your financial goals.
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Find the building blocks that cater to your investment needs with 11 simple investment solutions. With easy-to-understand content, breakthrough the investment information clutter and plan your strategically diversified portfolio management process.
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Get Asset Allocation Strategy suggestions best suited for your requirements with tools to lower your downside risks and diversify your portfolio confidently.
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Make smart investment choices by prioritizing safety over returns with a diversification strategy that meets your needs. With our 11 all-weather investment solutions, find the best options to secure your future wealth.
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Use our 11 funds as building blocks to a secure future.
An actively managed investment fund is when a fund manager decides how to invest the fund’s money after extensive research. Whereas a passively managed investment fund simply follows the market index without a fund manager making investment decisions.
ACTIVE INVESTING
Use our 11 funds as building blocks to a secure future.
An actively managed investment fund is when a fund manager decides how to invest the fund’s money after extensive research. Whereas a passively managed investment fund simply follows the market index without a fund manager making investment decisions.
PASSIVE INVESTING
Use our handy calculator to diversify your investments in just a few clicks!
Your steps away from prudent asset allocation. To help in understanding your needs, please provide the following 5 inputs:
* This Asset Allocation provided herein is purely derived out of mathematical calculations for illustrative purpose only and developed considering various risk tolerance level, asset classes and product offered by Quantum Mutual Fund on a best effort basis. There is no warranty about the accuracy of this Asset Allocation. This Asset Allocation should not be constructed as investment advice / tax advice / recommendation to invest or as a solicitation to invest in schemes of Quantum Mutual Fund. The investor is advised to review and understand the investment objectives, risk category, risk factors of each schemes for his / her asset allocation and to consult his / her investment advisors before making any investments. Quantum AMC is not guaranteeing or promising or forecasting any returns of any asset class. Past Performance may or may not be sustained in future. Quantum Mutual Fund, AMC, Trustees, its employees, agents, associates and representative shall not be liable for any loss, directly or indirectly, consequential or inconsequential, that may arise to an investor as result of investment through this asset allocation. Mutual Fund investments are subject to market risk, read all scheme related documents carefully.
| Name of the Scheme | This product is suitable for Investors who are seeking* | Risk-o-meter of Scheme |
|---|---|---|
|
Quantum Long Term
Equity Value Fund An Open Ended Equity Scheme following a Value Investment Strategy |
• Long term capital appreciation • Invests primarily in equity and equity related securities of companies in S&P BSE 200 index |
Investors understand that their principal will be at Very High Risk. |
|
Quantum Tax
Saving Fund An Open Ended Equity Linked Saving Scheme with a Statutory Lock in of 3 years and Tax Benefit |
• Long term capital appreciation • Invests primarily in equity and equity related securities of companies in S&P BSE 200 index and to save tax u/s 80 C of the Income Tax Act. Investments in this product are subject to lock in period of 3 years. |
Investors understand that their principal will be at Very High Risk. |
|
Quantum Equity Fund
of Funds An Open Ended Fund of Funds scheme Investing in Open Ended Diversified Equity Schemes of Mutual Funds |
• Long term capital appreciation • Investments in portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI whose underlying investments are in equity and equity related securities of diversified companies. |
Investors understand that their principal will be at Very High Risk. |
|
Quantum India ESG Equity Fund (An Open ended equity scheme investing in companies following Environment, Social and Governance (ESG) theme) |
• Long term capital appreciation • Invests in shares of companies that meet Quantum's Environment, Social, Governance (ESG) criteria. |
Investors understand that their principal will be at Very High Risk. |
|
Quantum Nifty 50 ETF (An Open Ended Scheme Replicating / Tracking Nifty 50 Index) |
• Long term capital appreciation • Investments in equity and equity related securities of companies in Nifty 50 Index |
Investors understand that their principal will be at Very High Risk. |
|
Quantum Liquid Fund (An Open-ended Liquid Scheme. A relatively low interest rate risk and relatively low credit risk.) |
• Income over the short term • Investments in debt / money market instruments |
Investors understand that their principal will be at Low Risk. |
|
Quantum Dynamic
Bond Fund An Open-ended Dynamic Debt Scheme Investing Across Duration. A relatively high interest rate risk and relatively low credit risk. |
• Regular income over short to medium
term and capital appreciation • Investment in Debt / Money Market Instruments / Government Securities |
Investors understand that their principal will be at Low to moderate Risk. |
|
Quantum Gold Savings Fund (An Open Ended Fund of Fund Scheme Investing in Quantum Gold Fund) |
• Long term returns • Investments in units of Quantum Gold Fund – Exchange Traded Fund whose underlying investments are in physical gold |
Investors understand that their principal will be at High Risk. |
|
Quantum Gold Fund (An Open Ended Scheme Replicating / Tracking Gold) |
• Long term returns • Investments in physical gold |
Investors understand that their principal will be at High Risk. |
|
Quantum Multi Asset
Fund of Funds An Open Ended Fund of Funds Scheme Investing in schemes of Quantum Mutual Fund |
• Long term capital appreciation and
current income • Investments in portfolio of schemes of Quantum Mutual Fund whose underlying investments are in equity , debt / money market instruments and gold |
Investors understand that their principal will be at High Risk. |
|
Quantum Nifty 50 ETF Fund of Fund^ (An Open-ended fund of fund investing in units of Quantum Nifty 50 ETF) |
• Long term capital appreciation • Investments in units of Quantum Nifty 50 ETF – Exchange Traded Fund |
Investors understand that their principal will be at Very High Risk. |
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
The Risk Level of the Scheme in the Riskometer is based on the portfolio of the scheme as on Nov 30, 2022.
