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  • Why should I invest through Offline SIP?
    If your present bank does not allow the direct debit facility for the SIP amount by a third party like Quantum Mutual Fund; you should invest through the Offline mode.
  • What is an Offline Systematic Investment Plan (SIP)?
    The Offline Systematic Investment Plan (SIP) enables you to invest through an SIP with little bit of paper work if you do not wish to operate via internet. You will have to submit physical documents required for a purchase and proceed.
  • How will I know that my SIP registration has been carried out?
    In case your Email Id is registered in our records, you will be in receipt of a statement of account triggered to your registered Email ID, subsequent to your SIP transaction. In case your Email Id is not registered with us, you will be receipt of a physical statement of account dispatched at your registered mailing address on a quarterly basis.
  • How do I change my bank details provided for my existing SIP registered through offline?
    Offline SIP registered through Auto debit/ECS mode -

    If you wish to change the bank details for your existing Systematic Investment Plan (SIP) registered through the above mode, you need to submit a duly filled and signed SIP auto debit form indicating the option ‘Change in Bank Account’. Also, kindly submit a cancelled cheque copy of your new bank account.

    Note: The change in bank mandate request needs to be submitted 30 days prior the next SIP due date. Else the auto debit will be processed with the existing bank details.

    Offline SIP registered through Cheque -

    If you wish to change the bank details for your existing Systematic Investment Plan (SIP) registered through the above mode, kindly submit a Cancellation Request first and subsequently submit a fresh request for SIP registration.

    Note: Kindly ensure that the registration request is received 30 days prior to your subsequent SIP date. However the SIP cancellation request needs to be submitted 15 business days prior the next SIP date.

  • Will my Offline SIP stop if the ECS debit is dishonored due to any reasons?
    Yes, the SIP Enrollment will be discontinued in cases where two consecutive SIP installments are not honored or the bank account is closed and no request for change in bank account has been submitted.
  • How will the exit load be charged in case of SIP purchase?

    The applicable exit load will be charged at the time of redemption/switch out/STP irrespective of the amount invested. In case of SIP, we follow FIFO (First In First Out) method to calculate the exit load. If you start 1 year SIP on 5th July 2011 in Quantum Long Term Equity Fund then the exit load for that month’s investment will be applicable up to 5th July 2013. The exit load for your last installment on 5th June 2012 will be NIL after 5th June 2014.

    Please find below the exit load structure of each scheme;

    Quantum Long Term Equity Fund: Please click here to view the load structure of the scheme
    Quantum Liquid Fund: Please click here to view the load structure of the scheme
    Quantum Tax Saving Fund: Please click here to view the load structure of the scheme
    Quantum Equity Fund of Funds: Please click here to view the load structure of the scheme
    Quantum Gold Savings Fund: Please click here to view the load structure of the scheme
    Quantum Multi Asset Fund: Please click here to view the load structure of the scheme
    Quantum Dynamic Bond Fund: Please click here to view the load structure of the scheme
  • How do I invest through Offline Systematic Investment Plan (SIP)?
    Offline Purchase will involve three necessary steps as follows;
    Collecting the Application Form
    Fill up the form and attach the mandatory documents
    Submission of the Form

    Collecting the Application Form:

    You can download the form from our website www.QuantumMF.com.

    You can also collect the physical application form from any of our office branch OR collection centers as shown below.

    1Quantum Asset Management Company Private Limited: 505, Regent Chambers, 5th Floor, Nariman Point, Mumbai - 400 021
    2Quantum Asset Management Company Private Limited: 610, 6th floor, Neelyog Square, Opposite Ghatkopar Railway Station, Ghatkopar (E), Mumbai – 400 077
    2Quantum Asset Management Company Private Limited: 602, 6th floor, Siddharth Arcade, Above HSBC Bank, L.T. Road, Borivali West, Mumbai - 400 092
    4Quantum Asset Management Company Private Limited: Office No. – 117, DBS Business Center, 31-A, Cathedral Garden Road, Nungambakkam, Chennai- 600 034
    5Quantum Asset Management Company Private Limited: 1st Floor, Shajanand Complex Opp; Arvindbhai Avenue, (Old Citi Bank) Nr: Panchavati Petrol Pumps C.G Road, Ahmedabad - 380006
    6Karvy Computershare Private Limited- Karvy is our Registrar and Transfer Agent having many offices across India. Click here for all the locations available over India.

    Fill up the form and attach the mandatory documents

    For New Investors:

    Fill all the required information and attach the below mentioned documents as supporting.

    1Main application form along with the SIP ECS/AUTODEBIT MANDATE FORM (SIP through ECS)
    2Main application form along with the SYSTEMATIC TRANSACTION FORM (SIP through Cheque)
    3Current dated at par cheque in favor of ‘Quantum ______________ scheme – your PAN number’
    4A cancelled copy of cheque (SIP through ECS)
    5POST DATED CHEQUES (SIP through Cheque)
    6A self-attested copy of PAN of the unit holder(s)
    7KYC acknowledgement copy of the unit holder(s)

    For Existing Investors:

    Fill all the required information and attach the below mentioned documents as supporting.

    1SIP ECS/AUTODEBIT MANDATE FORM along with cancelled cheque (SIP through ECS)
    2SYSTEMATIC TRANSACTION FORM along with Post-dated cheques (SIP through Cheque)

    Submission of the Form:

    You can submit your physical applications along with all required supporting documents at the addresses mentioned below:

    1Quantum Asset Management Company Private Limited: 505, Regent Chambers, 5th Floor, Nariman Point, Mumbai – 400021
    2Quantum Asset Management Company Private Limited: 610, 6th floor, Neelyog Square, Opposite Ghatkopar Railway Station, Ghatkopar (E), Mumbai – 400 077
    2Quantum Asset Management Company Private Limited: 602, 6th floor, Siddharth Arcade, Above HSBC Bank, L.T. Road, Borivali West, Mumbai - 400 092
    3Quantum Asset Management Company Private Limited: Office No. - 117, DBS Business Center, 31-A, Cathedral Garden Road, Nungambakkam, Chennai- 600 034
    4Quantum Asset Management Company Private Limited: 1st Floor, Shajanand Complex Opp; Arvindbhai Avenue, (Old Citi Bank) Nr: Panchavati Petrol Pumps C.G Road, Ahmedabad - 380006
    5Karvy Computershare Private Limited- Karvy is our Registrar and Transfer Agent having many offices across India. Click here for all the locations available over India.
    6Drop your Applications at the Drop Box-
    We have tied up with Yes bank and Vichare Courier to offer facility of dropping the purchase application form along with the cheque and supporting at their drop boxes at various locations across Mumbai. By using this facility investor need not visit any of our Office or Karvy branch. The applications will be picked up directly and forwarded to our official point of contact.
    Click here to read the Drop-Box facility FAQs.
    Click here for all the Drop-Box locations available across Mumbai.
    7Call us on 1800 - 209 - 3863 / 1800 - 22- 3863 for picking your application and we will arrange an authorized person to come to your residence or office for as per your convenience. You can also write to us on Customercare@QuantumAMC.com for the same.
  • Under Offline SIP; how will I pay regularly during the SIP period?

    You can pay at regular intervals by giving Direct Debit/ECS instructions to your bank for the same.
    OR
    You can pay at regular intervals by giving Post-dated cheque and we will deposit the same.


  • How do I register for SIP through ECS; if I do not have an account with these banks?
    If you want to register for SIP through ECS and do not have an account with the above mentioned banks, please check if your bank branch participates in local MICR Clearing. Hence you should check with your banker about the same.
  • Are there any additional charges for Offline SIP?

    The Offline SIP facility is available at NO CHARGE. However charges can be levied by your bankers.

    Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

  • Through which Banks can I invest using Offline SIP via Direct Debit mode?

    Below given is the list of Direct Debit banks for SIP.

    If your branch falls under Non ECS location/ Invalid MICR and if the bank is activated as DD bank, your SIP will still get registered successfully. It means that investor can have SIP from any branch of the direct debit irrespective of the MICR code or ECS location available in our list.

    Bank Of Baroda
    Bank Of India
    State Bank Of India
    Union Bank of India
    Punjab National Bank
    Axis Bank


  • Which schemes of Quantum Mutual Fund offer offline SIP facility?

    You can start offline SIP, through Direct & Regular Plans for the following schemes:

    Quantum Long Term Equity Fund
    Quantum Liquid Fund
    Quantum Tax Saving Fund
    Quantum Equity Fund of Funds
    Quantum Gold Savings Fund
    Quantum Multi Asset Fund
    Quantum Dynamic Bond Fund
  • When does the SIP get activated?
    The request for SIP application should be received at our end within 30 business days prior to the SIP date opted by you in the form. After receiving the valid documents at our end, your SIP will be activated.
  • What are the minimum Application Amount, minimum no. of installments required and frequency of dates available under each scheme?
    Note: Quantum Liquid Fund has only Monthly and Quarterly Frequency.

    Scheme NameFrequencies Available Under SIPDailyWeeklyFortnightlyMonthlyQuarterly
    Quantum Long Term Equity Fund, Quantum Equity Fund of Funds, Quantum Gold Savings Fund, Quantum Multi Asset Fund and Quantum Dynamic Bond Fund
    Minimum SIP AmountRs. 100/- and in multiples of Re. 1/- thereafterRs. 500/- and in multiples of Re. 1/- thereafterRs. 500/- and in multiples of Re. 1/- thereafterRs. 500/- and in multiples of Re. 1/- thereafterRs. 500/- and in multiples of Re. 1/- thereafter
    Minimum No. of Installments / Instructions132251364
    Frequency of DatesAll Business days7,15,21 & 28 of the month5 & 21 OR 7 & 25 of the month5,7,15,21,25 & 28 of the month5,7,15,21,25 & 28 of the month
    Quantum Tax Saving Fund
    Minimum SIP AmountRs. 500/- and in multiples of Rs. 500/- thereafterRs. 500/- and in multiples of Rs. 500/- thereafterRs. 500/- and in multiples of Rs. 500/- thereafterRs. 500/- and in multiples of Rs. 500/- thereafterRs. 500/- and in multiples of Rs. 500/- thereafter
    Minimum No. of Installments / Instructions132251364
    Frequency of DatesAll Business days7,15,21 & 28 of the month5 & 21 OR 7 & 25 of the month5,7,15,21,25 & 28 of the month5,7,15,21,25 & 28 of the month
    Quantum Liquid Fund
    Minimum SIP AmountNARs. 500/- and in multiples of Re. 1/- thereafterRs. 500/- and in multiples of Re. 1/- thereafter
    Minimum No. of Installments / InstructionsNA64
    Frequency of DatesNA5,7,15,21,25 & 28 of the month5,7,15,21,25 & 28 of the month
  • Can I modify or cancel my existing SIP? If so how?

    Yes, you can!

    To cancel your existing SIP in Quantum Mutual Fund, you will need to submit either the SIP form or the written request mentioning your folio number, scheme name, SIP date and amount to this effect to our registered office address as mentioned below or any of our collection centers closest to you.

    You are requested to send us the SIP cancellation request 15 business days prior to the SIP date opted by you.If an SIP installment is due within 15 business days from the date of cancellation, that installment will be processed and your bank account will be debited for that SIP installment.

    To modify the SIP amount/frequency etc. registered at our end, you need to submit to us a SIP cancellation request to cancel your existing SIP and subsequently submit to us a fresh request for SIP registration. (The procedure for both is mentioned above).

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  • Toll Free: 1800 209 3863 /1800 22 3863

    For International Users: +91-022-2278 3863+91-022-6107 3863

    Fax: 1800 - 22 - 3864

    Email

    CustomerCare@QuantumAMC.com

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© 2016 Quantum Asset Management Company Private Limited

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.