The Year That Was at Quantum Mutual Fund

2011 had us straddled tight as we prepared to be taken on a wild ride by the volatile markets. But, at Quantum Mutual Fund we feel that even against the odds, we have successfully completed yet another year of working for what we believe in; helping you create wealth out of your hard earned savings and serving you with transparency and efficiency. So, here’s a quick recap of a few major strides we took in 2011…

February - March 2011: Five years and still upbeat

Beating the drums through a louder medium

We’ve been reaching you through writings, investor education meets and press interactions. But this February, we decided to reach out a little differently! We embarked on a nationwide mass media campaign through English newspapers and financial dailies; and brought you our very own Quantum Theory of Investment. The Quantum Long Term Equity Fund completed its 5 year track record since its inception in March 13, 2006, setting an optimistic milestone for Quantum Mutual Fund.

April – May 2011: We’d like to introduce you to…

A new fund and a new way to invest with us

The evenhanded support of our board of directors helps make the roots of our organization firmer. So, in April 2011, Mr. Kamal Pande joined Quantum Asset Management Company Pvt Ltd’s Board of Directors as an dependent director. We also introduced a simple product that addresses the common roadblocks such as storage, holding Demat accounts and navailability of SIP facility that investors face while investing in Gold; the Quantum Gold Savings Fund. As a direct-to-investor mutual fund house, we nderstand your need for convenient services. Hence, we brought you India’s only completely paperless Invest Online platform to help you invest with us in a matter of minutes and with absolute minimum paperwork. We also added 40 more banks to make your transactions easier.

June – September 2011: Following the "Zero" movement

Reduced costs for affordable investing

You invest with us because you want to save your hard-earned money to realize your financial goals. We understand your priorities and hence announced Zero entry loads, Zero Transaction charges and Zero commissions. We also reduced the expense ratio of the Quantum Long Term Equity Fund and the Quantum Tax Saving Fund to 1.25% effective from June 1, 2011, to make investing affordable. Through our Online transaction facilities (SIP, STP and SWP), you could invest and transact with us from the comfort of your home.

October – December 2011: More ways of reaching out to you...

At home in Chennai!

Sure, we believe in being a "direct-to-investor" and "completely online" mutual fund house. But, we’d also like to interact with you over a cup of coffee. In September 2011, we opened the doors of our first office in Chennai. Our Chennai Office Address is - Quantum Asset Management Co. Pvt. Ltd. Office No. 657, Regus Business Centre, No 10/11, Chennai Citi Centre, Dr. Radhakrishnan Salai,Mylapore, Chennai- 600 004.
Come drop us a visit! We have joined hands with "Yes Bank", so that you could conveniently submit your subscription application at any Quantum branded Yes Bank drop box. Add to the highly eventful year, Quantum Asset Management Company received an ISO 27001 Certification in October 2011.

Path to Profit

Investing is NOT rocket science

Usually, investors believe that sending a man to walk on the moon is a lot easier than making a decent return on savings. To break such myths, the Quantum team trailed through the cities of Ahmedabad, Bangalore, Chennai, Hyderabad, Mumbai and Pune etc, meeting investors and the public through our FREE Path to Profit meets.

Our experts, Mr. Ajit Dayal, Chairman, QAMC, I.V. Subramaniam, Director, QAMC, Fund managers and the sales team answered questions on investing in mutual funds, gold, the outlook of the financial markets etc. We explained why the best way to plan your investments is to keep out all the noise and focus on the rational, long term perspectives.

Bidding adieu to 2011

It seems 2011 has been an eventful year as we brought you quick yet successful products and features. On that concluding note, we hope that 2012 will be the year when we are able to make investing in mutual funds simpler and probably even fashionable; such that you become an investor who is confident about his funds, invests the long term and recognizes the facts from the myths. We love getting your emails, and value your feedback; the criticism and appreciation. We definitely consider your input when we take management decisions. So please stay involved and continue to offer your thoughts. We look forward to serving you in the New Year!

Risk Factors: Mutual fund investments are subject to market risks read all scheme related documents carefully.

Please visit – www.QuantumMF.com to read scheme specific risk factors. Investors in the Scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the schemes objective will be achieved and the NAV of the scheme(s) may go up and down depending upon the factors and forces affecting securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the Scheme(s). Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: 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. The Sponsor, Trustee and Investment Manager are incorporated under the Companies Act, 1956.

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