Quantum Mutual Fund: Investing in the Age of Ayurveda and Technology

Posted On Monday, Apr 23, 2018


Who would have thought there will come an age where the two worlds of ayurveda and advance technology will come together. So while we use ayurvedic toothpaste, soaps, and beauty products; we talk about how robots can help us make the most of our money and time. As we trust the history and our roots for our wellbeing, at that very moment we rely on machines to make things easy. This is clear that in the years to come, there will be a big change in our lifestyle. It’s a good amalgam of the best of everything that we aim to make use of. But is everything set to change?

We are Quantum, we can’t help but link everything to investments. So, over the years, will your investment - choices change too? The way you invest?

The way you invest will definitely change. As we progress towards the new age, the Indian mutual fund industry especially Quantum Mutual Fund will advance & make use of technology to make investments even simple for you, our dear investor.

However, when it comes to your investment choices…well things essentially will remain the same. We believe that even after 20 years, a diversified equity fund will have the potential to help you fulfill your long term financial goals. A multi asset fund that diversifies your investments in not just two but three asset classes will help you with asset allocation. Moreover, mutual funds will still be one of the most trusted investment avenues.

Our flagship fund; the Quantum Long Term Equity Value Fund has already been there since the last 12 years now. Over the years the fund has been able to gain trust of its investors. QLTEVF has 29,869 active investors as on 23rd April, 2018.

QLTEVF follows the value investment process that is based on deep research. This is to ensure growth in the assets of the fund, while providing you with the optimum balance between risk and returns. The fund management team believes that by not speculating and holding high quality stocks will prove to be an astute choice in the long run. QLTEVF invests in companies that have solid processes. The fund managers buy stocks which have a good upside on the basis of estimated fair value (potential market price) and sell them when they hit the fair value. This might mean that during the frothy markets, we might not get the opportunity to stay invested in these stocks, but that’s okay!

Flashback – QLTEVF had high cash positions in 2014, 2015 and 2016. Despite all this, our long-term track record is as below:
The Scheme is co-managed by Mr. Atul Kumar and Mr. Nilesh Shetty.

Performance of the Schemes
PeriodScheme Returns (%)S&P BSE 30 TRI (%) Nifty 50 TRI (%)Value of investment of Rs. 10,000@
Quantum Long Term Equity Value Fund - Direct Plan - Growth Option   Scheme (RS.)S&P BSE 30 TRI (Rs.)Nifty 50 TRI (Rs.)
March 31, 2017 to March 28, 2018 (1 year)4.72%12.81%11.86%10,46811,27011,176
March 31, 2015 to March 28, 2018 (3 years)9.72%7.14%7.38%13,20312,29512,378
March 28, 2013 to March 28, 2018 (5 years)15.85%13.48%13.63%20,88118,82318,954
March 31, 2011 to March 28, 2018 (7 years)12.22%9.47%9.54%22,41218,83118,922
March 31, 2008 to March 28, 2018 (10 years)13.98%9.32%9.18%36,98324,37224,060
Since Inception (13th March 2006)14.43%11.27%11.36%50,74036,22636,576

Past performance may or may not be sustained in the future. Load is not taken into consideration and Returns are for Growth Option.
@ indicates the current value of Rs. 10,000/- invested at the beginning of a given period. Different Plans have a different expense structure. Returns are calculated on the basis of Compounded Annualized Growth Rate (CAGR).

Mr. Atul Kumar is the Fund Manager effective from November 15, 2006
Mr. Nilesh Shetty is the Associate Fund Manager effective from March 28, 2011.

For other Schemes Managed by Mr. Atul Kumar and Mr. Nilesh Shetty please click here

Certainly, we are here to give long term returns & are prepared for quick turnarounds too! What helps QLTEVF the most is the discipline that it imbibes. Over the years, it is this discipline- that will help this fund take care of your investments.

So, while the equity part of your portfolio is sorted with QLTEVF, for a less volatile and more diversified option we could look at the Quantum Multi-Asset Fund (QMAF). Diversification in equity, debt and gold in this fund is one of the prudent asset allocation solutions for your financial goals. Investors looking for diversification/multi-asset allocation by investing in equity, debt and gold, a combination of assets that works through the economic cycles can invest in QMAF. The asset allocation is based on the time to time performance of the underlying asset classes. QMAF offers freedom from monitoring different asset class instruments and helps to reduce your hassles by investing in one single scheme. Therefore, while in 20 years it might happen that robots may rule the world the Ayurveda way… however we are sure that Quantum Mutual Fund will still manage your portfolio the same way. The disciplined way!

Product Labeling

Name of the Scheme & Primary BenchmarkThis 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.
Quantum Long Term Equity Value Fund
Investors understand that their principal will be at Moderate 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
Quantum Multi Asset Fund of Funds
Investors understand that their principal will be at Moderately High Risk<

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Disclaimer, Statutory Details & Risk Factors:

The views expressed here in this article / video are for general information and reading purpose only and do not constitute any guidelines and recommendations on any course of action to be followed by the reader. Quantum AMC / Quantum Mutual Fund is not guaranteeing / offering / communicating any indicative yield on investments made in the scheme(s). The views are not meant to serve as a professional guide / investment advice / intended to be an offer or solicitation for the purchase or sale of any financial product or instrument or mutual fund units for the reader. The article has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and views given are fair and reasonable as on date. Readers of this article should rely on information/data arising out of their own investigations and advised to seek independent professional advice and arrive at an informed decision before making any investments. Please visit – www.quantumamc.com/disclaimer to read scheme specific risk factors.

Above article is authored by Quantum.

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