Today, on 13th
March, 2016 Quantum Long Term Equity Fund completes 10 splendid years of creating wealth for its investors. Quantum Long Term Equity Fund
being our flagship scheme Quantum Mutual Fund too completes 10 years of providing investment services to our valuable investors.
Quantum Long Term Equity Fund`s success is a tribute to the thousands of investors who have believed in us. Believed in our investment philosophy. In a process-driven investment approach. In our direct-to-investor stance. In the emphasis on technology to make investments simple. Believed that we would honour their trust as they committed their hard earned money to us.
Like Xenophanes, an ancient Greek philosopher who said, “It takes a wise man to recognize a wise man”; we believe that it takes a prudent investor to identify a prudent fund. So as we celebrate 10 years of Quantum Long Term Equity Fund, we acknowledge that we owe it to you, in a big way. Thank you for choosing us as your partner in building wealth for the long term. Thank you for backing your faith by continuing your investments with us.
Quantum Mutual Fund began the journey of simple investments in March 2006. With our mission of being India`s most respected mutual fund
house (being the largest has never been, will never be, our aim), and of putting the needs of our investors first
, we have been on the path less trodden. Being a small fund house, sometimes our voice for what’s best for the investor has got muffled by the trumpeting of the elephants of the industry. Yet, on many occasions we triumphed, with the industry adopting the best practices which your humble fund house introduced.
Here are 10 such industry firsts from Quantum-
|1)||Direct plan of investments (the industry launched direct plans subsequently)|
|2)||Low cost actively managed funds|
|3)||Simple, uncluttered products; no clone funds|
|4)||Process based investment approach; no star fund manager|
|5)||No entry load (we never charged entry loads)|
|6)||To plough back exit load into the scheme|
|7)||Educating investors through Path to Profit meets (investor awareness & education is now mandatory)|
|8)||Completely paperless investment platform|
|9)||Creating a formal Charter of investors’ Rights|
|10)||E-KYC and investing through Aadhaar|
In these 10 years we sure have come a long way and it has been a journey filled with much learning. We hope our presence has contributed positively to the industry in general and investors in particular. But there is still a long, long way to go. The goodness of investing must be spread abroad to the tens of thousands who are yet to experience mutual funds; at least a few of whom view investments with suspicion, thanks to the misdoings of some in the past. The damaged trust needs to be patiently won back and investments need to be simplified to win the confidence of the commonest of people. At Quantum all our efforts are directed at achieving this.
Now as we complete 10 years of Quantum Long Term Equity Fund, we cannot but acknowledge that our journey would not have been the same without our investors. And we leave with you the promise that we will continue to diligently look after your hard earned money and do only what is best for you. Looking ahead to the years to come we earnestly desire your support in spreading the joy of investing by taking investments to more and more people. Together we can change the way people save, invest and meet their long term goals.
To know more about Quantum Long Term Equity Fund
here. Product Label
|Name of the Scheme||This product is suitable for investors who are seeking*||Riskometer|
|Quantum Long Term Equity Fund|
(An Open-ended Equity Scheme)
|• Long term capital appreciation and current income|
• Investments in equity and equity related securities of companies in S&P BSE 200 index.
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 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. 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.
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.