Frequently Asked
Questions

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

•	Quantum Long Term Equity Value Fund
•	Quantum Liquid Fund
•	Quantum Tax Saving Fund
•	Quantum Equity Fund of Funds
•	Quantum Gold Savings Fund
•	Quantum Multi Asset Fund of Funds
•	Quantum Dynamic Bond Fund
•	Quantum India ESG Equity Fund
•	Quantum Nifty 50 ETF Fund of Fund

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.QuantumAMC.com.

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

1. Quantum Asset Management Company Private Limited: 6th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
2. Quantum Asset Management Company Private Limited: BSQUARE Office Solutions, 6th Floor Shree Krishna Centre, Nr. Mithakhali Six Roads, Navrangpura, Ahmedabad - 380 009
4. KFin Technologies Limited- KFin Technologies Limited 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.

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

For Existing Investors:

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

1. SIP AUTODEBIT MANDATE FORM along with cancelled cheque (SIP through Auto Debit)
2. SYSTEMATIC 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:

1. Quantum Asset Management Company Private Limited: 6th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
2. Quantum Asset Management Company Private Limited: BSQUARE Office Solutions, 6th Floor Shree Krishna Centre, Nr. Mithakhali Six Roads, Navrangpura, Ahmedabad - 380 009
3. K Fintech Technologies Limited- K Fintech Technologies Limited is our Registrar and Transfer Agent having many offices across India. Click here for all the locations available over India.

The request for SIP application should be received at our end within 21 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.

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.

You can pay at regular intervals by giving Direct Debit 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.

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.

•	Kotak Mahindra Bank
•	Andhra Bank
•	Allahabad Bank
•	Andhra Pragathi Grameena Bank
•	Bank of Bahrain and Kuwait
•	Bank of Baroda
•	Bank Of India
•	Bank of Maharashtra
•	Central Bank of India
•	Canara Bank
•	Cosmos Bank
•	Corporation Bank
•	Catholic Syrian Bank
•	City Union Bank
•	Deutsche Bank
•	Development Credit Bank
•	Dena Bank
•	Dhanlakshmi Bank
•	Federal Bank
•	Fincare Small Finance Bank Ltd
•	HDFC Bank Limited
•	ICICI Bank
•	IDBI Bank
•	Indusind Bank
•	Indian Bank
•	Indian Overseas Bank
•	Jammu & Kashmir Bank
•	Janata Sahakari Bank
•	Karnataka Bank
•	Karur Vysya Bank Limited
•	Lakshmi Vilas Bank
•	ORIENTAL BANK OF COMMERCE
•	Punjab & Maharashtra Co-op Bank
•	Punjab National Bank
•	Punjab and Sind Bank
•	Ratnakar Bank
•	State Bank of India
•	SCB
•	South Indian Bank Ltd
•	Shamrao Vithal Co.Operative Bank Ltd
•	Saraswat Bank
•	Syndicate Bank
•	Tamilnad Mercantile Bank Ltd
•	TNSC Bank
•	Union Bank of India
•	UCO Bank
•	United Bank of India
•	Axis Bank
•	Vijaya Bank
•	YES Bank
•	Bandhan Bank
•	Citi Bank
•	DIGI Bank
•	IDFC Bank
•	Kalupur Cooperative Bank
•	NKGSB Bank
•	TJSB
•	Pragathi Krishna Bank

Note: Quantum Liquid Fund has only Monthly and Quarterly Frequency.

Scheme Name	SIP Options	Daily	Weekly	Fortnightly	Monthly	Quarterly
Quantum Long Term Equity Value Fund / Quantum ESG Best In Class Strategy Fund / Quantum Equity Fund of Funds / Quantum Gold Savings Fund / Quantum Multi Asset Fund of Funds / Quantum Dynamic Bond Fund / Quantum Nifty 50 ETF Fund of Fund /Quantum Multi Asset Allocation Fund/ Quantum Small Cap Fund
	Minimum SIP amount	₹100/- and in multiples of Re. 1/- thereafter	₹500/- and in multiples of Re. 1/- thereafter	₹500/- and in multiples of Re. 1/- thereafter	₹500/- and in multiples of Re. 1/- thereafter	₹500/- and in multiples of Re. 1/- thereafter
	Minimum SIP Installments	132	25	13	6	4
Quantum ELSS Tax Saver Fund
	Minimum SIP amount	₹500/- and in multiples of ₹500/- thereafter	₹500/- and in multiples of ₹500/- thereafter	₹500/- and in multiples of ₹500/- thereafter	₹500/- and in multiples of ₹500/- thereafter	₹500/- and in multiples of ₹500/- thereafter
	Minimum SIP Installments	132	25	13	6	4
Quantum Liquid Fund
	Minimum SIP amount	NA			₹500/- and in multiples of Re. 1/- thereafter	₹500/- and in multiples of Re. 1/- thereafter
	Minimum SIP Installments	NA			6	4

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).

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.

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.

Offline SIP registered through Auto debit 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 One Time Mandate along with the 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 21 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 Transaction Form (SIP STP SWP) 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 21 days prior to your subsequent SIP date. However the SIP cancellation request needs to be submitted 15 business days prior the next SIP date.

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.

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 Value 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 Value 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 of Funds: 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

• Quantum India ESG Equity Fund: Please click here to view the load structure of the scheme

• Quantum Nifty 50 ETF Fund of Fund: Please click here to view the load structure of the scheme