Type

Scheme

Financial Transaction

Miscellaneous

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.


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

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: 6th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
2Karvy 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 AUTODEBIT MANDATE FORM (SIP through Auto Debit)
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 Auto Debit)
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 AUTODEBIT MANDATE FORM along with cancelled cheque (SIP through Auto Debit)
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: 6th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
2Karvy Computershare Private Limited- Karvy is our Registrar and Transfer Agent having many offices across India. Click here for all the locations available over India.
3Drop your Applications at the Drop Box-
We have tied up with 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.
4Call 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 [email protected] for the same.

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

Scheme NameFrequencies Available Under STPDailyWeeklyFortnightlyMonthlyQuarterly
Quantum Long Term Equity Value Fund, Quantum Equity Fund of Funds, Quantum India ESG Equity Fund, Quantum Gold Savings Fund, Quantum Multi Asset Fund of Funds, Quantum Dynamic Bond Fund
Minimum STP 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 STP 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 STP 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

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 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 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

Contact Us

Get In Touch

Take small steps to achieve big dreams! Start your investment journey today!

@@[email protected]@