Investment
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Equity Asset Class Outlook
Equity Mutual Funds in India
Quantum Long Term Equity Value Fund
The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
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Quantum ELSS Tax Saver Fund
The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
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Quantum Nifty 50 - ETF
The investment objective of the scheme is to invest in stocks of companies comprising CNX Nifty Index and endeavor to achieve returns equivalent to the Nifty by “passive” investment. The scheme will be managed by replicating the Index in the same weightage as in the CNX Nifty Index.....
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Quantum ESG Best In Class Strategy Fund
The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies that meet Quantum’s Environment, Social and Governance (ESG) criteria.
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Quantum Small Cap Fund
An open Ended Equity Scheme predominantly investing In equity and equity-related instruments of small-cap companies. The investment objective of the Scheme to generate capital appreciation by investing predominantly in Small Cap Stocks.
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Quantum Multi Asset Allocation Fund
The investment objective of the Scheme is to generate long term capital appreciation/income by investing in a diversified portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments.
Know MoreMonthly Equity Outlook
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Equity Monthly View for March 2024
Posted On Friday, Apr 05, 2024
S&P BSE Sensex grew by 1.59% in the month of March 2024. S&P BSE Midcap Index increased by 0.01% & S&P BSE Small cap Index declined by -4.8% respectively.
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Equity Monthly View for February 2024
Posted On Wednesday, Mar 06, 2024
S&P BSE Sensex advanced by 1.2% in the month of February. S&P BSE Midcap Index advanced by 1.7% & S&P BSE Small cap Index declined by 1%.
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Equity Monthly View for January 2024
Posted On Tuesday, Feb 06, 2024
S&P BSE Sensex declined by -0.6% in the month of January.
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Related Webinars
Related Quantum Directs
Our weekly newsletter of curated content to keep you updated on industry trends
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World Health Day: Build a Healthier Portfolio with Quantum ESG Best-in Class Strategy Fund
As we celebrate World Health Day on April 7th, it's a timely reminder of the importance of wellness in all spheres of our lives.
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ISEC Merger with ICICI Bank, Why Quantum voted against the Resolution
Since its Inception in March 2006, Quantum Long Term Equity Value Fund has been focused on generating sensible
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Navigating the Financial Seas: The Crucial Role of Partners in Mutual Fund Distribution Space
In the vast ocean of investment opportunities, mutual funds stand out as a beacon of hope for many investors seeking to grow their wealth steadily over time.
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Did Your New Car Come Without a Steering Wheel?
Everything that is produced, as you know, follows a particular process and has certain capacity constraints.
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Mastering Mutual Fund Selection: The 4 Ps Guide for Distributors
In the ever-evolving landscape of mutual funds, when it comes to selecting the right mutual fund for your clients
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Small Cap, Big Difference: Staying Ahead with Liquidity & other Risk Controls
Amid a build-up of “froth” in the small cap and midcap space in terms of valuation
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Multi-Asset Allocation Fund: Navigating Choppy Waters When Equity Seas Get Rough
Indian equities are scaling new heights, reaching lifetime highs where Sensex crossed the 73,000 and Nifty crossed 22,000 mark for the first time ever on January 15, 2024.
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Valentine’s Day Special: A Perfect Match for Certainty in an Uncertain world
As Valentine's Day approaches, it is a great time for creating and nurturing relationships.
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Interim Budget 2024-25: A Quantum Perspective
Fiscal prudence, continued capex spending, green growth and status quo on direct and indirect taxes were the key highlights of the Interim Budget FY 2024.
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The rise of Robo-advisors: What does it mean for MF distributors?
In the ever-evolving landscape of Mutual funds, technological advancements have played
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This Republic Day, build a Strong Foundation for your Equity Portfolio
India will be celebrating its 75th Republic Day tomorrow.
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Dynamic Bond Fund stands to benefit from Fiscal Consolidation: Fixed Income Perspective from Pankaj Pathak
The interim union budget for 2024-25 will be presented on February 1, 2024 As has been the custom, the government may not announce any major policy changes in the interim budget ahead of Union elections.
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Tax Saving Season with a Predictable Approach
Instead of a short-term tax-saving exercise, take a holistic approach - a new lens of building wealth alongside tax saving by knowing what you can expect from your investments.
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Planning your Taxes with ELSS? Choose a Predictable Approach to Navigate the High Valuations
We are in tax planning season. It is also a time when your employer asks you to submit investment
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Target Equity Growth with a more Predictable Approach
While markets will always remain uncertain and unpredictable, what if we told you could rely on a fund that offers you more predictability?
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Portfolio Released: A Sneak Peek into Our Small Cap Portfolio!
We believe that within the realm of small caps lie opportunities that can generate remarkable returns
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Look Beyond Ratings and Returns - Think S.M.A.R.T.
Investment decisions based on past returns may not be prudent as it may not be indicative of the potential or future
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Decoding the Intersection of Elections, Economy & Equity Investments
Elections tend to create short-term volatility and uncertainty in the financial space where it becomes difficult to predict market movements.
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Sail through Market Cycles with a Diversified Equity Portfolio
Mutual Funds needs close observation, realistic assessment and an open mind...
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Usher in Wealth & Good Fortune This Dhanteras with a Smart Gold Investment
Dhanteras, is fast approaching on the 10th of November and it marks the first day of the grand Diwali celebration, a time when homes across India are lit up with the warm glow of diyas.
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Opportunities & Challenges in the Small Cap Space: Interview with Chirag Mehta, CIO & Fund Manager
The Small Cap universe is very vast and has showcased good growth potential.
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Small-Caps, Big Difference: The Unexplored Opportunity Amid Sensex Rise
Worried that the Indian equity markets are near the peak?
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Small Cap, Big Difference to your Portfolio - NFO Launched Today on Oct 16!
Equity market goes through cycles. If you were to see the relative valuation of small caps vs Sensex, it is trading close to long term averages.
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Small-Caps Still Hold Potential but be Cognizant of Risks for a Rewarding Experience
The Indian equity market has had a run in the last couple of years, driven by a broad-based market rally. In the last one year, the S&P BSE Sensex generated an absolute return of 13% (as of October 05, 2023).
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Exploring the Shared Principles of Classrooms and Markets
From imparting knowledge, instilling good values and guiding you towards the right path, a teacher's contribution to one’s life is unmatched.
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Raksha Bandhan: Karo #PlanetKiRaksha with this Mutual Fund
Just as you've vowed to protect your sister, it's time to make a commitment to act towards #PlanetKiRaksha.
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India's True Independence Shines Amid Global Economic Shifts
In today's rapidly evolving world, where economic dynamics are constantly undergoing seismic changes, India emerges as a resolute beacon of resilience and growth.
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Sustainable Growth or Bubble? What Sets the Current Equity Rally Apart from the Pre-Covid Rally?
The Indian equity market has witnessed several upswings in recent years, but the current rally is particularly noteworthy for its strength and breadth.
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While Chasing Market Rally, Take Cognizance of Risks
We are halfway through 2023 and after overcoming challenges such as skyrocketing inflation and aggressive rate hikes in the initial part of this year, Nifty 50 & Sensex broke into new lifetime highs in June (19000 & 64500 levels respectively).
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India Story Turns Positive Again: How to Position Your Portfolio
In recent times, the Indian economy has shown promising signs of a positive turnaround.
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Market Fundamentals in Favour of Value
Value investing is a proven equity investing strategy propagated by legendary investors like Warren Buffett and Benjamin Graham that focuses on investing in undervalued stocks that are priced lower than their intrinsic value.
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Is there a link between green investing & long-term returns?
ESG investing refers to the integration of Environmental, Social, and Governance factors into investment decision-making processes.
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Take the Early Ride to Maximize Your Tax Saving & Wealth Building Potential with an SIP in ELSS
Generally, many of us start scrambling toward the end of the financial year to make last-minute tax-saving investments.
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How do you Benefit from Indexation before Mar 31
What is the impact of indexation benefit withdrawal & how do you respond?
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India is Gearing Towards Sustainability. Is your Portfolio?
The Government has identified Green growth as one of the seven top priorities of the Union Budget this year.
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How to Structure Your Portfolio Given an Imminent Global Economic Slowdown
The Indian equity markets, as you may have experienced, have been quite volatile of late.
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How to Calculate Returns From an ELSS And Its Tax Implications
As you may know, there are multiple tax-saving options in India to save taxes under Section 80C of the Income Tax Act
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Planning your taxes? Consider an option that can Save Tax AND Grow Wealth
It’s February and we are pretty much in the tax planning season. If you are a high-risk taker, looking to get two birds with one stone
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Here’s Why Invest in ELSS for Tax Benefit
‘A penny saved is a penny earned’, so goes a famous saying.
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Top 10 Highlights of the Indian Union Budget 2023-24 and Takeaways
Union Finance Minister Nirmala Sitharaman has presented the Union Budget 2023 heralded as the first budget in Amrit Kaal.
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What is a Tax-Saving Fund And Why Does It Make Sense for the Risk-takers to Invest in It?
We all aim to maximise our savings, isn’t it? In this respect, along with prudent budgeting and wise use of hard-earned money, saving tax is important.
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Kickstart the New Year with a 12:20:80 Mutual Fund Portfolio Review
As the year draws to a close, it is a good time take a closer look at your investment portfolio.
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Equity Year End Wrap-up & Outlook - 2023
2022 was an eventful year when the global economy witnessed the cons of easy money flow (Quantitative Easing).
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Your Anchor in a Storm - Grow your Wealth with a Value + Tax Advantage
The financial markets have been through a bumpy ride the past year – the Russia-Ukraine war has led to a global energy crisis and led to rising inflation and subsequent interest rate hikes.
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Is your MF Portfolio Designed to Ride India’s Long Term Growth Story?
You probably have these and more questions and concerns about the future of India and its impact on your investment portfolio.
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Tax Planning Season is Coming - Don’t Wait Till the Last Moment
It is around the time when companies start requesting investment proofs for tax planning.
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Retirement Planning - Navigate your Portfolio Today for a Better Tomorrow
You work hard and build a life for yourself and your family - one full of dreams, achievements, and happiness.
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Equity monthly view for September 2022
The S&P BSE SENSEX declined by 3.5% on a total return basis in the month of Sep 2022
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Equity monthly view for August 2022
S&P BSE SENSEX advanced by 3.6% on a total return basis in the month of Aug 2022.
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Getting Financial Freedom on Track
On Aug 15, 2022, India celebrated 75 years of independence. As in the past, India has displayed resilience and the potential to overcome challenges..
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Equity monthly view for July 2022
Equity Markets managed a splendid recovery in the month of July-22. S&P BSE SENSEX moved up by 8.71 % on a total return basis in the month.
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How Can ESG Investing Safeguard Your Future?
Three waves of the pandemic, the Russia-Ukraine war, record-high inflation - the last three years have been challenging...
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Equity monthly view for June 2022
S&P BSE SENSEX declined by -4.47 % on a total return basis in the month of 2022.
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Now, A Diversified Portfolio at your FingerTips
In the interest of continuing our investor first approach, we have made the Asset Allocation Approach easy and simple for you to adopt, either using an active or a passive approach.
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Build a Weatherproof Portfolio Passively - With Our Upcoming NFO
Has the recent decline in the stock markets resulted in losses...
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Gear up for Growth - The Active or Passive Way
If you are worried about the present downturns in the equity market and are looking for ease of investing, here’s a new opportunity for you.
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Balancing Emotions While Investing
Emotions are an essential part of what makes us human but when it comes to investing, emotions can either make or break your goals.
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Beating Inflation: Time To Move Beyond Conventional Avenues
Inflation is when your hard-earned money loses value.
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Equity monthly view for May 2022
It has underperformed developed market indices like S&P 500 (+0.18%) and Dow Jones Industrial Average Index (+0.32%).
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Equity monthly view for April 2022
S&P BSE SENSEX declined by -2.5% on a total return basis in the month of April 2022.
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Equity monthly view for March 2022
The S&P BSE SENSEX moved up by 4.12% on a total return basis in the month of March 2022.
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Interest Rate Hikes: Is your Equity Portfolio Geared for Growth?
Since the Covid-19 fueled self-offs in March 2020, financial markets have risen to the challenge.
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Equity monthly view for February 2022
S&P BSE SENSEX fell by -2.9% on a total return basis in the month of February 2022.
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Equity monthly view for January 2022
S&P BSE SENSEX fell by -0.38% on a total return basis in the month of January 2022.
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Add Value to Your Portfolio with This Tax Saving Fund
Today the dynamic market movements have made more and more investors understand the potential of equity investment to reach their financial goals, choosing ELSS funds for tax saving has become one of the preferred route.
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Equity monthly view for December 2021
The year 2021 started with a sense of hope with an expectation of end game for pandemic & related economic woes with the proliferation of the vaccines.
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Your Answer to Simplifying Equity Investing in 2022 - Quantum Mutual Fund
With the equity markets facing sharp swings, it is important to select a diversified
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ELSS Investment – A Friend of The Salaried Class
If you are a new investor or a salaried class one, ELSS Investment is something you must know about.
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Equity monthly view for November 2021
S&P BSE SENSEX fell by -3.78% on a total return basis in the month of November 2021.
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How To Save Tax & Create Wealth
As thoughtful Investors, avoid deferring your tax planning exercise...
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Equity monthly view for October 2021
S&P BSE SENSEX increased by 0.44% on a total return basis in the month of October 2021.
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Equity monthly view for September 2021
S&P BSE SENSEX increased by 2.7% on a total return basis in the month of September 2021.
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Equity Mutual Funds – Are They For You?
Every investor at one point in time has wondered or looked up for what is Equity Mutual Fund meaning.
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Equity monthly view for August 2021
S&P BSE SENSEX increased by 9.4% on a total return basis in the month of August-21.
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How do You Respond to the Bull Run in the Equity Markets
As equity markets zoom forward at record levels, you may be worried about the impact of rich valuations & increase in your investment value.
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Add Value to your Equity Portfolio with Value Investing
As equity markets zoom forward at record levels, you may be worried about the impact of rich valuations & increase in your investment value.
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Want to save taxes? With ELSS Tax - Saving Fund YES you can!
The last 3 months of the year are busy for taxpayers.
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Key Risk-Reward Metrics To Evaluate Your Investment
Most investors look at returns as a yardstick to evaluate or compare one mutual fund from others.
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Equity monthly view for July 2021
S&P BSE SENSEX increased by 0.36% on a total return basis in the month of July-21.
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Is Value Investing Here To Stay?
Value Investing has long been advocated by industry stalwarts such as Warren Buffet and Benjamin Graham.
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Large, Mid or Small Cap Fund: How Do You Position Your Portfolio to Ride Out The Market Uncertainty
We have all gone through much this second wave!
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Equity monthly view for June 2021
S&P BSE SENSEX increased by 1.29% on a total return basis in the month of June-21.
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Our Fund Managers
Have Questions? Reach out directly to our experienced fund managers and start a conversation today!
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Chirag Mehta
Chief Investment Officer
Chirag Mehta has been elevated to the position of Chief Investment Officer of Quantum Asset Management Company with effect from April 01, 2022. Chirag has been serving as Senior Manager, Alternative Investments. He joined Quantum in 2006 and has more than 18 years of cumulative experience in managing commodities and specializing in the field of alternative investment strategies. He has been the fund manager of Quantum Gold Savings Fund, Quantum Equity Fund of Funds, Quantum Multi Asset Fund of Funds, and Quantum India ESG Equity Fund. Chirag has been formerly ranked as the 4th best Fund Manager in the world under the age of 40 by Citywire in 2017. He is a qualified CAIA (Chartered Alternative Investment Analyst) and has also completed his Master’s in Management Studies in Finance.
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George Thomas
Fund Manager
George Thomas has 6 years of experience in equity research across multiple sectors. He has been part of Quantum since 2016, and at present is the Fund Manager for Quantum Long Term Equity Value Fund and Quantum Tax Saving Fund. George has completed Post-Graduate Diploma in Management (Finance) from IMT, Ghaziabad. His prior work experience include stints at Wipro Technologies and Robert Bosch Engineering & Business Solutions.
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Hitendra Parekh
Senior Vice President - Dealing
Hitendra N Parekh has close to 3 decades of experience financial services industry. Prior to working with Quantum, he has been with the Unit Trust of India for 4 years and UTI Securities Ltd for 9 years. He has completed his B.Com & Masters in Financial Management from Mumbai University.
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