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Our Equity Funds
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 Tax Saving 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 Equity Fund of Funds
The investment objective of the scheme is to generate long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI. There can be no assurance of positive returns from following the stated investment strategy.
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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 India ESG Equity 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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Related Quantum Directs
Our weekly newsletter of curated content to keep you updated on industry trends
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Keep CALM and INVEST On
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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Beat Inflation: Time to Move Beyond Bank Deposits
Inflation is when your hard-earned money loses value.
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Building your future the sustainable way
Let’s explore the key questions to ask when looking at an ESG fund.
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Choose Sustainability over profitability
Do you chase funds that make you the most money? Or Do you choose funds that help make the world a better place?
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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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ESG Investing - Good for Planet, Good for your Portfolio
If you are concerned about whether your investments are not just about meeting bottom lines but also identifying certain values or ethics that are important to you, then it may be time to embrace responsible investing.
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Your Equity Investment Strategy to Sail Through Challenging Times
The last couple of months for the equity markets have been very uncertain. Investors have been on a rollercoaster ride full of ups and downs.
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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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ESG = Responsible Investing = Profit with Purpose
Over the last year, we have witnessed some of the most devastating environmental challenges across the globe
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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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Ask Yourself These Questions Before Investing in Tax Saving Schemes
The looming deadline to invest in tax saving instruments can cause several investors to make desperate last-minute tax-saving attempts.
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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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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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Save Tax & Create Wealth with this Fund
As thoughtful Investors, avoid deferring your tax planning exercise...
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Choose a Tax Saving Fund That Complements Your Portfolio
While managing our investments, we research & invest in different asset classes to create a robust portfolio.
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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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Beta, Sharpe & More: Key Risk-Reward Metrics To Assess Your Investments
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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The Big Question - Growth or Value?
Equity mutual funds have the potential to help you reach your financial goals in the long term.
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E.S.G - Resilient and Responsible Investing
Environmental, Social and Governance are the three pillars of ESG investing, which is also called Responsible or Sustainable Investing.
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Equity monthly view for May 2021
S&P BSE Sensex increased by 6.67% on a total return basis in the month of May 2021.
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Equity monthly view for April 2021
S&P BSE Sensex declined by -1.45% on a total return basis in the month of April 2021.
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This Akshay Tritiya, How Best to Invest in Gold?
The festival of summer is here, one of the most auspicious days for buying Gold. For centuries, we have always understood the intrinsic value the yellow metal holds when it comes to wealth creation.
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Why Are Investors Coming Back To Equity Mutual Funds Through SIPs
SIP or systematic investment plan is a mode of investing in mutual funds and investors are coming back to SIPs.
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Equity monthly view for March 2021
S&P BSE Sensex appreciated by 0.85% on a total return basis in the month of March 2021.
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Here’s How A Small Step Can Increase The Potential of Your SIP
It’s a known fact, SIPs are hands down one of the most preferred investment options.
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5 Reasons to Stay Invested for the Long Term
The secret to building wealth and achieving your goals is to play the long game.
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Covid-19 Investment Lessons - What can you do to prepare for your future?
Today, March 25th 2021, is the first anniversary of the COVID-19 induced lockdown in India.
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Equity monthly view for February 2021
S&P BSE Sensex increased by 6.2% on a total return basis in the month of February.
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ELSS Funds Simplified with Sorbh Gupta, Fund Manager
As the tax season is about to end, investors want to park their money to save tax under section 80/C.
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Equity monthly view for January 2021
S&P BSE Sensex declined by -3.05% on a total return basis in the month of January.
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Fiscal Escalation: Spend, Borrow and Print
An American Investment Manager Warren Mosler, in 1970s, proposed an idea that governments
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Retirement Planning, Karo SIP Se Shuruvaat
Long term investing caught on in a big way among our readers and rightly so. 2020 taught us that sudden market movements can dent your wealth and adversely affect your financial goals.
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Your Option to Low Bank FD Rates & Market Uncertainty
With low bank deposit interest rates and expensive equities; you may be confused about choosing the next best fit for your investment portfolio
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ESG harnessing the power of equal opportunity
Equality for women "remains the great unfinished business of the 21st century"
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With stock markets rising, should investors still hold gold?
With equity markets soaring and the gold rally pausing for breath, investors are debating whether they should maintain their allocations to gold or exit the asset class.
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Make Sustainability Part of Your Investing Goal This 2021
2020 was a year of unpredictability - many lives and jobs were lost during the Covid-19 pandemic and the national lockdowns that followed
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Equity monthly view for December 2021
This has been a year like no other, who would have thought after the ~39% collapse
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5 Reasons to Add ESG Investments to Your Equity Portfolio
Sustainable Investing, Responsible Investing, Impact Investing, Clean Investing or more popularly known as ESG
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Can You Save Tax & Create Wealth at the Same Time?
As the year ends with all the festivities, we are also coming an inch closer to the tax saving season.
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Is Profit Booking the Right Thing To Do?
As market behaviour turns uncertain, do you think profit booking is the right step?
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Keep Your Portfolio Resilient During Market Downturns – with ESG Investing
The impact of COVID has had far reaching consequences, and no country or economy has been spared.
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The Habits of a Good Investor
Everyone knows that Indians have an inherent capacity to save money.
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Perhaps the Most Noteworthy Investment Idea of 2020 and Beyond...
Earlier this week, we introduced you to an excellent investing opportunity.
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New Investing Opportunity for 2020
In this exclusive Q&A Chirag, Fund Manager of Quantum India ESG Equity Fund, explains the positive correlation between sustainability and economic return. Read on to know more about this latest investment opportunity.
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A Disciplined Investor's Guide to Equity Mutual Funds
Never before has the world been shut away on this scale.
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Don’t panic, it’s time to reset your portfolio towards sustainability!
Coronavirus has disrupted the lives of everyone from rich to poor, from developing to developed economies, from currency to metals, no one is spared.
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Coronavirus And Your Equity Portfolio
On Thursday, March 12th, Indian markets woke up to the WHO declaring Covid-19 a pandemic, and said bye to the bulls with the Sensex shedding a massive 2,900 points.
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What are Equity Mutual Funds and its Type?
Equity Mutual Funds have an objective to generate capital appreciation over the long term.
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Why Equity-oriented Mutual Funds is Important For Long Term Wealth Creation?
Equity-oriented mutual funds invest a dominant portion of their assets in equity and equity related instruments.
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ESG investing - a worthy proposition in the long run?
To make our planet better, each one of us needs to consciously contribute and work towards it.
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What To Look In An ESG Fund Strategy?
For every person, it is important to clearly and consciously craft an investment strategy based on his/her financial goals.
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Understanding ESG in Mutual Fund Investing
At present, you may have ditched the plastic bags, plastic straws and plastic cans and you’re getting your own reusable market bag to the supermarket, right?
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If you think equity fund-of-funds are not tax efficient, think again!
Fund-of-funds which invest in other equity funds are treated as debt funds for taxation in spite of their underlying asset class being equity. Isn’t that Ironic?
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Make Money While Making A Difference With ESG Mutual Fund
Imagine you are the owner of a company; would you like the company to be flash in the pan - that exists for a year or two before flameout?
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Protect Your Child's Future With a Plan
As you come across newspaper advertisements and TV commercials of a young kid dressed up in robes smiling away at the cameras with a scroll in hand, it paints quite a picture
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Benefits Of Investing In A Tax Saving Mutual Fund
The New Financial Year is about to start. So while we look forward, with great anticipation to that new year party when the Financial year ( April-March) is about to change, the upcoming new fiscal year is approached with trepidation as it comes with its fair share of questions – the biggest one being – How do I save tax?
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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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Sorbh Gupta
Fund Manager- Equity, Quantum AMC
Sorbh Gupta is qualified as a Chartered Accountant & has completed all the three levels of CFA. He is the Fund Manager for Quantum Long Term Equity Value Fund & Quantum Tax Saving Fund. With more than 16 years of experience in equity research as well as managing funds; Sorbh brings with him a wealth of experience of having tracked varied sectors in his previous work assignments. Before joining Quantum, Sorbh was associated with Narotam Seksaria Family Office.
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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.
