Investment
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Equity Asset Class Outlook
Equity Mutual Funds in India
Quantum 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.
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Monthly Equity Outlook
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Equity Monthly View for April 2025
Posted On Wednesday, May 07, 2025
April 2025 witnessed a reversal in FPI flows and an ease of global tariff related uncertainties, leading to a rise in broader indices.
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Equity Monthly View for March 2025
Posted On Tuesday, Apr 08, 2025
After five months of decline, Sensex ended March 2025 with + 5.7% returns.
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Equity Monthly View for February 2025
Posted On Friday, Mar 07, 2025
Indian markets continued the down trend in the month of February 25 on the back of continued FPI
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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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Navigating NRI Investments : Understanding Double Taxation Avoidance Agreement (DTAA)
A recent ruling by the Income Tax Appellate Tribunal (ITAT), Mumbai around capital gains arising out of redemption of mutual fund units by NRI investors are not taxable in India
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Equity Investments and Highways: Navigating Risks with a Seat-belt
Navigating the fast-paced investing world is like driving on a bustling highway—without risk mitigation strategies, you're as vulnerable as a driver speeding on a highway without a seat belt.
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A Strong Year Starts with a Strong Portfolio—Time for a Financial Health Check!
A new financial year is here—a clean slate, a fresh start, and a chance to get your investments in shape.
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QLTEVF – Your Partner in Both Good Times and Bad
A good life partner is one who not only is with us to celebrate the good times but who also has our back during the bad times.
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Wealth Creation + Tax Saving + Value Investing with Downside Protection – Who Said You Can't Have It All?
As the financial year draws to a close, many investors are focused on optimizing their tax liabilities.
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Quantum ELSS Tax Saver Fund: Solid, Stable and works 30 hours a week for you
Investors seek stability, consistency, and reliability in their financial journey.
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Choosing the Right Mutual Fund for your Client?
Choosing the right mutual fund can be a pivotal step towards building a secure financial future for your clients.
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The Importance of Regular Portfolio Reviews
While managing a portfolio involves what one thinks will be suitable investments...
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Resilience in Rough Markets - Invest the Quantum Way
It’s been a jolly good ride for Indian equity investors since 2020 with 5-year annualized return of frontline indices Nifty 50 and Nifty 500 at 15.5% and 19% respectively as per NSE data as on December 2024.
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Equity investments and Tax saving - Tick both boxes with ELSS funds
With domestic equity markets down from their 2024 highs, now can be an opportune time for investors to buy into one of the growing economy in the world at reasonable valuations.
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Add the edge of Ethics to Equities with Quantum’s latest NFO: Closes Soon!
Business ethics are the moral principles that act as guidelines for the way a business conducts itself and its transactions.
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Quantum Ethical Fund: Your Path to Principled Returns
One does not have to choose between doing good and doing well. Rather than chasing fleeting returns, choose to invest in a way that offers consistent, responsible returns.
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Turn your Values into Wealth with our latest NFO
When the Greek king Midas was granted a wish, he got greedy and asked for everything he touched to turn to gold.
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From Piggy Banks to Portfolios: Mutual Fund Investments for Growing Kids
Our children are the joy of our lives. We chuckle as they naively talk about being a doctor one day and an astronaut the other, while we work hard at our jobs
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Overcome Market Uncertainties: The Power of Multi-Asset Investing
As we step into September, Indian stock markets may face increased fluctuations, influenced by global and domestic factors.
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Quantum Mutual Fund - Riding the Market Rollercoaster? Strap in with Downside Protection
India with impressive economic growth, demographic dividend, and increasing influence on the political scale, the world’s hope remains with India.
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Invest in Financial Freedom with This Multi Asset Fund
Just as India’s freedom was marked by resilience, strategic planning, and unity, the journey to financial independence requires thoughtful investment choices that secure long-term prosperity.
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Be Good. Do Good: The Quantum Way
In the business environment, good corporate governance is paramount to the success and sustainability of organisations.
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Navigating the New Taxation Rules for Quantum Investors
The Union Budget announced on 24 July, 2024 brought in controversial changes such as removal of indexation benefits and changes in tax rates.
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Ballots Cast, Budgets Await: Market Reactions in the Post-Election Economy
As India emerges from a dynamic election cycle, the investing landscape finds itself at a crossroads. While the newly formed Coalition government settles in, pre-budget expectations are shaping market sentiment.
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The Governance Feature in this ESG Fund
In the realm of sustainable investing, the governance aspect of an ESG (Environment, Social, and Governance) fund holds paramount importance.
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Experience the Quantum Difference: Investor Success with Integrity
In the evolving landscape of mutual funds, Quantum stands out as a beacon of integrity, transparency, and investor-centric operations.
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Skip the Coffee, SIP It Instead
We all know the joy of starting the day with a cup of our favourite coffee brew. But what if we told you that your daily Rs. 300 coffee habit
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Balancing Act: The Coalition Government and Markets in India
Let's explore how the current coalition government may impact your investments. The Indian stock market is a barometer of the country's economic health and is shaped by the prevailing political environment.
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Polls to Portfolios: A Robust Portfolio with Quantum in Post-Election India
The election season may be over, but the journey for your investments is ongoing.
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Are You Looking for Stability and Growth in Your Portfolio? Read This
Although the Indian equity markets have scaled new highs, the last couple of months have been rather volatile.
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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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Worried How the Indian Equity Markets Would Do Around Elections?
In the last couple of months of the calendar year 2024, the Indian equity market has been on a rollercoaster ride or rather volatile.
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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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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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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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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 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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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 & Fund Manager (2006)
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 Gold 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, Equity (2022)
Over 6 years work experience in equity research across multiple sectors.
Joined Quantum Asset Management Company Private Limited in 2016. His prior work experiences include stints at Wipro Technologies and Robert Bosch Engineering & Business Solutions.
Manages - Quantum Value Fund and Quantum ELSS Tax Saver Fund
Holds a Post-Graduate Diploma in Management (Finance) - IMT -
Hitendra Parekh
Fund Manager, Equity (2004)
Over 3 decades of work experience in the financial services industry.
Joined Quantum Asset Management Company Private Limited in 2004 prior to which he was associated with Unit Trust of India and UTI Securities Ltd.
Manages - Quantum Nifty 50 Fund ETF & Quantum Nifty 50 Fund or Fund
A B. Com graduate & holds a Master’s degree in Financial Management from Narsee Munsee Institute of Management Studies
