Quantum Tax Saving Scheme is an open-ended diversified ELSS (Equity Linked Savings Scheme) that offer you dual benefits of tax savings and capital appreciation over the long term, due to the underlying equity component. Learn about Quantum Tax Saving Fund stock picking and portfolio construction process. www.Quantumamc.com

1. Panel Discussion on Asset Classes of Equity, Debt & Gold
Speakers:
Sorbh Gupta – Fund Manager, Equity
Chirag Mehta – Sr. Fund Manager, Alternative Investments
December 17, 2020
1
Quantum Tax Saving Fund
July 2021
Private and Confidential

2. TABLE OF CONTENTS
About Us
About Quantum Mutual Fund
Our Research and Investment Process
Benefits & Features of QTSF
Performance of the Fund

3. ABOUT US

4. 4
 Set the foundation for building an India-focused investment management institution across the 4
major asset classes: equity, fixed income, real estate, infrastructure: Steady growth in assets,
disciplined approach attracting clients
 Need for multiple asset classes to reduce the business risk of being dependent on any ONE
product:
India is not mainstream - huge volatility in valuations and client interest
 1990 to 2004: investment processes refined by affiliation with international groups
 2004 to 2008: invested in people
 2004 to 2008: incubated teams to diversify business risk
 2008 to 2009: invested in world-class systems
 2010 onwards: maintaining our focus and discipline; succession planning
Group Update – The Past 25 Years

5. Our Journey so Far
• Quantum Long Term
Equity Value Fund
completes 10-year
track record
• Quantum Long
Term Equity Value
Fund
• Quantum Liquid
Fund
• Set up Quantum
AMC
• Quantum Gold Fund
• Quantum Nifty ETF
• Quantum Tax Saving
Fund
• Quantum Gold
Savings Fund
• India’s first fully
paperless Online
Investing Platform
• Quantum Equity
Fund of Funds
• “Path to Profit”
Launched
• Quantum Multi
Asset Fund of
Funds
• Quantum Dynamic
Bond Fund
• Transactions through
Email, WhatsApp &
Fax
• Launch of
Regular Plans
• Quantum India
ESG Equity Fund
2005 2006 2008 2009 2011 2012 2015 2016 2017 2019

6. 6
 Currently managing an AUM of USD 2.95 Billion (~INR 21,960 crore) as July 31, 2021
Manages Indian equity investments for some of the largest institutions in the world,
including Sovereign Wealth Funds, pension funds, endowments, and foundations
Currently registered as a Portfolio Manager with SEBI and other international regulators
Quantum Advisors is 50.8% owned by Mr. Dayal and the Management Team and 49.2%
owned by HWIC Asia. HWIC Asia is ultimately promoted and wholly owned by Fairfax
Financial Holdings Limited (“FFHL”). FFHL is listed on the Toronto Stock Exchange and is
led by Mr. Prem Watsa, known as the Warren Buffet of Canada
About our Sponsor– Quantum Advisors Pvt. Ltd.

7. ABOUT
QUANTUM MUTUAL FUND

8. 8
Quantum Mutual fund was established in 2006 with the launch of the Quantum Long Term
Equity Value Fund
Quantum Mutual Fund was the 29th, but India’s 1st Fund house that started with a focus on
a Low Cost Approach for investors
Simple range of funds: No confusion for investors
Disciplined Research and Investment Process: Team-driven, no “star” fund managers
Staying the course, no short cuts: Asset Managers, not Asset Gatherers
 Quantum MF AUM = Rs.2,011.83 Cr. as on 31st July 2021
 Number of Folios: 72,854 as on 31st July 2021
About Quantum Mutual Fund

9. Company Structure
Quantum Advisors, India (QAS), provides investment advisory services and manages
portfolios of FIIs and Indian clients. Registered as Portfolio Manager with SEBI since
1997. It is led by Mr. I. V. Subramaniam (Subbu), who is the MD & Group Head (Equities)
of the company.
• Subbu joined Quantum in 1996 and has over 25 years of experience in the
investment management and financial services industry. Since June 2000, Subbu
has managed India-dedicated portfolios for Indian clients and since 2005, he has
managed India-dedicated portfolios for international clients. Subbu received his
Bachelor’s degree in commerce from Osmania University in 1983 and his Law
degree from Osmania University in 1986. He is a CFA Charter holder. Subbu was
born in 1962.
Quantum Asset Management, India (QAMC) SEBI Registered Asset Management
Company and Investment manager for Quantum Mutual Fund. It is led by Mr. Jimmy
Patel, who is the MD & CEO of the company.
• Jimmy Patel joined Quantum in 2010 and has over 3 decades of experience in
the financial services sector, and has held various key management roles. Along
with holding a Chartered Accountant’s degree, Mr. Patel has also completed his
L.L.B. from the University of Mumbai. Mr. Patel is a Fellow of the Chevening
Standard Chartered Financial Services Leadership Programme at Kings College,
London. He has been a Director on Association of Mutual Funds In India (AMFI)
Board and also has been a member of various AMFI and SEBI Committees.
Jimmy was born in 1967.
100% subsidiary of QAS

10. 10
Always Putting Investors First, Even Above our Growth in AUM
Quantum Mutual Fund
SEBI Imposes Rule on MF
Industry
Refused to follow the opaque Entry Load Model Mar 2006 Jun 2009
Pioneered Direct to Investor, despite Slow Internet Speed and No Smart
Phones
Mar 2006 Jan 2013
One Scheme / product per asset class Mar 2006 Oct 2017
Exit Load swept into funds for the benefit of Unit Holders Mar 2006 Nov 2012
No Discrimination against Retail Investors Mar 2006 Sep 2012
Introduced the practice of following Total Return Index (TRI) as
benchmark for Equity Fund
Mar 2006 Jan 2018
Majority of Independent Directors on AMC Board Mar 2006 ?
Path to Profit (Investor Education & Awareness Program) Aug 2009 Sep 2012
100% Independent Board of Trustees Oct 2010 ?
Mark to Market valuation in Liquid Fund, irrespective of the maturity Jul 2012 April 2020
ZERO Upfront Distributor Commission and uniform trail commission
across all partners on Regular Plan
Apr 2017 Sep 2018
TER based on AUM Slabs Feb 2017 April 2019

11. Jimmy Patel
MD & CEO (2010)
Jimmy Patel has over 3 decades of experience in the financial services sector, and has held various key
management roles. Along with holding a Chartered Accountant’s degree, Mr. Patel has also completed his
L.L.B. from the University of Mumbai. Mr. Patel is a Fellow of the Chevening Standard Chartered Financial
Services Leadership Programme at Kings College, London. He has been a Director on Association of
Mutual Funds In India (AMFI) Board and also has been a member of various AMFI and SEBI Committees.
Jimmy was born in 1962.
Rina Nathani
Chief Business Officer (2020)
Rina has over 20 years of experience in building businesses, advising companies and leading teams to
successful outcomes. Prior to joining Quantum AMC, Rina was a Director in KPMG’s Advisory Practice in
the US and Head – Retail Businesses at Suminter India Organics, India. She has done Masters in
Management Studies from Jamnalal Bajaj institute of Management Studies (JBIMS). Rina was born in
1974.
Malay Vora
Head Legal & Compliance (2008)
Malay Vora has more than 15 years of experience in Legal, Compliance and Corporate Secretarial matters
in the financial service industry. He is a Commerce and Law Graduate and an Associate Member of Institute
of Company Secretaries in India. Malay is the Head of Legal & Compliance and the Compliance Officer for
Quantum AMC. He has been associated with Quantum since 2008. He is a SEBI Committee member and
has represented Quantum at an AMFI committee in the past. Malay was born in 1977.
Profile of Management Team - QAMC

12. Sandeep Bhosle
AVP Investor Interaction (2011)
Sandeep Bhosle has more than 18 years of experience in Financial Services and Market Research. He a
Post Graduate in Marketing Management. He has Completed Medium and Small Scale Industries
Management Development Program from NMIMS. Prior to Quantum AMC, he has been with ICICI
Prudential and Birla Sunlife Insurance and has been instrumental in developing Rural Markets and New
Initiatives, Process Quality, Loyalty Programs, R&R Initiatives.
Rajendra Gadiyar
Head Operations (2011)
Rajendra brings with him more than 2 decades of experience in Operations and Fund Accounting in Mutual
Funds and Insurance. Prior to joining Quantum, he was associated with various companies across
Insurance, Asset Management and Investment Management sectors. Rajendra was born in 1968.
Meera Shetty
Head Investor Services (2006)
Meera Shetty has almost two decades of experience in Investor Servicing. Before joining Quantum, she
was associated with Edelweiss AMC, Principal AMC and UTI-TSL. She holds a degree in Commerce and is
an MBA with dual specialization in Finance and Marketing. Meera was born in 1969.

13. Sorbh Gupta (2011)
Sorbh has more than 16
years of experience in equity
research as well as
managing funds. At present
he’s the Fund Manager for
Quantum Long Term Equity
Value Fund & Quantum Tax
Saving Fund. He’s Qualified
as a Chartered Accountant
and has completed all the 3
levels of CFA. Sorbh brings
with him a wealth of
experience of having tracked
varied sectors in his previous
work assignments. Prior to
joining Quantum, he was
associated with Siddhesh
Capital Private Ltd. Sorbh
was born in 1980
Nilesh Shetty (2009)
Nilesh has more than 17
years of experience in
research. He has been a part
of Quantum Asset
Management Company since
2009, and at present is the
Fund Manager for Quantum
Long Term Equity Value Fund
and Quantum Multi Asset
Fund of Funds. Nilesh is a
qualified CFA (Chartered
Financial Analyst), ACMA
(CIMA, UK) and has
completed his Masters in
Management Studies
(Finance) from the Mumbai
University. Nilesh was born in
1980
Sneha Joshi (2015)
Sneha has over 8 years of
experience in economic,
credit and quantitative
research. She holds a Ph.D.
in Economics and has earned
an M.A. in Economics from
Gokhale Institute of Politics
and Economics. She joined
Quantum AMC in August,
2015. Prior to joining
Quantum, she was
associated with Credit Capital
Research as a fixed income
research analyst. Sneha was
born in 1988
Hitendra Parekh
(2004)
Hitendra has close to 3
decades of experience in
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. Hitendra was born
in 1968
Portfolio Team – Equity

14. Portfolio Team – Non Equity
Pankaj Pathak (2013) –
Fixed Income
Pankaj has over 11 years of
experience in Fixed income
investments and research. He
joined Quantum Asset Management
Company in August, 2013 and at
present, is Fund Manager for
Quantum Dynamic Bond Fund and
Quantum Liquid Fund. Prior to
joining Quantum, he was
associated with Bank of
Maharashtra. Pankaj holds a Post
Graduate Diploma in Banking &
Finance from National Institute of
Bank Management, Pune and is
qualified CFA
(Chartered Financial Analyst).
Chirag Mehta (2006) –
Gold/Commodities
Chirag has 19 years of experience in the Indian
commodities markets. He also specializes in the field of
alternative investment strategies. He is a qualified
CAIA (Chartered Alternative Investment Analyst), and
has also completed his Masters in Management
Studies in Finance. He currently manages funds largely
in the field of alternative investments that includes Gold
Fund, a Multi Asset Fund of Funds and an Equity fund
of funds and is also a Fund Manager of Quantum India
ESG Equity Fund. He joined the Quantum after gaining
hands on experience in the physical commodities
market during internship with Kotak & Co. Ltd and
working on projects for the Federation of Indian
Commodities Exchanges. Chirag was born in 1981
Ghazal Jain (2020) –
Gold/Commodities
Ghazal has over 4 years of
experience in the field of finance
and alternative investments
including of Gold, Asset Allocation
and Personal Finance & investment
allocation. She has been with
Quantum Asset Management
Company since January, 2019.
Prior to joining Quantum, she was
associated with Fox Education LLP
and Bahubali Electronics
Private Limited

15. • What is the background?
• What is the experience?
PEOPLE
• Is there a clearly defined investment
philosophy across all market situations or is
this a ride-the-wave, “bull-market” manager?
PHILOSOPHY
• What is the research and investment process
and how reliable is it?
PROCESS
• Given the process, is the performance as
predictable as it should be?
PERFORMANCE
Criteria to Select a Good Fund House

16. OUR RESEARCH & INVESTMENT
PROCESS

17. Value Investing– Quantum Mutual Fund
 We follow the Value investing strategy that involves buying companies at discounts to their
long-term intrinsic value
 We focus on the long term potential of the business
 We normalize our assumptions - we do not value the companies on the basis of peak or trough
margins
 While valuing the company, we would generally give a 40% discount to its intrinsic value to set
our buy limits
 Typical characteristics of the portfolio following Value Investing strategy:
• Low price to earnings ratio
• Low price to book ratio
• Low price to sales multiple
• Low price to cash flow
• High dividend yield

18. 01 Evaluate
• The business of the
company
• The environment in
which it operates
• The management,
and their long-term
goals
• Can the financials
support the long-
term goals?
02 Analyze
• The stock price of
the company based
on fundamentals
relative to its peer
group, its history,
and the market
• PER, PCF, P/BV, Div
Yld, EV/EBITDA
03 Buy
• Current price is
generally 40%+
lower than our
estimate of long-
term value (in case
of first time buy)
04 Sell
• Current price is >
our estimate of long-
term value
• Better Investment
Alternatives
• Changed view of
management,
Changed view of
business
Our Investment Criteria - Value

19. 201 stocks
25 to 40 stocks
327 stocks
Quantum’s Bottom-Up Stock Selection Process
Number of stocks mentioned are as per current average trading volume value criteria. The number of Stock in trading volume criteria, and in portfolio will be changed from time to time based
on Investment Strategy of the scheme.
Analysts study stocks in their sector (India) with global comparison, travel worldwide, prepare detailed
projections. Regular research meetings to review ideas and approve stocks for the database. Consensus
required.
All stocks are reviewed time to time generally within 180 days.
We must trust the managements/founders
Number of companies trading over US $1 million/day
Portfolio of stocks with broad exposure to various sectors.
Approved by the portfolio team
Reflects three broad themes: domestic consumption, exports and infrastructure
PORTFOLIO
VALUE AND INTEGRITY SCREENING
ADDRESSABLE UNIVERSE
Clients get best of bottom-up ideas with a risk control measurement for each sector
Generally, < 20% of the stocks we cover meet our “Buy” criteria

20. Portfolio Construction
Portfolio of 25-40 stocks
Part of S&P BSE-30 Index?
Below Buy limit?
What sector?
Stock under active coverage?
Volume INR 6.98 Crs per day
Minimum wt 2% at cost
Maximum wt 6% at cost
Maximum wt 10% at market value
YES
YES
No effect on decision
Indifferent; guided by Research
Investment Rules
To research team
Wait
Weights assigned to a stock
are a function of:
1) Reliability of management
2) Quality of earnings
3) Stability of earnings
4) Upside Potential
5) Alternatives/Cash
Our portfolio turnover is typically 20%, suggesting a 5 year holding period. Please refer Scheme Information Document of the Scheme for complete Investment Strategy
No
No

21. A Tale Of Two Stocks – Since 1991
(1) We buy liquid shares of good
businesses
(2) Illiquid stocks give managers the fees –
investors get nothing
Disclaimer : The stocks discussed herein are for information purpose only. This is not a recommendation to buy or sell any security.
Source: Bloomberg Finance L.P., As of July 31, 2021

22. Benefits & Features of QTSF

23. Quantum Tax Saving Fund
 Quantum Tax Saving Fund Invests in Quality Midcap & Large Cap companies with a minimum
stock liquidity filter & creates a portfolio for long term capital appreciation. Portfolio is similar to
QLTEVF.
 The fund has a three year lock-in which is one of the lowest amongst other tax saving instruments.
 A three year lock-in ensures an enforced discipline amongst the investor. Equity is an investment
class only in the long term in the near term its speculative.
 Being an ELSS scheme it comes with an advantage of building wealth and saving taxes.
 Well suited for long term goals such as children education & retirement planning
Benefits of Investing in QTSF

25. Quantum
Tax Saving
Fund
Mr. Sorbh Gupta
Work experience: 15.9 years. He has been managing this fund Since October 1, 2016.
Equity Linked Saving Scheme.
QTSF optimizes tax saving under Section 80C.
QTSF minimizes risk by pursuing bottom-up stock selection.
QTSF has a lower portfolio turnover.
QTSF holds cash when stocks are overvalued - no derivatives and no hedging.
QTSF follows a value investment strategy.
Long term capital appreciation.
Fund
Manager
Category of
Scheme
Features
Useful for
Performance of the Fund

26. Performance Across the Market Cycles - (Dec 2008 – Dec 2020)
Past performance may or may not be sustained in future.
This graph should be reviewed in conjunction with detailed performance of the scheme provided on slide number 27
Data is provided as on July 30, 2021. Source: Bloomberg
Performance Across the Market Cycles - (Dec 2008 – July 2021)

27. Period
Current Value of 10,000 Invested
at the beginning of a given period
Benchmark*
Additional
Benchmark
Benchmark*
Additional
Benchmark
Scheme
Returns (%)
S&P BSE
200 TRI
(%)
S&P BSE
Sensex TRI
(%)
Scheme
(Rs)
S&P BSE
200 TRI
(Rs)
S&P BSE
Sensex TRI
(Rs)
1 year 54.83% 49.77% 41.55% 15,464 14,960 14,141
3 years 11.26% 13.60% 13.14% 13,774 14,661 14,484
5 years 11.08% 14.66% 14.73% 16,919 19,836 19,896
7 years 11.45% 13.26% 12.05% 21,365 23,919 22,180
10 years 13.04% 13.32% 12.72% 34,112 34,969 33,143
Since Inception (23rd Dec 2008) 17.15% 16.81% 15.95% 73,580 70,990 64,618
Past performance may or may not be sustained in the future. Data as of 31st July, 2021
Load is not taken into consideration in scheme returns calculation. Returns are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
*with effect from February 01, 2020 benchmark has been changed from S&P Sensex TRI to S&P BSE 200 TRI
Mr. Sorbh Gupta manages 2 schemes of Quantum Mutual Fund. For performance of other Schemes Managed by Mr. Sorbh Gupta please see slide number 29..
Performance of Quantum Tax Saving Fund – Direct Plan –
Growth Option
The Scheme is Managed by Mr. Sorbh Gupta since October 1, 2016.

28. Period
Current Value of 10,000 Invested
at the beginning of a given period
Benchmark*
Additional
Benchmark
Benchmark*
Additional
Benchmark
Scheme
Returns (%)
S&P BSE
200 TRI
(%)
S&P BSE
Sensex TRI
(%)
Scheme
(Rs)
S&P BSE
200 TRI
(Rs)
S&P BSE
Sensex TRI
(Rs)
1 year 54.08% 49.77% 41.55% 15,390 14,960 14,141
3 years 10.77% 13.60% 13.14% 13,591 14,661 14,484
Since Inception (01st April 2017) 9.96% 14.85% 15.59% 15,092 18,225 18,740
Past performance may or may not be sustained in the future. Data as of 31st July 2021
Load is not taken into consideration in scheme returns calculation.
Different Plans shall have different expense structure. Returns are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
*with effect from February 01, 2020 benchmark has been changed from S&P Sensex TRI to S&P BSE 200 TRI.
Mr. Sorbh Gupta manages 2 schemes of Quantum Mutual Fund. For performance of other Schemes Managed by Mr. Sorbh Gupta please see slide number 29.
Performance of Quantum Tax Saving Fund – Regular Plan –
Growth Option
The Scheme is Managed by Mr. Sorbh Gupta since October 1, 2016.

29. Other Schemes managed by Sorbh Gupta
Quantum Long Term Equity Value Fund
Mr. Sorbh Gupta effective from December 1, 2020.Co-managing with Mr. Nilesh Shetty effective from March 28, 2011
Period 1 year 3 years 5 years
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Quantum Long Term Equity Value
Fund–Direct Plan (Gr)
55.45% 49.77% 11.21% 13.60% 10.94% 14.66%
Quantum Long Term Equity Value
Fund–Regular Plan (Gr)
54.67% 49.77% 10.72% 13.60% NA NA
Past performance may or may not be sustained in the future. Load is not taken into consideration in Scheme Return Calculation. Data as of 31st July 2021
#BSE 200 TRI. Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR). Different Plans shall have different expense
structure. Mr. Sorbh Gupta & Mr. Nilesh Shetty manages 2 schemes of Quantum Mutual Fund. Regular plan launched on 1st April 2017 but not yet completed 5 years period
since its launch.

30. Product Label

31. Product Label

32. Product Label

33. Product Label

34. Product Label

35. For additional information, please contact:
Quantum Asset Management Company Private Limited
Hoechst House, 6th Floor,
Nariman Point
Mumbai-400021, India
Sandeep Bhosle
AVP- Customer Interaction
Email: SandeepB@QuantumAMC.com
Mobile: +91- 98209-43101
Office :+91-22-6144-7804
Fax :+91-22-2285-4318
Website: www.QuantumAMC.com

36. Disclaimer – Terms of Use
The data in this presentation are meant for general reading purpose only and are not meant to serve as a professional
guide/investment advice for the readers. This presentation has been prepared on the basis of publicly available information, internally
developed data and other sources believed to be reliable. Whilst no action has been suggested or offered based upon the
information provided herein, due care has been taken to endeavor that the facts are accurate and reasonable as on date. Quantum
AMC shall make modifications and alterations to the performance and related data from time to time as may be required as per SEBI
Mutual Fund Regulations. Readers are advised to seek independent professional advice and arrive at an informed investment
decision before making any investment. None of the Sponsors, the Investment Manager, the Trustee, their respective Directors,
Employees, Affiliates or Representatives shall be liable for any direct, indirect, special, incidental, consequential, punitive or
exemplary damages, including lost profits arising in any way from the data/information/opinions contained in this presentation. The
Quantum AMC shall make modifications and alterations to the performance and related data from time to time as may be required.
Please visit – www.QuantumMF.com to read scheme specific risk factors. Investors in the Scheme are not being offered a
guaranteed or assured rate of return and there can be no assurance that the schemes objective will be achieved and the NAV of the
scheme may go up and down depending upon the factors and forces affecting securities market. Investment in mutual fund units
involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past
performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the Scheme. Statutory Details:
Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: Quantum Advisors
Private Limited. (liability of Sponsor limited to Rs. 1,00,000/-). Trustee: Quantum Trustee Company Private Limited. Investment
Manager: Quantum Asset Management Company Private Limited. The Sponsor, Trustee and Investment Manager are incorporated
under the Companies Act, 1956.
17th August 2021
Mutual fund investments are subject to market risks, read all scheme related documents carefully.

37. Thank You
37