Quantum Multi Asset Fund of Funds: Understand the portfolio construction process followed with Quantum Multi Asset Fund of Funds. Since ideal allocation is not static, this fund allows you to simplify the asset allocation process. The fund manager dynamically allocates between equity, debt and gold depending on the market conditions. See how it compares to a fixed deposit. 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 Multi Asset Fund of Funds
July 2021
Private & Confidential

2. TABLE OF CONTENTS
About us
About Quantum Mutual Fund
QMAFOF Process
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, CEO & CIO 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. QMAFOF PROCESS

17. Indians Still Consuming: The Hungry Consumers!
*2022 YTD data: Two-wheeler sales data as on June '21, Passenger Vehicle sales data as on June ’21, Refrigerator data as on May ’21, Cement sales data as on June' 21, Housing loans
data as on June 2021, Source: 2 wheelers, Cement & passenger vehicle – CMIE database; refrigerator production data – CMIE (IIP) database; home loans outstanding – RBI Data on
Sectoral deployment of Bank credit (June 2021). ** Annualized Returns
Year
(March end)
2-wheelers
(Domestic sales Mn
units)
Passenger Vehicles
(Domestic sales Mn units)
Refrigerators
(Production Mn units)
Cement
(mn tn)
Home loans
outstanding
(Rs. bn)
2008 8,064,903 1.6 6.1 174 2,603
2009 8,439,786 1.6 6.7 187 2,794
2010 10,511,009 2.0 8.0 207 3,009
2011 13,302,335 2.5 8.7 216 3,499
2012 15,384,261 2.6 9.9 230 3,971
2013 15,753,563 2.7 11.1 248 4,567
2014 16,890,778 2.5 10.7 256 5,386
2015 18,433,027 2.6 12.0 270 6,285
2016 18,938,727 2.8 11.9 283 7,468
2017 19,928,958 3.1 13.1 280 8,601
2018 23,007,691 3.3 13.5 298 9,746
2019 24,460,688 3.4 15.6 337 11,601
2020 20,936,201 2.7 15.0 334 13,498
2021 18,397,111 2.5 11.2 294 14,591
2022 YTD * 3,540,693 0.6 1.6 80 14,646

18. India – Linked to Global Capital Flows, Not GDP
As a % of
GDP
Private
Consumption
Exports of
Goods & Services
India
58.8 19.2
China
39.3 19.6
Indonesia
57.7 19.1
Thailand
50.7 68.9
Malaysia
54.9 67.7
Brazil
64.0 12.5
Russia
51.5 25.7
Source: World Bank database
Updated as of March 31, 2021
GDP https://data.worldbank.org/indicator/NY.GDP.MKTP.CD
Pvt consumption https://data.worldbank.org/indicator/NE.CON.PRVT.CD
Exports (Goods & Services) https://data.worldbank.org/indicator/NE.EXP.GNFS.CD
Lower global links

19. There have been years when equity markets had a brilliant run, years when only bonds were
dependable, and years when gold shined the brightest, and these periods did not typically overlap
Past performance may or may not sustained in future
* YTD - Jan to July 2021
The chart ranks the best to worst performing indexes per calendar year from top to bottom
Past performance may or may not be sustained in future.
Indices Used: S&P BSE Sensex; MCX Gold Commodity Index and
CRISIL Composite Bond Fund Index
Source: Bloomberg
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Sensex
49%
Sensex
49%
Gold
26%
Sensex
83%
Gold
23%
Gold
32%
Sensex
28%
Sensex
11%
Sensex
32%
Bonds
9%
Bonds
13%
Sensex
30%
Gold
8%
Gold
16%
Gold
28%
Gold
20%
Gold
16%
Bonds
9%
Gold
24%
Sensex
19%
Bonds
7%
Gold
12%
Bonds
4%
Bonds
14%
Sensex
-4%
Gold
11%
Gold
5%
Sensex
7%
Sensex
14%
Sensex
17%
Bonds
4%
Bonds
7%
Sensex
-52%
Bonds
4%
Bonds
5%
Sensex
-24%
Bonds
9%
Gold
-5%
Gold
-8%
Gold
-7%
Sensex
3%
Bonds
5%
Bonds
6%
Bonds
11%
Bonds
12%
Imagine someone holding an all equity
portfolio in 2008, or holding none in the
equity rally that followed?
19
Asset Classes Grow and Contract in Cycles

20. Taking money from an asset class
doing well and putting it an asset
class doing bad
Reduces dependency on a single
asset class to generate returns
Eliminates the need to predict the
near-term future direction of the
financial markets
EQUITY
Long term
growth
FIXED INCOME
Regular income
and stability
GOLD
Can be used against
macro events and a
store of value
Key to Successful Investing : Asset Allocation

21. Risk-Return
(2004-2020)
Equity (40) +Debt (40)
+Gold (20)
Equity + Debt** Equity Debt Gold
Avg. Annualized
Returns
11.13% 11.13% 12.80% 7.18% 11.45%
Annualized SD 9.37% 13.45% 22.02% 3.27% 17.34%
VAR 0.21 0.36 0.56 0.06 0.25
Maximum Drawdown 0.524
0.365 0.299 0.293 0.302
Sharpe Ratio 11.13% 11.13% 12.80% 7.18% 11.45%
If You Compound your Money at 12% per Year you are Better off than
an Investor who Makes 25% in One Year and Loses 20% in the Next
Time frame is November 2004 to July 2021 The period is taken from 2004 since the asset allocation
weights are calculated based on normalizing the historical monthly equity and debt indicators. Given the
normalization time frame used in the strategy, data availability for certain parameters beyond the time
frame analyzed was a constraint. Compiled by Quantum AMC
*Equity-Debt-Gold in ratio of 40-40-20. **Equity-Debt dynamically allocated in 80-20 range
Based on Sensex TRI, Crisil Composite Bond fund index, and Domestic Gold Prices
Note: Past performance may or may not be sustained in the future
The most diversified strategy with risky equity, stable
debt and gold allocation, yields similar returns with the
lower volatility, compared to a pure equity strategy

22. Quantum Multi Asset Fund of Funds
• Diversifies across asset classes – which mitigates risk inherent of a particular asset class
• Reduces dependency on a single asset class to generate returns
• No need to time markets. Invest in peace – the Fund manager strategically positions the
portfolio to generate optimal returns while watching risks
• Follows regular rebalancing approach within each asset class which allows investors to
“buy-low sell-high”
• Better and a more tax efficient option for investors who park their money in long term
FDs (3 years and above)
• Aims at reducing volatility of returns
Note: Unlike Fixed Deposit with Banks there is no capital protection guarantee or assurance of any return in Quantum Multi Asset Fund of Fund. Investments in
Quantum Multi Asset Fund of Funds as compared to Fixed Deposit carry “moderately” high risk and is subject to market risk

23. Asset Allocation
Asset class Range of Exposure Fund
Equity 25-65%
Quantum Long Term Equity Value Fund,
Quantum NIFTY ETF
Debt 25-65%
Quantum Liquid Fund,
Quantum Dynamic Bond Fund
Gold 10-20% Quantum Gold Fund
Invests across asset classes : Equity, Debt and Gold
Diversification across asset classes and within asset classes by investments will be done
through schemes of Quantum mutual fund or other schemes of Quantum Mutual Fund

24. 24
Dynamic Asset Allocation - Process
Ideal asset allocation is not static. Asset allocation needs to change depending on an
asset class’s relative performance vis-à-vis other asset class. The fund follows
dynamic portfolio allocation technique.
Portfolio allocation between the units of equity, debt/ money markets and gold
schemes broadly depends on the relative valuations between the asset classes.
Relative valuations are determined by evaluation of various influencing factors:
• Price/Earnings Ratio relative to historical averages;
• The relationship between Earnings Yield to Bond Yield relative to historical
averages;
• Macroeconomic factors prevailing globally, and within India.

25. Quantum
Multi Asset
Fund of
Funds
Mr. Chirag Mehta
Work experience: 19 years.
Mr. Nilesh Shetty
Work experience: 16 years. Both have been managing this fund since July 11, 2012.
Fund of Funds Domestic.
Diversifies across asset classes - which mitigates risk inherent of a particular asset class and
provides risk adjusted returns.
Reduces dependency on a single asset class to generate returns.
No need to time markets. Invest in peace - the Fund manager strategically positions the portfolio
to generate optimal returns while watching risks.
Follows regular rebalancing approach within each asset class which allows Investors to "buy-low
sell-high”.
Better and a more tax efficient option for investors who park their money in long term #FDs (3
years and above).
Aims at reducing volatility of returns.
Long term capital appreciation and current income.
More tax efficient investment than long term Fixed Deposit (more than 3 years).
Fund
Manager
Category of
Scheme
Features
Useful for
Performance of the Fund

26. Performance of Quantum Multi Asset Fund of Funds
Direct Plan – Growth Option
The Scheme is co-managed by Mr. Chirag Mehta and Mr. Nilesh Shetty since July 11, 2012.
Past performance may or may not be sustained in the future. Load is not taken into consideration in scheme returns calculation. Data as of 31st July 2021
Returns are calculated on the basis of Compounded Annualized Growth Rate (CAGR). – #Benchmark has been changed from CRISIL Composite Bond Fund Index (40%) + S&P BSE
SENSEX Total Return Index (40%) + Domestic price of Gold (15%) to CRISIL Composite Bond Fund Index (20%) + S&P BSE SENSEX Total Return Index (40%) + CRISIL Liquid
Index(25%) + Domestic price of Gold (15%) with effective from April 1, 2021. It is a customized index and it is rebalanced daily. For performance of other Schemes Managed by Mr.
Chirag Mehta please see slide number 33 and 34 and for performance of other Schemes Managed by Mr. Nilesh Shetty please see slide number 32.
Period
Current Value of 10,000
Invested
at the beginning of a given
period
Scheme
Returns (%)
0
Benchmark
Returns
(%)#
S&P BSE
Sensex TRI
Returns (%)
Scheme
(Rs)
Benchmark
(Rs)#
S&P BSE
Sensex TRI
(Rs.)
1 year 12.78% 15.59% 41.55% 11,274 11,555 14,141
3 years 9.61% 11.95% 13.14% 13,167 14,031 14,484
5 years 8.66% 10.80% 14.73% 15,157 16,708 19,896
7 years 8.68% 10.03% 12.05% 17,909 19,526 22,180
Since Inception (11th July 2012) 9.63% 10.63% 14.45% 23,000 24,979 33,974

27. SIP Performance - Direct Plan Growth Option
SIP Investments
Since Inception
SIP
7 year SIP 5 year SIP 3 year SIP 1 year SIP
Total Amount Invested
(Rs.‘000)
1,080 840 600 360 120
Mkt Value (Rs.‘000) 1,668.34 1,167.18 763.10 426.06 127.31
Customized Benchmark #
(`‘000)
1,801.91 1,259.14 817.76 442.59 128.43
S&P BSE Sensex TRI
(‘000)
2,128.69 1,427.63 918.01 490.05 139.6
Scheme Returns (XIRR*) (%) 9.42% 9.28% 9.61% 11.36% 11.85%
Customized Benchmark
(XIRR*) # (%)
11.06% 11.41% 12.41% 14.02% 13.70%
S&P BSE Sensex TRI (%) 14.59% 14.94% 17.13% 21.30% 32.67%
Past performance may or may not be sustained in the future. Data as of 31st July 2021
Load is not taken into consideration using applicable NAV on the SIP day (5th of every month). Return on SIP and Benchmark are annualized and compounded investment return for
cash flows resulting out of uniform and regular monthly subscriptions as on 5th day of every month (in case 5th is a non-Business Day, then the next Business Day) and have been
worked out using the Excel spreadsheet function known as XIRR. XIRR calculates the internal rate of return for series of cash flow. Assuming Rs 10,000 invested every month on 5th
day of every month (in case 5th is a non-Business Day, then the next Business Day), the 1 year, 3 years, 5 years, 7 years and since inception returns from SIP are annualized and
compounded investment return computed on the assumption that SIP installments were received across the time periods from the start date of SIP from the end of the relevant period
viz. 1 year, 3 years, 5 years, 7 years and since Inception. – #Benchmark has been changed from CRISIL Composite Bond Fund Index (40%) + S&P BSE SENSEX Total Return Index (40%)
+ Domestic price of Gold (15%) to CRISIL Composite Bond Fund Index (20%) + S&P BSE SENSEX Total Return Index (40%) + CRISIL Liquid Index(25%) + Domestic price of Gold (15%)
with effective from April 1, 2021. It is a customized index and it is rebalanced daily.

28. Performance of Quantum Multi Asset Fund of Funds,
Regular Plan – Growth Option
The Scheme is co-managed by Mr. Chirag Mehta and Mr. Nilesh Shetty since July 11, 2012.
Past performance may or may not be sustained in the future. Load is not taken into consideration in scheme returns calculation. Data as of 31st July 2021
Returns are calculated on the basis of Compounded Annualized Growth Rate (CAGR). – #Benchmark has been changed from CRISIL Composite Bond Fund Index (40%) + S&P BSE
SENSEX Total Return Index (40%) + Domestic price of Gold (15%) to CRISIL Composite Bond Fund Index (20%) + S&P BSE SENSEX Total Return Index (40%) + CRISIL Liquid
Index(25%) + Domestic price of Gold (15%) with effective from April 1, 2021. It is a customized index and it is rebalanced daily. For performance of other Schemes Managed by
Mr. Chirag Mehta please see slide number 33 and 34 and for performance of other Schemes Managed by Mr. Nilesh Shetty please see slide number 32
Period
Current Value of 10,000
Invested
at the beginning of a given
period
Scheme
Returns (%)
0
Benchmark
Returns
(%)#
S&P BSE
Sensex TRI
Returns (%)
Scheme
(Rs)
Benchmark
(Rs)#
S&P BSE
Sensex TRI
(Rs.)
1 year 12.38% 15.59% 41.55% 11,234 11,555 14,141
3 years 9.33% 11.95% 13.14% 13,067 14,031 14,484
Since Inception (1st April 2017) 8.44% 11.72% 15.59% 14,207 16,168 18,740

29. Asset Class Performance and Quantum Multi Asset Fund
of Funds
The performance shown in the graph should be reviewed in conjunction with detailed performance of the scheme provided on slide number 26, Time Period: July 11,2012 to 31st July
2021. Note: Past performance may or may not be sustained in future.

30. Quantum Multi Asset Fund of Funds v/s Fixed Deposit -
Growth
The comparison with Fixed Deposits has been given for the purpose of the general information only and not a recommendation to invest. Investments in Quantum Multi
Asset Fund of Funds / mutual funds should not be construed as a promise, guarantee on or a forecast of any minimum returns. Unlike fixed deposit with Banks there is
no capital protection guarantee or assurance of any return in Quantum Multi Asset Fund of Funds / mutual funds investment. Investment in Quantum Multi Asset Fund
of Funds as compared to Fixed Deposits carry moderately high risk, different tax treatment and subject to market risk and any investment decision needs to be taken
only after consulting the Tax Consultant or Financial Advisor. Source – Bloomberg, Quantum AMC

31. 31
Quantum Multi Asset Fund of Funds v/s 1 Year Fixed Deposit
The comparison with Fixed Deposits has been given for the purpose of the general information only and not a recommendation to invest. Investments in Quantum Multi
Asset Fund of Funds / mutual funds should not be construed as a promise, guarantee on or a forecast of any minimum returns. Unlike fixed deposit with Banks there is
no capital protection guarantee or assurance of any return in Quantum Multi Asset Fund of Funds / mutual funds investment. Investment in Quantum Multi Asset Fund of
Funds as compared to Fixed Deposits carry moderately high risk, different tax treatment and subject to market risk and any investment decision needs to be taken only
after consulting the Tax Consultant or Financial Advisor. Source – Bloomberg, Quantum AMC

32. Other Schemes managed by Nilesh Shetty
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). Mr. Sorbh Gupta & Mr. Nilesh Shetty manages 2
schemes of Quantum Mutual Fund.

33. Quantum Gold Fund
Mr. Chirag Mehta is managing the scheme effective from May 1, 2009. Ms. Ghazal Jain is co-managing the scheme effective from June 2, 2020
Period 1 year 3 years 5 years
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Quantum Gold Fund (Gr) -10.23% -9.59% 16.62% 17.72% 7.49% 8.53%
Past performance may or may not be sustained in the future. # Domestic Price of Gold. Data as of 31st July ,2021
Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR). Mr. Chirag Mehta manages 5 Schemes and Ms. Ghazal Jain manages 2
Schemes of the Quantum Mutual Fund. The Scheme being Exchange Traded Fund has one plan to invest through stock exchange and having a single expense structure
Period 1 year 3 years 5 years
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Quantum Gold Savings Fund–
Direct Plan (Gr)
-11.24% -9.59% 16.21% 17.72% 8.23% 8.53%
Quantum Gold Savings Fund–
Regular Plan (Gr)
-11.33% -9.59% 16.08% 17.72% NA NA
Past performance may or may not be sustained in the future. # Domestic Price of Gold. Data as of 31st July 2021
Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
Mr. Chirag Mehta manages 5 Schemes and Ms. Ghazal Jain manages 2 Schemes of the Quantum Mutual Fund.
Quantum Gold Savings Fund
Mr. Chirag Mehta is managing the scheme effective from May 19, 2011. Ms. Ghazal Jain is co-managing the scheme effective from June 2, 2020
Other Schemes managed by Mr. Chirag Mehta

34. Quantum India ESG Equity Fund
Mr. Chirag Mehta effective from July 12, 2019.Co-managing with Ms. Sneha Joshi effective from July 12, 2019
Period 1 year 3 years 5 years
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Quantum India ESG Equity Fund
– Direct Plan (Gr)
56.41% 50.36% NA NA NA NA
Quantum India ESG Equity Fund
– Regular Plan (Gr)
55.13% 50.36% NA NA NA NA
Past performance may or may not be sustained in the future. Data as on of 31st July ,2021
Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR). Mr. Chirag Mehta manages 5 Schemes and Ms. Sneha Joshi 1 Schemes of
the Quantum Mutual Fund. # NIFTY 100 ESG TRI.
Period 1 year 3 years 5 years
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Scheme
Returns (%)
Benchmark
Returns (%) #
Quantum Equity Fund of Funds –
Direct Plan (Gr)
50.18% 49.77% 12.76% 13.60% 13.04% 14.66%
Quantum Equity Fund of Funds –
Regular Plan (Gr)
49.81% 49.77% 12.52% 13.60% NA NA
Past performance may or may not be sustained in the future. Data as on of 31st July ,2021.
Load is not taken into consideration in Scheme Return Calculation. #BSE 200 TRI Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate
(CAGR). Mr. Chirag Mehta manages 5 schemes of the Quantum Mutual Fund.
Quantum Equity Fund of Funds
Mr. Chirag Mehta is the Fund Manager effective from November 01, 2013.
Other Schemes managed by Mr. Chirag Mehta

35. Product Label

36. Product Label

37. Product Label

38. Product Label

39. Product Label

40. 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

41. 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.
18th August 2021
Mutual fund investments are subject to market risks, read all scheme related documents carefully.

42. Thank You
42