Quantum Tax Saving Fund is an ELSS (Equity Linked Savings Scheme) that allows you to save tax u/s 80C and create wealth over the long term. ELSS mutual fund has the shortest lock-in period of 3 years. Find answers into the portfolio construction process used for the Quantum Tax Saving Fund and the performance as of June 2021.
www.Quantumamc.com
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
Understand the portfolio construction process followed with QMAFOFQuantum Mutual Fund
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
The document summarizes Quantum Mutual Fund's research and investment process. It discusses Quantum's value investing strategy which involves buying companies at discounts to their long-term intrinsic value. The process involves evaluating the business, analyzing the stock price relative to fundamentals and peers, buying when the price is over 40% below estimated long-term value, and selling when the price exceeds estimated value or a better opportunity arises.
The panel discussion featured speakers from equity, debt, and gold asset classes:
- Sorbh Gupta from equity funds
- Chirag Mehta from alternative investments including gold
- They discussed the performance and outlook for various asset classes.
This fund is designed especially for those who are looking to simplify asset allocation across the three asset classes of equity, debt and gold. This fund can give you a diversified and balanced portfolio allocation while limiting downside risks compared to an equity fund. Explore the process behind the dynamic asset allocation and how does the Quantum Multi Asset Fund of Funds scheme performance compare to traditional saving instruments.
www.Quantumamc.com
Explore the investment philosophy and process used for Quantum fixed income products. Find answers to fund and research objective & portfolio construction process used for the Quantum Liquid Fund and Quantum Dynamic Bond Fund.
www.Quantumamc.com
Find out the investment criteria and process followed for Quantum’s flagship Fund – Quantum Long Term Equity Value Fund. Explore the portfolio construction and how is it tuned to capture the benefits of the long-term India growth story.
www.Quantumamc.com
Find out how the Quantum tax saving fund portfolio is constructed using the value investing style. Learn about the advantages of investing in this fund and lots more.
www.Quantumamc.com
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
Understand the portfolio construction process followed with QMAFOFQuantum Mutual Fund
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
The document summarizes Quantum Mutual Fund's research and investment process. It discusses Quantum's value investing strategy which involves buying companies at discounts to their long-term intrinsic value. The process involves evaluating the business, analyzing the stock price relative to fundamentals and peers, buying when the price is over 40% below estimated long-term value, and selling when the price exceeds estimated value or a better opportunity arises.
The panel discussion featured speakers from equity, debt, and gold asset classes:
- Sorbh Gupta from equity funds
- Chirag Mehta from alternative investments including gold
- They discussed the performance and outlook for various asset classes.
This fund is designed especially for those who are looking to simplify asset allocation across the three asset classes of equity, debt and gold. This fund can give you a diversified and balanced portfolio allocation while limiting downside risks compared to an equity fund. Explore the process behind the dynamic asset allocation and how does the Quantum Multi Asset Fund of Funds scheme performance compare to traditional saving instruments.
www.Quantumamc.com
Explore the investment philosophy and process used for Quantum fixed income products. Find answers to fund and research objective & portfolio construction process used for the Quantum Liquid Fund and Quantum Dynamic Bond Fund.
www.Quantumamc.com
Find out the investment criteria and process followed for Quantum’s flagship Fund – Quantum Long Term Equity Value Fund. Explore the portfolio construction and how is it tuned to capture the benefits of the long-term India growth story.
www.Quantumamc.com
Find out how the Quantum tax saving fund portfolio is constructed using the value investing style. Learn about the advantages of investing in this fund and lots more.
www.Quantumamc.com
Discover the need for Gold in one’s portfolio and explore efficient financial forms of investing in Gold with Quantum Gold Fund ETF and Quantum Gold Saving Fund compared with other forms of gold investment.
This document provides an overview of Anand Rathi Commodities Limited, an Indian financial services firm. It details the company's vision, business lines including wealth management, investment banking, brokerage and distribution. It lists the company's locations, corporate structure, board of directors, key business heads and awards. It outlines the brokerage and distribution services offered across equities, derivatives, commodities and other asset classes. The document highlights the company's research capabilities, client base and presence across India as well as internationally.
This document discusses a descriptive study of mutual funds and investors' perceptions about investing in mutual funds. It provides an overview of the mutual fund industry and how mutual funds work. It discusses the different types of mutual funds and risks associated with them. The objectives and timeline of the study are outlined. Research methodology, sample design, data analysis and findings are presented. Limitations and scope for further study are also discussed along with recommendations. A sample questionnaire used for the study is included.
This document provides information about Reliance Mutual Fund, one of India's leading mutual funds. It discusses Reliance Mutual Fund's history and growth, investment products offered, corporate structure and governance policies. Some key points:
- Reliance Mutual Fund is promoted by Reliance Capital Ltd and manages over Rs. 48,000 crore in assets. It offers a range of equity, debt, and other funds.
- Reliance Capital Asset Management Ltd is the wholly-owned subsidiary and investment manager of Reliance Mutual Fund.
- The document outlines Reliance Mutual Fund's commitment to transparency, compliance, and investor interests through its corporate governance policies and practices
a project report on need of financial advisor for mutual fundhabib1990rehman
This document is a project report submitted by Habib-ur-Rahman on the topic "Need of Financial Advisor in Mutual Fund". It includes an introduction to mutual funds, their advantages and disadvantages, and the history of mutual funds in India. The project report contains acknowledgements, declarations, tables of contents, executive summary, introduction, company profile, objectives and scope, research methodology, data analysis, findings and conclusions, suggestions and recommendations, and bibliography sections.
It gives an investor a clear overview about the Aditya Birla Sun Life Mutual Funds. The presentation covers the the most relevant topics of ABSL Mutual Fund that an investor wants to know, like - its Top Performing Funds, Who Should Invest and the Fund Management Staff of Aditya Birla Mutual Fund.
The document discusses wealth management and structured products. It provides an overview of Karvy's wealth management business model, including client profiling and segmentation, financial planning services, and competitors. It then compares structured products to traditional investment products like stocks, mutual funds, debt instruments, bank deposits, and alternative investments. Structured products are described as offering capital protection with returns linked to underlying assets, having a fixed term and return profile, and providing potentially higher returns than traditional fixed income products while managing risk.
The document lists several companies that provide financial services such as stock broking, investment banking, wealth management, asset management, and mutual funds. Some of the companies mentioned include Kotak Securities, Religare Securities, Indiabulls Securities, Pincmoney, India Infoline, Centrum, AnandRathi, Angel Broking, and Ambit Corporate Finance. The companies range in size from some of the largest in India to smaller boutique investment firms.
This document contains information about Muthoot Finance Ltd and its gold loan business. It provides details about the company's products and services including gold loans, money transfer, foreign exchange, MPower card, and travel services. It discusses the geographical distribution of Muthoot Finance branches in India and reasons for its success in southern regions. The document also includes financial details of the company, a SWOT analysis, interest rate structures for gold loans and bonds, and answers to frequently asked questions about gold loans.
The document discusses Muthoot Group, a 126-year-old family owned Indian business conglomerate. It operates predominantly in non-banking financial services and offers financial services, wealth management, money transfer, forex, and others. As of 2010, Muthoot Finance was the largest gold financing company in India with over 129 billion loan outstanding portfolio backed by 97.6 tonnes of gold jewelry. The group aims to touch lives through customer-centric approach and enable creation and innovation as per their vision. It has received several awards and recognition for its operations and corporate social responsibility works.
Muthoot Finance was founded in 1939 and is the largest gold loan NBFC in India, operating over 4,000 branches. It primarily provides gold loans, which constitute over 99% of its income. Muthoot Finance has the highest credit ratings among gold loan companies in India. It offers loans ranging from Rs. 1,500 to Rs. 10,000,000, secured against gold jewelry that is carefully appraised at its branches. The company focuses on employee development and training, and also engages in various environmental and social initiatives.
Description about Indian equity market andmance a survey representing customer's thinking about equity. overview of Reliance Security in Equity Market and its oerfor
This project report summarizes the working and trading procedures of the Indian stock market with reference to Anand Rathi, a leading Indian brokerage company. It provides an overview of Anand Rathi, including that it was founded in 1994 and offers various financial products and services. It also describes key aspects of the stock market like the primary and secondary markets, stock exchanges in India, SEBI, opening a demat account, online and offline trading, derivatives, commodities, mutual funds, insurance, and portfolio management.
Muthoot Finance is a gold loan NBFC founded in 1939 and headquartered in Kerala, India. It has over 4,000 branches across India and internationally. The company's gold loan business makes up over 99% of its income. It offers loans ranging from Rs. 1,500 to Rs. 10,000,000 secured against gold jewelry. In addition to gold loans, Muthoot provides money transfers, foreign exchange, travel services, and sells gold coins. It has strong market presence in rural and semi-urban India and is the highest rated gold loan company in the country.
The document discusses Muthoot Group, a 126-year-old family owned Indian business conglomerate. It operates predominantly in non-banking financial services and offers financial services, wealth management, money transfer, forex, and others. As of 2010, Muthoot Finance was the largest gold financing company in India with over 129 billion loan outstanding portfolio backed by 97.6 tonnes of gold jewelry. The group aims to touch lives through customer-centric approach and innovation as per their vision. It has received several awards and recognition for its social responsibility and loyalty programs.
The document is a summer training project report on studying mutual funds at Mahindra Finance. It includes an introduction, objectives of the study, methodology, and chapters on mutual funds as investments and the history of mutual funds in India. The project examines mutual funds and their importance as an investment for common individuals to participate in the growing Indian economy. It collects both primary and secondary data on customer knowledge and perceptions of mutual funds through surveys. The report aims to provide insights into mutual funds and make recommendations to help attract more investors.
The document summarizes a panel discussion on asset classes of equity, debt, and gold. It provides biographies of two speakers: Sorbh Gupta, a fund manager for equity, and Chirag Mehta, a senior fund manager for alternative investments. The discussion covered various asset classes and their investment opportunities.
If you are looking to simplify your fund selection process, you could opt for a fund of funds that invest in other equity funds. Get details into how the fund portfolio selection process takes place after qualitative and quantitative research. In addition, this fund offers investors the flexibility of managing and tracking just one NAV and one mutual fund.
www.Quantumamc.com
Out of the universe of equity funds, how does an investor select a good diversified portfolio of equity schemes? Leave the fund selection and portfolio diversification to the fund manager of Quantum Equity Fund of Funds that has underlying investments in well-researched diversified equity funds of third party equity mutual fund schemes.
www.Quantumamc.com
Unifi Capital is an India-focused discretionary fund manager specializing in long-only and event-oriented investment strategies. It has a team of 14 professionals led by K Sarath Reddy with considerable experience in Indian capital markets. Unifi employs comprehensive risk management frameworks and monitoring mechanisms. It has a successful 20-year track record across multiple funds and manages total assets of Rs. 13,700 crores. Unifi focuses on identifying unique investment opportunities that generate superior risk-adjusted returns with an emphasis on capital preservation.
Discover the need for Gold in one’s portfolio and explore efficient financial forms of investing in Gold with Quantum Gold Fund ETF and Quantum Gold Saving Fund compared with other forms of gold investment.
This document provides an overview of Anand Rathi Commodities Limited, an Indian financial services firm. It details the company's vision, business lines including wealth management, investment banking, brokerage and distribution. It lists the company's locations, corporate structure, board of directors, key business heads and awards. It outlines the brokerage and distribution services offered across equities, derivatives, commodities and other asset classes. The document highlights the company's research capabilities, client base and presence across India as well as internationally.
This document discusses a descriptive study of mutual funds and investors' perceptions about investing in mutual funds. It provides an overview of the mutual fund industry and how mutual funds work. It discusses the different types of mutual funds and risks associated with them. The objectives and timeline of the study are outlined. Research methodology, sample design, data analysis and findings are presented. Limitations and scope for further study are also discussed along with recommendations. A sample questionnaire used for the study is included.
This document provides information about Reliance Mutual Fund, one of India's leading mutual funds. It discusses Reliance Mutual Fund's history and growth, investment products offered, corporate structure and governance policies. Some key points:
- Reliance Mutual Fund is promoted by Reliance Capital Ltd and manages over Rs. 48,000 crore in assets. It offers a range of equity, debt, and other funds.
- Reliance Capital Asset Management Ltd is the wholly-owned subsidiary and investment manager of Reliance Mutual Fund.
- The document outlines Reliance Mutual Fund's commitment to transparency, compliance, and investor interests through its corporate governance policies and practices
a project report on need of financial advisor for mutual fundhabib1990rehman
This document is a project report submitted by Habib-ur-Rahman on the topic "Need of Financial Advisor in Mutual Fund". It includes an introduction to mutual funds, their advantages and disadvantages, and the history of mutual funds in India. The project report contains acknowledgements, declarations, tables of contents, executive summary, introduction, company profile, objectives and scope, research methodology, data analysis, findings and conclusions, suggestions and recommendations, and bibliography sections.
It gives an investor a clear overview about the Aditya Birla Sun Life Mutual Funds. The presentation covers the the most relevant topics of ABSL Mutual Fund that an investor wants to know, like - its Top Performing Funds, Who Should Invest and the Fund Management Staff of Aditya Birla Mutual Fund.
The document discusses wealth management and structured products. It provides an overview of Karvy's wealth management business model, including client profiling and segmentation, financial planning services, and competitors. It then compares structured products to traditional investment products like stocks, mutual funds, debt instruments, bank deposits, and alternative investments. Structured products are described as offering capital protection with returns linked to underlying assets, having a fixed term and return profile, and providing potentially higher returns than traditional fixed income products while managing risk.
The document lists several companies that provide financial services such as stock broking, investment banking, wealth management, asset management, and mutual funds. Some of the companies mentioned include Kotak Securities, Religare Securities, Indiabulls Securities, Pincmoney, India Infoline, Centrum, AnandRathi, Angel Broking, and Ambit Corporate Finance. The companies range in size from some of the largest in India to smaller boutique investment firms.
This document contains information about Muthoot Finance Ltd and its gold loan business. It provides details about the company's products and services including gold loans, money transfer, foreign exchange, MPower card, and travel services. It discusses the geographical distribution of Muthoot Finance branches in India and reasons for its success in southern regions. The document also includes financial details of the company, a SWOT analysis, interest rate structures for gold loans and bonds, and answers to frequently asked questions about gold loans.
The document discusses Muthoot Group, a 126-year-old family owned Indian business conglomerate. It operates predominantly in non-banking financial services and offers financial services, wealth management, money transfer, forex, and others. As of 2010, Muthoot Finance was the largest gold financing company in India with over 129 billion loan outstanding portfolio backed by 97.6 tonnes of gold jewelry. The group aims to touch lives through customer-centric approach and enable creation and innovation as per their vision. It has received several awards and recognition for its operations and corporate social responsibility works.
Muthoot Finance was founded in 1939 and is the largest gold loan NBFC in India, operating over 4,000 branches. It primarily provides gold loans, which constitute over 99% of its income. Muthoot Finance has the highest credit ratings among gold loan companies in India. It offers loans ranging from Rs. 1,500 to Rs. 10,000,000, secured against gold jewelry that is carefully appraised at its branches. The company focuses on employee development and training, and also engages in various environmental and social initiatives.
Description about Indian equity market andmance a survey representing customer's thinking about equity. overview of Reliance Security in Equity Market and its oerfor
This project report summarizes the working and trading procedures of the Indian stock market with reference to Anand Rathi, a leading Indian brokerage company. It provides an overview of Anand Rathi, including that it was founded in 1994 and offers various financial products and services. It also describes key aspects of the stock market like the primary and secondary markets, stock exchanges in India, SEBI, opening a demat account, online and offline trading, derivatives, commodities, mutual funds, insurance, and portfolio management.
Muthoot Finance is a gold loan NBFC founded in 1939 and headquartered in Kerala, India. It has over 4,000 branches across India and internationally. The company's gold loan business makes up over 99% of its income. It offers loans ranging from Rs. 1,500 to Rs. 10,000,000 secured against gold jewelry. In addition to gold loans, Muthoot provides money transfers, foreign exchange, travel services, and sells gold coins. It has strong market presence in rural and semi-urban India and is the highest rated gold loan company in the country.
The document discusses Muthoot Group, a 126-year-old family owned Indian business conglomerate. It operates predominantly in non-banking financial services and offers financial services, wealth management, money transfer, forex, and others. As of 2010, Muthoot Finance was the largest gold financing company in India with over 129 billion loan outstanding portfolio backed by 97.6 tonnes of gold jewelry. The group aims to touch lives through customer-centric approach and innovation as per their vision. It has received several awards and recognition for its social responsibility and loyalty programs.
The document is a summer training project report on studying mutual funds at Mahindra Finance. It includes an introduction, objectives of the study, methodology, and chapters on mutual funds as investments and the history of mutual funds in India. The project examines mutual funds and their importance as an investment for common individuals to participate in the growing Indian economy. It collects both primary and secondary data on customer knowledge and perceptions of mutual funds through surveys. The report aims to provide insights into mutual funds and make recommendations to help attract more investors.
The document summarizes a panel discussion on asset classes of equity, debt, and gold. It provides biographies of two speakers: Sorbh Gupta, a fund manager for equity, and Chirag Mehta, a senior fund manager for alternative investments. The discussion covered various asset classes and their investment opportunities.
If you are looking to simplify your fund selection process, you could opt for a fund of funds that invest in other equity funds. Get details into how the fund portfolio selection process takes place after qualitative and quantitative research. In addition, this fund offers investors the flexibility of managing and tracking just one NAV and one mutual fund.
www.Quantumamc.com
Out of the universe of equity funds, how does an investor select a good diversified portfolio of equity schemes? Leave the fund selection and portfolio diversification to the fund manager of Quantum Equity Fund of Funds that has underlying investments in well-researched diversified equity funds of third party equity mutual fund schemes.
www.Quantumamc.com
Unifi Capital is an India-focused discretionary fund manager specializing in long-only and event-oriented investment strategies. It has a team of 14 professionals led by K Sarath Reddy with considerable experience in Indian capital markets. Unifi employs comprehensive risk management frameworks and monitoring mechanisms. It has a successful 20-year track record across multiple funds and manages total assets of Rs. 13,700 crores. Unifi focuses on identifying unique investment opportunities that generate superior risk-adjusted returns with an emphasis on capital preservation.
Additional Information of SBI Mutual Fund- WishfinAnvi Sharma
The scheme would primarily focus its investments in emerging business themes, primarily based on the export or outsourcing opportunities and global opportunities of such themes. It will also focus on emerging domestic investment themes.
India Infoline Ltd. is one of the largest financial services companies in India, offering broking, wealth management, credit, insurance, asset management, and investment banking services. It was founded in 1995 and has grown significantly, with revenues increasing 28.1% from 2008-2009 to 2009-2010. The company has over 1,300 locations across India and offices internationally as well. Its strategy focuses on financial services, risk management, customer service, talent acquisition, and growing its business divisions.
Additional Information of Axis Mutual Fund- WishfinAnvi Sharma
This document provides details about Axis Mutual Fund's constitution and organization. It summarizes that Axis Mutual Fund is constituted as a trust with Axis Bank as the sponsor and Axis Mutual Fund Trustee Limited as the trustee. It also provides details about the sponsor Axis Bank, the trustee including trustee directors and their roles and responsibilities, and the asset management company Axis Asset Management Company Limited.
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Equity Fund aims to provide the investor long – term capital appreciation by investing in high growth companies along with the liquidity of an open-ended mutual fund scheme through investments primarily in equities and the balance in debt and money market instruments. SBI Magnum Equity Fund is positioned as large cap mutual fund. The fund is suitable for investors who are looking for long term capital appreciation with relatively lower risk. To know more about this fund, please visit SBI Mutual Fund website https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-equity-fund
Suneel Mundra has over 36 years of experience in senior management roles across multiple sectors including manufacturing, financial institutions, and service industries. He has held positions like Senior Vice President of Corporate Strategy at Shalby Limited and Vice President & Hub Commercial Head for Gujarat and Rajasthan at Reliance Communications. He has extensive experience in fields like project finance, operations management, mergers and acquisitions, and business strategy. Mundra possesses professional qualifications like an M.Com degree and fellowships from the Institute of Cost Accountants of India and Institution of Managers. He also serves on the advisory board of Indo Global Business Park and is eligible for appointment as a non-official independent director to public
The document provides details about the recruitment and selection process for financial consultants at HDFC Standard Life Insurance. It discusses the background and promoters of HDFC Limited and Standard Life Group, who formed a joint venture called HDFC Standard Life Insurance Company Limited. The summary also outlines some of the key payment options available to customers, including paying premiums at branches, via post/courier, online, drop boxes, ECS, standing instructions, and credit cards.
Summerinternshipprojectsept 2012-121220103231-phpapp01Arvind John
This document provides a history of mutual funds in India from their inception in 1963 to the present day. It outlines 4 distinct phases:
1) 1964-1987: Establishment of Unit Trust of India (UTI) as the sole provider of mutual funds.
2) 1987-1993: Entry of public sector banks establishing their own mutual funds after UTI.
3) 1993-2003: Private sector mutual funds enter the industry for the first time, increasing competition. Regulations are established.
4) Present: A mature and growing industry with many players and over Rs. 1 lakh crores in assets under management.
A case study on traininganddevelopment.sukesh gowda
This document provides an overview of HDFC Standard Life Insurance Company, including:
- It is a joint venture between HDFC, a leading Indian housing finance company, and Standard Life, a UK financial services firm.
- They offer a range of individual and group insurance solutions like protection, pension, savings, investment, and health.
- The company has 25 retail and 4 group products, as well as optional rider benefits, and serves over 720 cities through 595 offices and 207,000 financial consultants.
- The board of directors includes leaders from HDFC and Standard Life, as well as other professionals from finance and consulting backgrounds.
Growth of Mutual Funds in India at Reliance Mutual Fund - BBA Finance Summer ...teekamsingh9
This document provides an overview of a summer internship project report on the growth of mutual funds in India conducted at Reliance Mutual Fund in Dehradun. It includes sections on the company profile, introduction, history of mutual funds, research methodology, products offered, structure, regulatory association AMFI, investment options and major players. The objectives are to study prominent Indian mutual funds, their schemes and associated returns to understand the benefits for investors.
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
- SBI Magnum Equity Fund is a focused large cap equity fund that invests in 25-40 stocks following a top-down investment approach.
- As of October 2017, its top holdings were in financial, energy, and IT sectors, with HDFC Bank, Reliance Industries, and ICICI Bank as the top individual stocks.
- The fund is managed by SBI Funds Management, India's largest asset manager, with over Rs. 1.68 lakh crore in assets under management.
Asia Frontier Capital - AFC Asia Frontier Fund presentation 2015.07.09Thomas Hugger
The AFC Asia Frontier Fund invests in public equities of Asian frontier countries that are seeing increasing consumption due to favorable demographic trends, rising incomes and high GDP growth. The fund invests in listed equities of companies that have their principal business activities in Bangladesh, Bhutan, Cambodia, Iraq, Laos, Maldives, Mongolia, Myanmar (Burma), Nepal, Pakistan, Papua New Guinea, Sri Lanka and Vietnam. The AFC Asia Frontier Fund is positioned to take advantage of the continuing economic shifts in these countries and offers high returns combined with significant diversification opportunities. This fund is directed by the founder and CEO of Asia Frontier Capital, Thomas Hugger, who has been investing in frontier markets across Asia and Africa for more than 20 years.
HDFC Standard Life is a leading private life insurance company in India established as a joint venture between HDFC and Standard Life UK. It offers a range of individual and group insurance solutions. The company has 25 retail and 4 group insurance products and 5 optional riders. It has a network of 595 offices across India serving over 720 cities and towns. The Board of Directors includes representatives from HDFC and Standard Life as well as other professionals. The company's vision is to be the most successful and trusted life insurance company in India.
AFC Asia Frontier Fund Presentation 2015.04.10Thomas Hugger
- Asia Frontier Capital manages the AFC Asia Frontier Fund, which invests in equities in Asian frontier markets such as Bangladesh, Cambodia, Iraq, and others.
- The fund offers diversification benefits and low correlations with global markets due to its focus on under-researched frontier markets in Asia.
- Asian frontier markets provide attractive valuations relative to other emerging markets, with lower price-to-earnings and price-to-book ratios as well as higher dividend yields.
1. NJ India Invest is a mutual fund distribution company established in 1994 in Surat, India. It distributes schemes for various asset management companies.
2. The company has expanded to over 30 branches in Gujarat and 6 branches outside the state. It aims to further expand outside Gujarat.
3. The document provides an overview of NJ India Invest's organizational structure, vision, quality policy, the AMCs it partners with, its achievements and recognitions.
I have found all primary data and secondary data for this project by my own efforts and the all data are 100% true according to my summer internship experience..Thanks
AFC Asia Frontier Fund Presentation: December 2015Thomas Hugger
The AFC Asia Frontier Fund invests in public equities of Asian frontier countries that are seeing increasing consumption due to favorable demographic trends, rising incomes and high GDP growth. The fund invests in listed equities of companies that have their principal business activities in Bangladesh, Bhutan, Cambodia, Iraq, Laos, Maldives, Mongolia, Myanmar (Burma), Nepal, Pakistan, Papua New Guinea, Sri Lanka and Vietnam. The AFC Asia Frontier Fund is positioned to take advantage of the continuing economic shifts in these countries and offers high returns combined with significant diversification opportunities.
Similar to Build wealth over the long term and help you save tax (20)
2022 Navigate Uncertainty with the Right Asset AllocationQuantum Mutual Fund
Through this deck, find how to navigate uncertainty with prudent asset allocation by dividing investments across equity, debt and gold asset classes to help achieve your goals and minimize downside risks
www.quantumamc.com
3 Assets, 1 Outlook – A Year-End Panel Discussion: Find answers to your concerns around uncertainty surrounding Omicron and inflation and take a deep dive into the macro-economic trends that are set to shape the investment landscape in 2022. It also highlights the Asset Outlook for Equities, Fixed Income and Gold and expectations for 2022.
www.Quantumamc.com
The document summarizes a panel discussion on various asset classes for investment - equity, debt, and gold. It provides an overview of the current outlook and risks for each asset class according to the panel speakers. For equity, the panelists noted strong economic growth prospects but also risks from COVID variants. For debt, they discussed the shifting global policy landscape and rising inflation. The panel suggested an asset allocation approach with 12% in emergency funds, 20% in gold funds, and 80% in equity funds. It concluded with a Q&A session covering various topics related to investing in each asset class.
How do you invest when valuations are high? What are the parameters that an investor needs to consider before he decides to invest? Explore the deck where Sorbh Gupta, Fund Manager, Equity, Quantum Mutual Fund answers these questions & more.
www.Quantumamc.com
How do investors achieve financial freedom? How do you establish your financial goals? Understand the benefits of diversification and following an asset allocation strategy.
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The document provides an overview of the Quantum Long Term Equity Value Fund. Some key points:
- The fund aims to achieve long-term capital appreciation by investing in companies that will typically be included in the S&P BSE 200 Index and benefit from India's economic growth.
- It takes a value-oriented approach, holding between 25-40 stocks across sectors, with a low portfolio turnover.
- The presentation discusses the fund's investment process, macroeconomic assumptions, portfolio characteristics including its performance over market cycles.
- Risks to the ongoing economic recovery are also highlighted, such as a potential third COVID wave and rising inflation pressures.
How do investors pick the winning asset class? What is the importance of asset allocation and how do you build an effective asset allocation strategy? Through this deck, find answers to the benefits of equity, debt and gold assets and how does one select mutual funds to fulfill long term goals.
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The document discusses the strong performance of the Indian stock market after the COVID-19 pandemic. It notes that economic activity and corporate profits are recovering. Some sectors have surpassed pre-pandemic levels while others are recovering gradually. Risks like a potential third wave, rising inflation, and global factors could impact the recovery. The fund manager believes the market rally can continue if COVID containment accelerates and as economic growth remains strong. However, valuations appear elevated and returns may moderate going forward. The portfolio aims to provide value through a focus on quality companies with strong earnings growth at reasonable prices.
The Pandemic taught several lessons to first-time and seasoned investors alike. It reinforced the habit of saving, having a sound financial backup plan for a rainy day and devising a prudent asset allocation strategy. Explore 7 investment lessons that help prepare for the unexpected.
www.Quantumamc.com
What are the different types of hybrid funds and do they stay true to label, or are they biased towards equities? Through this presentation, find details about a mutual fund that diversifies across asset classes of equity, debt and gold and manages market ups & downs.
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South Dakota State University degree offer diploma Transcriptynfqplhm
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The Universal Account Number (UAN) by EPFO centralizes multiple PF accounts, simplifying management for Indian employees. It streamlines PF transfers, withdrawals, and KYC updates, providing transparency and reducing employer dependency. Despite challenges like digital literacy and internet access, UAN is vital for financial empowerment and efficient provident fund management in today's digital age.
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
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Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting, 8th Canadian Edition by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Ebook Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Pdf Solution Manual For Financial Accounting 8th Canadian Edition Pdf Download Stuvia Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Financial Accounting 8th Canadian Edition Ebook Download Stuvia Financial Accounting 8th Canadian Edition Pdf Financial Accounting 8th Canadian Edition Pdf Download Stuvia
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"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
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Build wealth over the long term and help you save tax
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
June 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
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 2.93 Billion (~INR 21,749 crore) as June 30, 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.
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.1,993.05 Cr. as on 30th June 2021
Number of Folios: 72,590 as on 30th June 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)
Qualified as a Chartered
Accountant, CFA Level III
(Charter Pending), Sorbh
Gupta is the Fund Manager
for Quantum Long Term
Equity Value Fund &
Quantum Tax Saving Fund.
With more than 15 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. Prior to joining
Quantum, Sorbh was
associated with Siddhesh
Capital Private Ltd. Sorbh
was born in 1980.
Nilesh Shetty (2009)
Nilesh has more than 16
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. 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)
With over 7 years of
experience in economic,
credit and quantitative
research. Sneha 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)
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
has over a decade 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).
Pankaj was born in 1986.
Chirag Mehta (2006) –
Gold/Commodities
has 18 years of experience in the Indian commodities
markets. He also specializes in the field of alternative
investment strategies. Chirag 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 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
has overall 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
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 June 30, 2021
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
24.
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 June 30, 2021. Source: Bloomberg
Performance Across the Market Cycles - (Dec 2008 – June 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 63.17% 58.77% 52.38% 16,317 15,877 15,238
3 years 11.63% 15.40% 15.32% 13,919 15,382 15,350
5 years 11.60% 15.63% 15.58% 17,313 20,678 20,639
7 years 11.07% 13.26% 12.35% 20,862 23,931 22,610
10 years 12.70% 12.95% 12.31% 33,079 33,831 31,950
Since Inception (23rd Dec 2008) 17.11% 16.84% 16.03% 72,350 70,300 64,387
Past performance may or may not be sustained in the future. Data as of 30th June, 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 62.42% 58.77% 52.38% 16,242 15,877 15,238
3 years 11.15% 15.40% 15.32% 13,740 15,382 15,350
Since Inception (01st April 2017) 9.74% 14.90% 15.82% 14,848 18,048 18,673
Past performance may or may not be sustained in the future. Data as of 30th June 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)
64.14% 58.77% 11.56% 15.40% 11.47% 15.63%
Quantum Long Term Equity Value
Fund–Regular Plan (Gr)
63.35% 58.77% 11.08% 15.40% 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 30thJune 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.
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.
20th July 2021
Mutual fund investments are subject to market risks, read all scheme related documents carefully.