Presentation showing how mutual funds are a great investment option. Advantages of mutual funds: Diversification – Spread your investments across a number of securities. Investors can use mutual funds work as an asset allocation tool for diversifying their portfolio Professional management – Qualified and experienced team of analysts manage the portfolio of your investments in mutual funds Divisibility – Investors can choose to allocate small, convenient amount in fixed, regular periods through SIP of mutual funds Liquidity – You can redeem your investments in open-ended schemes whenever you need the money Well regulated – Under SEBI, mutual funds are a well regulated product.

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Mutual Funds as an Investment Option
Mutual Fund investments are subject to market risks,
read all scheme related documents carefully.

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What is a mutual fund?
•
It is an investment vehicle that pools money from many investors, who share common financial goals.
•
The money collected is then invested in different financial securities like shares, bonds and other
securities for capital appreciation.
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A mutual fund is a good investment vehicle for investors who can’t invest in stocks and debt directly
due to time, knowledge or other constraints
•
You can choose which fund to invest in depending upon your investment needs and risk appetite.
•
Each fund has its ‘Investment Objective’ which the professional fund manager keeps in mind at the
time of investing your savings.
Mutual Fund investments are subject to market risks,
read all scheme related documents carefully.

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Advantages of Mutual Funds
Mutual Fund investments are subject to market risks,
read all scheme related documents carefully.

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Diversification
• Don’t put all your eggs in one basket – this is exactly what diversification in
Mutual Fund does to your portfolio.
• Diversification involves holding a prudently wide variety of investments in a
portfolio so as to minimize risks.
• Portfolio of Mutual funds Schemes is usually spread across various
industries and asset classes.
• Thus, by investing in mutual funds, you can avail of the benefits of
diversification and asset allocation.
Mutual Fund investments are subject to market risks,
read all scheme related documents carefully.

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Professional Management
• When you opt in for a Mutual fund scheme, your money is taken care of by
a professional fund manager.
• Fund Managers are experienced and skilled professionals, who conduct
investment research and analyze the performance of various instruments
before selecting a particular investment.
• Thus, by investing in mutual funds, you can avail of the services of
professional fund managers, which would otherwise be costly for an
individual investor.
Mutual Fund investments are subject to market risks,
read all scheme related documents carefully.

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Divisibility
•
Mutual fund units can be bought in smaller amounts regularly.
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Benefits investors who do not have the exact sum of money to buy securities.
•
This provides investors the ability to make periodic investments and save regularly
through monthly purchase through SIP (Systematic Investment Plan).
•
Today, it is one of the most common and convenient method of investing by retail
investors.
Mutual Fund investments are subject to market risks,
read all scheme related documents carefully.

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Liquidity
•
The liquidity of a mutual fund unit determines how quickly you could sell your
units of the mutual funds.
•
Most of the Mutual Funds can be bought & sold through exchanges.
Well Regulated
•
Mutual funds in India are regulated and monitored by the Securities and Exchange
Board of India (SEBI).
•
Mutual funds are required to disclose investors with regular information about
their investments.
Mutual Fund investments are subject to market risks,
read all scheme related documents carefully.

8. Mutual Fund investments are subject to
Mutual Fund investments are subject to market risks,
market risks, read all scheme related
read all scheme related documents carefully.
documents carefully.

9. Disclaimer
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Please visit – www.QuantumMF.com to read scheme specific risk factors. Investors in the Scheme(s) 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(s) 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(s). 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.
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.
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.
Mutual Fund investments are subject to
Mutual Fund investments are subject to market risks,
market risks, read all scheme related
read all scheme relatedcarefully.
documents documents carefully.

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Thank You
Mutual Fund investments are subject to market risks,
read all scheme related documents carefully.