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
Where are the equity markets headed and how is the Quantum Long Term Equity Value Fund poised for growth? Find answers through the webinar presentation that take you through the fundamentals that drive the market rally and how investors benefit from the downside protection offered by a value fund.
www.Quantumamc.com
Understand the underlying portfolio composition of fixed income investments such as liquid funds and dynamic bond funds. Also, get details into the fund objective and the process of investment
www.Quantumamc.com
Find out what ESG stands for and what relevance does it play for your equity portfolio? Find out how the Quantum India ESG Equity Fund filters companies based on the proprietary ESG scoring methodology. Explore how the portfolio is constructed.
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
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
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
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
Where are the equity markets headed and how is the Quantum Long Term Equity Value Fund poised for growth? Find answers through the webinar presentation that take you through the fundamentals that drive the market rally and how investors benefit from the downside protection offered by a value fund.
www.Quantumamc.com
Understand the underlying portfolio composition of fixed income investments such as liquid funds and dynamic bond funds. Also, get details into the fund objective and the process of investment
www.Quantumamc.com
Find out what ESG stands for and what relevance does it play for your equity portfolio? Find out how the Quantum India ESG Equity Fund filters companies based on the proprietary ESG scoring methodology. Explore how the portfolio is constructed.
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
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
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
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
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.
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
Quantum Long Term Equity Value Fund is the flagship mutual fund of Quantum Mutual Fund. The Mutual Fund follows the Value style of investing giving potential for risk-adjusted returns over the long term. Learn more about the fund’s investment process and the bottom-up stock selection process. For product label please click the following link: https://www.quantumamc.com/Product-Label/QLTEVF.jpg
New Mutual Fund Scheme Categorization for Equity & Debt Funds | SBI Mutual FundSBI Mutual Fund
Equity and Debt Mutual fund schemes offered by SBI Mutual Fund have undergone change in attributes like investment objective, asset allocation, investment strategy etc. This PPT highlights the re-categorization of equity and debt funds as per SEBI's latest rules and regulations. View the presentation to know more.
Start investing in Aditya Birla Sun Life mutual funds online in India through MySIPonline. The presentation covers all the details about Aditya Birla Sun life AMC. It covers the the most relevant topics like - History, Fund Varieties, Top Performing Mutual Funds, its features, Management Team, and how to invest through MySIPonline with its benefits.
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
ELSS, an acronym for Equity Linked Savings Scheme, which is a Tax Saving Mutual Fund Scheme. ELSS mutual funds in simple term are mutual fund schemes maintaining a minimum of 65% of their investments in equity.
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
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
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.
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
Quantum Long Term Equity Value Fund is the flagship mutual fund of Quantum Mutual Fund. The Mutual Fund follows the Value style of investing giving potential for risk-adjusted returns over the long term. Learn more about the fund’s investment process and the bottom-up stock selection process. For product label please click the following link: https://www.quantumamc.com/Product-Label/QLTEVF.jpg
New Mutual Fund Scheme Categorization for Equity & Debt Funds | SBI Mutual FundSBI Mutual Fund
Equity and Debt Mutual fund schemes offered by SBI Mutual Fund have undergone change in attributes like investment objective, asset allocation, investment strategy etc. This PPT highlights the re-categorization of equity and debt funds as per SEBI's latest rules and regulations. View the presentation to know more.
Start investing in Aditya Birla Sun Life mutual funds online in India through MySIPonline. The presentation covers all the details about Aditya Birla Sun life AMC. It covers the the most relevant topics like - History, Fund Varieties, Top Performing Mutual Funds, its features, Management Team, and how to invest through MySIPonline with its benefits.
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
ELSS, an acronym for Equity Linked Savings Scheme, which is a Tax Saving Mutual Fund Scheme. ELSS mutual funds in simple term are mutual fund schemes maintaining a minimum of 65% of their investments in equity.
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
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
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.
Additional Information of Axis Mutual Fund- WishfinAnvi Sharma
The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.
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
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.
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.
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Nov 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
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
Debt outlook and Asset Allocation: Through this PowerPoint deck, explore insights into Fixed Income and Equity regarding the variables driving current market situation and the outlook for 2022 that will impact mutual fund investments.
www.Quantumamc.com
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.
www.Quantumamc.com
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.
www.Quantumamc.com
What are the fundamentals underlying the bull run in the equity markets and how do investors position their portfolio to reap returns and minimize downside risks? Find answers to what do investors expect from the future of the equity markets?
www.Quantumamc.com
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.
www.Quantumamc.com
Asset Outlook and Economic View in the Current Market ScenarioQuantum Mutual Fund
Fund managers of Quantum Mutual Fund give their perspective on the asset outlook for the mid-year 2021 for the three assets of equity, debt and gold. Find answers to questions like how is the performance post-Covid 2nd wave? What are the underlying macroeconomic indicators that could determine future prospects? How do you allocate across different assets to mitigate downside risk?
www.Quantumamc.com
how can I sell pi coins after successfully completing KYCDOT TECH
Pi coins is not launched yet in any exchange 💱 this means it's not swappable, the current pi displaying on coin market cap is the iou version of pi. And you can learn all about that on my previous post.
RIGHT NOW THE ONLY WAY you can sell pi coins is through verified pi merchants. A pi merchant is someone who buys pi coins and resell them to exchanges and crypto whales. Looking forward to hold massive quantities of pi coins before the mainnet launch.
This is because pi network is not doing any pre-sale or ico offerings, the only way to get my coins is from buying from miners. So a merchant facilitates the transactions between the miners and these exchanges holding pi.
I and my friends has sold more than 6000 pi coins successfully with this method. I will be happy to share the contact of my personal pi merchant. The one i trade with, if you have your own merchant you can trade with them. For those who are new.
Message: @Pi_vendor_247 on telegram.
I wouldn't advise you selling all percentage of the pi coins. Leave at least a before so its a win win during open mainnet. Have a nice day pioneers ♥️
#kyc #mainnet #picoins #pi #sellpi #piwallet
#pinetwork
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
when will pi network coin be available on crypto exchange.DOT TECH
There is no set date for when Pi coins will enter the market.
However, the developers are working hard to get them released as soon as possible.
Once they are available, users will be able to exchange other cryptocurrencies for Pi coins on designated exchanges.
But for now the only way to sell your pi coins is through verified pi vendor.
Here is the telegram contact of my personal pi vendor
@Pi_vendor_247
2. Elemental Economics - Mineral demand.pdfNeal Brewster
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
where can I find a legit pi merchant onlineDOT TECH
Yes. This is very easy what you need is a recommendation from someone who has successfully traded pi coins before with a merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi network coins and resell them to Investors looking forward to hold thousands of pi coins before the open mainnet.
I will leave the telegram contact of my personal pi merchant to trade with
@Pi_vendor_247
The European Unemployment Puzzle: implications from population agingGRAPE
We study the link between the evolving age structure of the working population and unemployment. We build a large new Keynesian OLG model with a realistic age structure, labor market frictions, sticky prices, and aggregate shocks. Once calibrated to the European economy, we quantify the extent to which demographic changes over the last three decades have contributed to the decline of the unemployment rate. Our findings yield important implications for the future evolution of unemployment given the anticipated further aging of the working population in Europe. We also quantify the implications for optimal monetary policy: lowering inflation volatility becomes less costly in terms of GDP and unemployment volatility, which hints that optimal monetary policy may be more hawkish in an aging society. Finally, our results also propose a partial reversal of the European-US unemployment puzzle due to the fact that the share of young workers is expected to remain robust in the US.
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...Quotidiano Piemontese
Turin Startup Ecosystem 2024
Una ricerca de il Club degli Investitori, in collaborazione con ToTeM Torino Tech Map e con il supporto della ESCP Business School e di Growth Capital
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...Vighnesh Shashtri
Under the leadership of Abhay Bhutada, Poonawalla Fincorp has achieved record-low Non-Performing Assets (NPA) and witnessed unprecedented growth. Bhutada's strategic vision and effective management have significantly enhanced the company's financial health, showcasing a robust performance in the financial sector. This achievement underscores the company's resilience and ability to thrive in a competitive market, setting a new benchmark for operational excellence in the industry.
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfpchutichetpong
The U.S. economy is continuing its impressive recovery from the COVID-19 pandemic and not slowing down despite re-occurring bumps. The U.S. savings rate reached its highest ever recorded level at 34% in April 2020 and Americans seem ready to spend. The sectors that had been hurt the most by the pandemic specifically reduced consumer spending, like retail, leisure, hospitality, and travel, are now experiencing massive growth in revenue and job openings.
Could this growth lead to a “Roaring Twenties”? As quickly as the U.S. economy contracted, experiencing a 9.1% drop in economic output relative to the business cycle in Q2 2020, the largest in recorded history, it has rebounded beyond expectations. This surprising growth seems to be fueled by the U.S. government’s aggressive fiscal and monetary policies, and an increase in consumer spending as mobility restrictions are lifted. Unemployment rates between June 2020 and June 2021 decreased by 5.2%, while the demand for labor is increasing, coupled with increasing wages to incentivize Americans to rejoin the labor force. Schools and businesses are expected to fully reopen soon. In parallel, vaccination rates across the country and the world continue to rise, with full vaccination rates of 50% and 14.8% respectively.
However, it is not completely smooth sailing from here. According to M Capital Group, the main risks that threaten the continued growth of the U.S. economy are inflation, unsettled trade relations, and another wave of Covid-19 mutations that could shut down the world again. Have we learned from the past year of COVID-19 and adapted our economy accordingly?
“In order for the U.S. economy to continue growing, whether there is another wave or not, the U.S. needs to focus on diversifying supply chains, supporting business investment, and maintaining consumer spending,” says Grace Feeley, a research analyst at M Capital Group.
While the economic indicators are positive, the risks are coming closer to manifesting and threatening such growth. The new variants spreading throughout the world, Delta, Lambda, and Gamma, are vaccine-resistant and muddy the predictions made about the economy and health of the country. These variants bring back the feeling of uncertainty that has wreaked havoc not only on the stock market but the mindset of people around the world. MCG provides unique insight on how to mitigate these risks to possibly ensure a bright economic future.
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
QEFOF
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 Equity Fund of Funds
August 2021
Private & Confidential
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 3.14 Billion (~INR 22,953 crore) as August 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.
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.2,034.30 Cr. as on 31st August 2021
➢ Number of Folios: 72,896 as on 31st August 2021
About Quantum Mutual Fund
9. Company Structure
Quantum Advisors, India (QAS), provides investment advisory services and manages
portfolios of FIIs and Indian clients. Registered as Portfolio Manager with SEBI since 1997. It
is led by Mr. I. V. Subramaniam (Subbu), who is the MD & Group Head (Equities) of the
company.
• Subbu joined Quantum in 1996 and has over 25 years of experience in the
investment management and financial services industry. Since June 2000, Subbu
has managed India-dedicated portfolios for Indian clients and since 2005, he has
managed India-dedicated portfolios for international clients. Subbu received his
Bachelor’s degree in commerce from Osmania University in 1983 and his Law
degree from Osmania University in 1986. He is a CFA Charter holder. Subbu was
born in 1962.
Quantum Asset Management, India (QAMC) SEBI Registered Asset Management Company
and Investment manager for Quantum Mutual Fund. It is led by Mr. Jimmy Patel, who is the
MD & CEO of the company.
• Jimmy Patel joined Quantum in 2010 and has over 3 decades of experience in
the financial services sector, and has held various key management roles. Along
with holding a Chartered Accountant’s degree, Mr. Patel has also completed his
L.L.B. from the University of Mumbai. Mr. Patel is a Fellow of the Chevening
Standard Chartered Financial Services Leadership Programme at Kings College,
London. He has been a Director on Association of Mutual Funds In India (AMFI)
Board and also has been a member of various AMFI and SEBI Committees.
Jimmy was born in 1967.
100% subsidiary of QAS
10. 10
Always Putting Investors First, Even Above our Growth in AUM
Quantum Mutual Fund
SEBI Imposes Rule on MF
Industry
Refused to follow the opaque Entry Load Model Mar 2006 Jun 2009
Pioneered Direct to Investor, despite Slow Internet Speed and No Smart
Phones
Mar 2006 Jan 2013
One Scheme / product per asset class Mar 2006 Oct 2017
Exit Load swept into funds for the benefit of Unit Holders Mar 2006 Nov 2012
No Discrimination against Retail Investors Mar 2006 Sep 2012
Introduced the practice of following Total Return Index (TRI) as
benchmark for Equity Fund
Mar 2006 Jan 2018
Majority of Independent Directors on AMC Board Mar 2006 ?
Path to Profit (Investor Education & Awareness Program) Aug 2009 Sep 2012
100% Independent Board of Trustees Oct 2010 ?
Mark to Market valuation in Liquid Fund, irrespective of the maturity Jul 2012 April 2020
ZERO Upfront Distributor Commission and uniform trail commission
across all partners on Regular Plan
Apr 2017 Sep 2018
TER based on AUM Slabs Feb 2017 April 2019
11. Jimmy Patel
MD & CEO (2010)
Jimmy Patel has over 3 decades of experience in the financial services sector, and has held various key
management roles. Along with holding a Chartered Accountant’s degree, Mr. Patel has also completed his
L.L.B. from the University of Mumbai. Mr. Patel is a Fellow of the Chevening Standard Chartered Financial
Services Leadership Programme at Kings College, London. He has been a Director on Association of Mutual
Funds In India (AMFI) Board and also has been a member of various AMFI and SEBI Committees. Jimmy
was born in 1962.
Rina Nathani
Chief Business Officer (2020)
Rina has over 20 years of experience in building businesses, advising companies and leading teams to
successful outcomes. Prior to joining Quantum AMC, Rina was a Director in KPMG’s Advisory Practice in
the US and Head – Retail Businesses at Suminter India Organics, India. She has done Masters in
Management Studies from Jamnalal Bajaj institute of Management Studies (JBIMS). Rina was born in
1974.
Malay Vora
Head Legal & Compliance (2008)
Malay Vora has more than 15 years of experience in Legal, Compliance and Corporate Secretarial matters in
the financial service industry. He is a Commerce and Law Graduate and an Associate Member of Institute
of Company Secretaries in India. Malay is the Head of Legal & Compliance and the Compliance Officer for
Quantum AMC. He has been associated with Quantum since 2008. He has been a member of SEBI and AMFI
Committee. 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
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
17. Out of ~550 Equity
schemes
You choose
6 – 8 Funds
Suggestions from
Distributors &
Bank RMs
Own Research
• Risk of selecting
• Wrong Fund House
• Wrong Fund Manager
• Wrong Philosophy
• Wrong Portfolio
• Hassles of transacting in and tracking
multiple funds
• Biased advice by
advisor/distributor/financial planner for
commissions
Usual Mutual Fund Investing Process
18. ~550 Equity
schemes
6 – 8 Funds in your
portfolio
• Research based Fund selection
• Funds with consistent performance across
market cycles
• Balance between Risk & Return
• Avoid Portfolio concentration
• Invest in diversified portfolio of Large and
Mid Cap
• There is just one NAV to track and just one
folio – no hassles of making and tracking
multiple investments
Investing in Quantum Equity Fund of Funds
19. Actively managed Equity Funds
No Sector & Index Funds
Diversified Equity Funds
Diversified Equity Funds with a 3-Yr track record
• We see 3 year YoY returns, not CAGR
• At this stage the schemes are categorized as Large cap or Non Large cap
• Minimum 60% exposure to large caps required to be classified as Large cap scheme
Funds
Disqualified
With track record <
3 years disqualified
• Top 5 stocks/holdings <=40% of the portfolio,
• Top 10 stocks/holdings <=60% of the portfolio
• Portfolio turnover <=100%
Selected list of funds
Funds
Disqualified
Step 1: Filtration
20. Selected list of funds
Apply Phase I Quantitative criteria
Risk Adjusted Returns and
Parameters
Performance across
Market Cycles
Portfolio Valuation
Method • Multiple parameters of risk
adjusted returns that provide
insights into performance of the
fund with respect to the
benchmark and peer comparison
• Each parameter provides us with
some unique insight on fund
managers performance and
overall consistency
Return Performance
and Return
consistency
- We prefer fund
managers who
have participated
in multiple market
cycles and
proved their mettle
We also assign a
fair share to the
relative valuation
attractiveness of the
fund vis-à-vis its
peer group
Step 2: Scoring (Quantitative Criteria)
21. Selected list of funds
Apply Phase II Qualitative criteria
Investment Systems and Process Look for Red flags Consistency in
Characteristics of the
Portfolio
Method Detailed Questionnaire & meetings
• Portfolio construction process
• Limit on exposure to a single stock or a
particular sector
• Measurement – against benchmark / peers –
tracking error
• What is the limit on cash holdings?
• Other Funds managed by the fund manager
• Back up on portfolio? ‘Star’ fund manager risk
Fund manager meetings
provides us with an
opportunity to verify if the
Fund Manager walks the
talks and we don’t invest in
funds where we see any
red flags
Subjective assessment
• Philosophy
• Strategy adherence
• Process orientation
• Team dependence
• Internal vs external
research
Step 2: Scoring (Qualitative Criteria)
22. 22
Portfolio & Fund Review
• Monthly review of chosen funds:
• Quantitative Performance Ranking
• Portfolio Characteristics
• Adherence to mandate
• Qualitative assessment - Fund managers are met regularly
• Create and monitor a pool of ‘investible’ funds
• Re-balancing is done yearly or opportunistically while deploying cash
• EXIT MECHANISM: Portfolio Funds not meeting the criteria are given 6 months
cooling period unless imperative to replace immediately on review
23. Quantum
Equity Fund
of Funds
Mr. Chirag Mehta
Work experience: 19 years. He has been managing this fund since November 1, 2013.
Fund of Funds Domestic.
Exposure to congruous and diligent performer from a cluttered equity fund universe of
approximately 500 funds.
The risk of wrong selection of funds is reduced as a basket of the finest schemes is chosen with
the research & expertise of Quantum.
Single manager risk is eliminated as your money is exposed to diverse fund management styles.
You can gain exposure to a basket of 6-7 diversified equity schemes with a mere 500 rupees.
No hassles of making and tracking multiple investments. A single NAV is all you need to check.
The fund can rebalance and reallocate your money from underperforming schemes to better.
performing ones in a more tax efficient way.
Long term capital appreciation.
Fund
Manager
Category of
Scheme
Features
Useful for
Performance of Quantum Equity Fund of Funds
24. Performance of Quantum Equity Fund of Funds
Direct Plan – Growth Option
The Scheme is managed by Mr. Chirag Mehta effective from November 1, 2013.
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 51.85% 55.45% 50.55% 15,185 15,545 15,055
3 years 13.31% 14.96% 15.49% 14,553 15,198 15,412
5 years 13.52% 15.82% 16.48% 18,855 20,853 21,451
7 years 13.49% 13.93% 13.00% 24,293 24,953 23,572
10 years 15.21% 15.15% 14.72% 41,267 41,064 39,529
Since Inception (20th July 2009) 14.75% 13.64% 13.16% 53,044 47,127 44,766
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 August 2021.
Returns are net of Total Expenses and calculated on the basis of Compounded Annualized Growth Rate (CAGR). For performance of other Schemes Managed by
Mr. Chirag Mehta please see slide number 26 and 27
25. Performance of Quantum Equity Fund of Funds
Regular Plan – Growth Option
The Scheme is managed by Mr. Chirag Mehta effective from November 1, 2013.
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 51.48% 55.45% 50.55% 15,148 15,545 15,055
3 years 13.07% 14.96% 15.49% 14,459 15,198 15,412
Since Inception (1st April 2017) 13.44% 16.41% 17.65% 17,467 19,581 20,515
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 August 2021. Returns are net of Total Expenses and calculated on the basis of Compounded Annualized Growth Rate (CAGR). For performance of
other Schemes Managed by Mr. Chirag Mehta please see slide number 26 and 27.
26. 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) -10.88% -10.27% 14.80% 15.86% 7.26% 8.29%
Past performance may or may not be sustained in the future. # Domestic Price of Gold. Data as of 31st August 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)
-9.72% -10.27% 14.61% 15.86% 7.56% 8.29%
Quantum Gold Savings Fund–
Regular Plan (Gr)
-9.81% -10.27% 14.48% 15.86% NA NA
Past performance may or may not be sustained in the future. # Domestic Price of Gold. Data as of 31st August 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
27. 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)
57.55% 60.09% NA NA NA NA
Quantum India ESG Equity Fund –
Regular Plan (Gr)
56.44% 60.09% NA NA NA NA
Past performance may or may not be sustained in the future. Data as on 31st August 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 Multi Asset Fund of Funds* –
Direct Plan (Gr)
13.75% 18.69% 9.51% 12.65% 8.57% 11.41%
Quantum Multi Asset Fund of Funds* –
Regular Plan (Gr)
13.33% 18.69% 9.23% 12.65% 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 August 2021. # Indicates CRISIL Composite
Bond Fund Index (20%) + S&P BSE SENSEX Total Return Index (40%) + CRISIL Liquid Index (25%) + Domestic price of Gold (15%). It is a customized index and it is rebalanced daily 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. Mr. Nilesh Shetty
manages 2 schemes of the Quantum Mutual Fund.
Quantum Multi Asset Fund of Funds
Mr. Chirag Mehta Co-managing along with Mr. Nilesh Shetty effective from July 11, 2012.
Other Schemes managed by Mr. Chirag Mehta
33. 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
34. 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.
15th September 2021
Mutual fund investments are subject to market risks, read all scheme related documents carefully.