Quantum Mutual Fund: AUM, Schemes, Leadership & Top Funds
Quantum Mutual Fund manages ₹3,514.41 crore across 15 schemes. See its history, leadership, oldest schemes and top funds with returns and risk data.
Quantum Mutual Fund is managed by Quantum Asset Management Company Pvt Ltd, a wholly-owned subsidiary of Quantum Advisors Private Ltd. It manages ₹3,514.41 crore across 15 schemes and has operated for 21 years. This guide covers its background, oldest schemes and its top 10 funds with returns and risk data.
Key takeaways
- Quantum Mutual Fund manages ₹3,514.41 crore across 15 schemes and was incorporated on 19 September 2005.
- The mutual fund is registered with SEBI under the code MF/051/05/02.
- Chirag Mehta is Chief Investment Officer, Seemant Shukla is CEO and Jimmy Patel is Managing Director.
- Its oldest schemes include the Quantum Long Term Equity Value Fund (launched 13 March 2006) and the Quantum Liquid Fund (launched 7 April 2006).
- Its top 10 funds span gold, debt, hybrid, equity, ELSS and liquid categories.
What is Quantum Mutual Fund?
Quantum Asset Management Company Pvt Ltd is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882, and the mutual fund is registered with SEBI under the code MF/051/05/02.
Quantum Mutual Fund is a wholly-owned subsidiary of Quantum Advisors Private Ltd, a SEBI-registered portfolio manager (registration code INP000000187). Quantum Advisors is also an Investment Adviser with the U.S. Securities and Exchange Commission and serves as a Restricted Portfolio Manager with the Autorité des marchés financiers, the Ontario Securities Commission and the British Columbia Securities Commission.
Who owns Quantum?
Ajit Dayal, the founder, holds 50.8% of the company's shares. The remaining 49.2% is held by HWIC Asia, which provides investment management services only to insurance and reinsurance subsidiaries of Fairfax Financial Holdings Limited (FFHL) and is itself a wholly-owned subsidiary of FFHL.
Founded in 1990, Quantum Investors is India's first institutional equity research firm, known for consistently applied valuation metrics and a mix of quantitative and qualitative analysis.
Quantum Mutual Fund: key information
| Field | Detail |
|---|---|
| Total AUM | ₹3,514.41 crore |
| Number of schemes | 15 |
| AMC age | 21 years |
| Incorporation date | 19 September 2005 |
| Sponsors | Quantum Advisors Private Ltd |
| Trustee organisation | Quantum Trustee Company Private Limited |
| Trustees | Ameet Navichandra Patel, Kaiwan Kalyani Walla, Homi Adi Katgara, Shilpa Desai |
| CIO | Chirag Mehta(Chief Investment Officer) |
| MD | Mr. Jimmy Patel |
| CEO | Seemant Shukla(Chief Executive Officer), Jimmy A Patel(Managing Director) |
| Compliance officer | Mr. Malay Vora |
| Address | 1st floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate Mumbai 400020 |
What are Quantum's oldest schemes?
According to the fund house's overview, a few of its oldest schemes are:
- Quantum Long Term Equity Value Fund: an equity scheme launched on 13 March 2006, with an average AUM of ₹1,785.69 crore as of 31 March 2021.
- Quantum Liquid Fund: an open-ended liquid scheme launched on 7 April 2006, with an average AUM of ₹275.41 crore as of May 2019.
- Quantum Tax Saving Fund: an open-ended ELSS launched on 23 December 2008, with a statutory 3-year lock-in and tax benefits under Section 80C. Its average AUM was ₹78.90 crore as of May 2019.
- Quantum Equity Fund of Funds: an open-ended domestic fund of funds launched on 20 July 2009, with an average AUM of ₹37.84 crore as of May 2019.
- Quantum Dynamic Bond Fund: an open-ended debt fund launched on 19 May 2015, with an average AUM of ₹58.33 crore as of May 2019.
These AUM figures are as of the dates stated and may differ from current levels.
Top 10 Quantum Mutual Funds ranked by an internal score
These are the fund house's top 10 funds, ranked by Invo Wealth's internal fund-quality score. The score itself is not shown, only the return and risk numbers behind it. A "--" means the fund has not completed that period or the data is unavailable.
Returns across 6 months to 5 years
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Quantum Gold ETF FOF | Fund of Funds (FoF) | -8.03% | 43.08% | 36.10% | 25.28% |
| Quantum Dynamic Term Fund | Dynamic Bond Fund | 3.19% | 3.47% | 6.44% | 5.91% |
| Quantum Multi Asset Active FOF | Fund of Funds (FoF) | -0.39% | 6.61% | 11.28% | 9.56% |
| Quantum Diversified Equity All Cap Active FOF | Fund of Funds (FoF) | 5.70% | 2.53% | 11.44% | 9.69% |
| Quantum ELSS Tax Saver Fund | ELSS (Tax Saver) Fund | -3.06% | -4.85% | 9.28% | 9.19% |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND | Sectoral/Thematic Fund | 5.82% | -3.80% | 7.22% | 6.52% |
| Quantum Value Fund | Value Fund | -2.97% | -4.89% | 9.38% | 9.19% |
| Quantum Nifty 50 ETF FOF | Fund of Funds (FoF) | -4.96% | -2.41% | 7.88% | -- |
| Quantum Liquid Fund | Liquid Fund | 6.18% | 5.87% | 6.45% | 5.90% |
| QUANTUM SMALL CAP FUND | Small Cap Fund | 34.77% | 10.15% | -- | -- |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Risk and consistency metrics
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Quantum Gold ETF FOF | INF082J01358 | 24.10% | 25.79% | -24.58% | 1.60 |
| Quantum Dynamic Term Fund | INF082J01218 | 6.12% | 2.85% | -1.76% | -0.29 |
| Quantum Multi Asset Active FOF | INF082J01341 | 10.59% | 7.97% | -9.61% | 0.75 |
| Quantum Diversified Equity All Cap Active FOF | INF082J01275 | 14.97% | 15.94% | -16.84% | 0.38 |
| Quantum ELSS Tax Saver Fund | INF082J01366 | 15.05% | 14.70% | -17.03% | 0.22 |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND | INF082J01390 | 11.97% | 16.14% | -21.46% | 0.02 |
| Quantum Value Fund | INF082J01242 | 15.10% | 14.78% | -17.15% | 0.23 |
| Quantum Nifty 50 ETF FOF | INF082J01424 | 12.13% | 14.83% | -15.49% | 0.09 |
| Quantum Liquid Fund | INF082J01309 | 5.65% | 0.24% | 0.00% | -7.98 |
| QUANTUM SMALL CAP FUND | INF082J01440 | 7.00% | 17.37% | -18.76% | 0.25 |
The Quantum Liquid Fund shows volatility of 0.24%, while the Quantum Gold ETF FOF shows 25.79% and a max drawdown of -24.58%. Sortino ratio measures return relative to downside risk, so compare it within a category rather than across debt and equity funds.
How to invest in Quantum Mutual Fund
You can invest online through the fund house's website or a platform of your choice. Sign up on Invo Wealth, get complete portfolio insights and start investing in mutual funds that actually suit you.
Conclusion
Quantum Mutual Fund pairs a small, 15-scheme line-up with a long research heritage. Compare each fund's returns, volatility and drawdown with your goals before investing.
Frequently asked questions
How do I start an SIP in Quantum Mutual Fund online?
You can start an SIP online through Invo Wealth, or through the fund house's website or any other online platform or mobile app. Choose a scheme, set the amount and begin.
How do I calculate a Quantum Mutual Fund SIP?
An SIP calculation takes into account your investment amount, the SIP tenure, the number of instalments already paid and the expected interest rate.
How do I redeem a Quantum Mutual Fund investment?
Offline, visit the nearest fund house office and submit a form. Online, sign in with your folio number on the official website, or redeem through any online portal where you invested.
Can I increase my Quantum Mutual Fund SIP amount?
Yes, through a step-up or top-up SIP, which most fund houses now offer. Check with the fund house first and use a step-up calculator to decide the new amount.
How do I stop a Quantum Mutual Fund SIP online?
Place a Cancel SIP request at any time. Log in to the fund house's website with your folio number, contact your agent, or use the platform where you invested.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).