Quant Mutual Fund

Quant Money Managers Limited is one of the country’s most trusted and oldest Asset Management Companies that has over 22 years’ worth of experience in the industry. Quant Mutual Fund was established in the year 1996. 

Quant Mutual Fund takes pride in its intrinsic, active, and dynamic style of money management, which prompts them to generate alpha while keeping its investors’ money safe and secure. One of the best things about Quant Money Managers Limited is its interest in having a diverse set of mutual funds that suit the interest of investors of varied sizes and capabilities.

Best Quant Mutual Funds

Fund Name
Category
Rating
Fund Size (in Cr)
1Y Returns
3Y Returns
5Y Returns
Quant Small Cap Fund Equity 5 2,355 13.0 56.1 24.5
Quant Infrastructure Fund Equity 5 778 18.3 43.0 23.1
Quant Tax Plan- Direct Growth Equity 5 2,126 17.5 42.5 24.5
Quant Mid Cap Fund Equity 5 964 21.0 40.0 22.3
Quant Flexi Cap Fund Equity 5 711 14.2 39.9 20.0
Quant Active Fund Equity - 3,221 14.3 38.1 23.2
Quant Absolute Fund Hybrid 5 761 17.7 33.1 20.5
Quant Multi Asset Fund Hybrid 5 428 17.2 32.2 21.6
Quant Large and Mid Cap Fund Equity 5 366 15.6 28.7 15.8
Quant Focused Fund Equity 5 160 10.6 25.4 14.7
Quant Liquid Plan – Direct Growth Debt 5 1,107 4.8 4.8 5.8
Quant Value Fund Equity - 553 18.7 - -
Quant Quantamental Fund Equity - 151 26.0 - -
Quant Overnight Fund Debt - - - - -
Quant Large Cap Fund Equity - 259 - - -
Quant ESG Equity Fund Equity - 129 20.6 - -

According to the top management of Quant Money Managers Limited, its “predictive analysis” is what has prompted them to sail through all these 22 years amidst varied and adverse market situations and emerge as the winner always. Their robust asset allocation coupled with innovative products, a keen interest in behavioral science, and deep market research of the dynamic macroeconomic environment has been the key to generating and managing a diverse portfolio of investors for the last two decades and more.

On December 1, 1995, Quant Money Managers Limited, famously known as QMML, was incorporated. Later on October 30, 2017, it was approved to act and work as an Asset Management Company by SEBI. As per the terms and conditions dictated by the Investment Management Agreement, Quant Money Managers Limited has been appointed by the Trustee Company to manage mutual funds. 

As a mutual fund company, Quant Money Managers Limited is known for its wide variety of products suited to all kinds of investors. Their mutual fund range varies from equity and debt to hybrid and tax-saving categories. Some of the famous products they offer are the Quant Absolute Fund, Quant Active fund, Quant Midcap and Large Fund, Quant Focused Fund, Quant Dynamic Bond Fund, and Quant Tax plan, among a plethora of other mutual funds.

In fact, in the last two decades, Quant Mutual Fund has emerged successful in providing financial management services that utilize its intelligent cross-market and cross-asset investment tactics to create wealth for its customers/investors. Their efficiency in market management, keen market research, and wealth distribution has been formed upon solid expertise derived from their sponsor, Quant Capital Finance and Investment Pvt. Ltd. 

Quant AMC Ltd Key Information

Mutual Fund Quant Mutual Fund
Founded April 15, 1996
Incorporated  December 1, 1995
Sponsors Quant Capital Finance And Investments Pvt. Ltd.
Trustee Quant Capital Trustee Ltd.
M.D. & CEO Sandeep Tandon
Investor Service Officer Shivin Kumar
Compliance Officer Drishti Shah
Custodians HDFC Bank Ltd.

Quant Mutual Fund Managers

Anupam Saxena – National Sales Manager

Anupam has over 20 years of experience in the mutual fund industry. He completed his postgraduate studies in management from SIESCOMS, a certificate program in business strategy from IIM Kozhikode, and was part of the Ruth Cohn leadership program at the Tata Institute of Fundamental Research. Before joining Quant, Anupam worked at major mutual fund companies, including DSP Blackrock MF, LIC MF, and Motilal Oswal MF. Anupam assumes various responsibilities in sales, business development, and internal training programs.

Surendra S. Yadav – Chief Business Officer-Wealth & Management Investors

Surendra has over two decades of experience in sales and business development. His latest assignment was in Sundaram Asset Management, where he held the position of Senior Vice President and National Head of Sales; He managed the sales and distributions in MFDs, national distributors, and banks. Surendra also has the experience of working with Strategic Capital Corporation Pvt. Srl and India Infoline Distribution Company Ltd. He holds a business degree and an MBA specialising in marketing. 

Shardul Gusain – Head of Investor Relations

Shardul joined Quant group in 2017. He played a key role in the Customer Service and Investor Relations department. Today, he is engrossed in contact centre operations and the handling of investor inquiries. In summary, Shardul makes sure your interaction with Quant goes smoothly!

Sagar Shah – Compliance Officer and Corporate Secretary

Sagar is a process-oriented compliance officer with a diverse background in corporate, brokerage, and NBFC. He is a qualified company secretary (ACS). In addition to writing letters and ensuring Quant complies with all relevant regulations, he is passionate about setting up and overseeing processes to embed regulatory policies into internal processes.

Varun Pattani

Varun thrives on providing a new approach to risk management. He has completed all levels of Chartered Accountancy at the Institute of Chartered Accountants of India (ICAI). In Quant, Varun focuses on industry and inventory research, macro analysis, and the implementation of FinTech in the organization. He has a great passion for the financial markets and believes in research-based investments that help find sustainable business models.

Mr. Sanjeev Sharma

One of the pioneering figures in the contemporary finance and money management industry, Mr. Sanjeev Sharma is credited with experience of over 17 years in the banking and finance industry and has a noted specialization in Financial Risk and Risk Management. He is the current Money Manager – Debt Analytics at Quant Mutual Fund, where he has been working since 2005 in various portfolios.

Mr. Sharma has an M.Com degree and a P.G. Diploma in Business Administration (Finance) from Pune’s Symbiosis Institute. He is also a certified treasury manager, having received credible degrees in Risk Mitigation and Forex Management from the London Academy of Professional Education.

Mr. Vasav Sahgal

One of Quant Mutual Fund’s youngest but most dynamic money managers, Mr. Vasav Sahgal is a Money Manager – Valuation Analytics – and has experience in investment analytics across fixed income and equity products. Mr. Sahgal has a B.Com. degree from Jai Hind College and later completed the three-year Chartered Financial Analyst course. 

Mr. Harshal Patel

The Chief Financial Officer of Quant Mutual Fund, Mr. Patel is one of the youngest CFO’s in India’s mutual fund sector today. Backed with an experience of over a decade in the finance, accounts, and taxation industry, Mr. Patel is a certified Chartered Accountant. He joined the AMC as an official in the Finance and Accounts team and thereafter escalated many portfolios to become the CFO.  

Mr. Ankit A. Pande

Mr. Ankit Pande, one of the most important figures in Quant Money Managers Ltd., is working as a Money Manager – Valuation Analytics. Backed with an experience of over ten years in the industry, Mr. Pande started his career with Infosys Finacle. As a technology analyst, Mr. Pande was awarded the Thomson Reuters StarMine Analysts award in 2014 for top ‘Industry Stock Picker’ in I.T.

Mr. Pande has a B.E. in Electronics and Telecommunication from Pune University and pursued his MBA later from the Chinese University in Hong Kong, where he was placed on the Dean’s List for outstanding academic performance. He was further inducted as a lifetime member of the global Beta Gamma Sigma (BGS) Honor Society. He also holds a CFA degree from the CFA Institute in the USA. 

How to Invest in the Quant Mutual Fund?

Investing in Quant mutual funds is quite convenient and easy. You can either invest in Quant mutual funds through their official website/app or through the 5Paisa platform, one of the country’s largest investment platforms. You simply have to follow a few basic steps to get your investment operational:

Step 1: You can visit 5Paisa’s official website or app and login into your 5Paisa account.

Step 2: Search mutual fund Quant programs and compare all available mutual funds and plans listed in AMC.

Step 3: You can compare different types of investments, funds, risks, and returns and pick the most suitable according to your preferences, investment needs, and risk appetite.

Step 4: After you select the most lucrative investment, you can start a SIP. In this systematic investment plan, a monthly payment of the recorded amount is debited from your bank account every month. You can also initiate a lump sum investment, a one-time investment you make in your Quant fund.

Step 5: Enter the amount you wish to invest and make payment by clicking the Invest Now button.

Step 6: It takes 3-4 business days for your payment to be processed, after which your investment will appear in your investment portfolio. You can also make future investments in the same portfolio and add more funds as you wish.

Top 10 Quant Mutual Funds to Invest

The Plan’s investment objective is to achieve capital appreciation by investing primarily in a well-diversified portfolio of stocks with growth potential. Any dividends and other income may supplement this income.

Type of plan: Variable capital stock savings plan with a statutory vesting period of 3 years and a tax advantage.

Benchmark Index – NIFTY 500 TRI

Plans

  • Regular
  • Direct

NAV – 218.72 As of 26-Jul-2022

 Fund Essentials

  • Minimum Investment Amount – 500
  • Minimum Investment for SIP – 500
  • Lock-In Period – 3 Years
  • AUM – Rs. 1370Cr
  • Entry Load – Nil
  • Exit Load – NIL (Lock-in of 3 years being ELSS)
  • Inception Date – March 2000
  • Category of Scheme – ELSS
  • Fund Manager – Ankit Pande, Vasav Sahgal

Fund Performance

  • 3 years – 36.84%
  • 5 years – 21.99%
Min Investment Amt ₹500
AUM ₹2,126 Cr
1Y Returns 17.5%

Quant Infrastructure Fund

The plan’s primary investment objective is to generate capital appreciation and provide long-term growth opportunities by investing in a portfolio of infrastructure-focused companies. There is no guarantee that the investment objective of the Plan will be achieved.

Type of plan – Thematic – An open-ended sharing plan based on the infrastructure theme.

Benchmark Index – Nifty Infrastructure Index

Plans

  • Regular
  • Direct

NAV – 20.87 As of 26-Jul-2022

 Fund Essentials

  • AUM – Rs. 540 Cr
  • Minimum Investment Amount – 5000
  • Minimum Investment for SIP – 1000
  • Lock-In Period – Nil
  • Inception Date – September 2007
  • Fund Manager – Ankit Pande, Vasav Sahgal
  • Load Structure – Entry Load – Nil
  • Exit Load – 0.5%, if redeemed or switched out on or before completion of 3 months or 90 days from the date of allotments of units
  • Category of Scheme – Thematic

Fund Performance

  • 3 years – 36.44%
  • 5 years – 22.62%
Min Investment Amt ₹5,000
AUM ₹778 Cr
1Y Returns 18.3%

Quant Mid Cap Fund

The primary investment objective of the Plan is to provide capital appreciation and long-term growth opportunities by investing in a portfolio of mid-capitalization companies. There can be no assurance that the Plan’s investment objective will be achieved.

Type of Plan – Mid-Cap Fund – An open-ended equity plan that invests primarily in mid-cap stocks.

Benchmark Index – Nifty Mid Cap 150 Index

Plans

  • Regular
  • Direct

NAV – 120.82 As of 26-Jul-2022

AUM – Rs. 535 Cr

Fund Essentials

  • Minimum Investment – 5000
  • Minimum Investment for SIP – 1000
  • Lock-In Period – Nil
  • Exit Load – 0.5% *if redeemed or switched out on or before completion of 3 months or 90 days from the date of allotments of units
  • Category of Scheme – Mid Cap Fund
  • Inception Date – March 1998
  • Fund Manager – Ankit Pande, Vasav Sahgal, Sanjeev Sharma

Fund Performance

  • 3 years – 35.85%
  • 5 years – 20.35%
Min Investment Amt ₹5,000
AUM ₹964 Cr
1Y Returns 21.0%

Quant Multi Asset Fund

The regime’s main objective is to generate income and capital evaluation through investments in the government securities market. The goal is to generate yields proportional to at least the risk of credit in the effects created and published by the central government and/or by a government and/or repository/repository in the effects of the government that can be allowed by RBI.

Type – multi-activity allocation scheme: an open program that invests in equity, debts, and raw materials.

Benchmark Index – Composed of one-third Nifty 50 Index, one-third CRISIL Composite Bond Fund Index, and one-third INR price of Gold Future Near-Month price on MCX

Plans

  • Regular
  • Direct

NAV – 77.32 As of 26-Jul-2022

AUM – Rs. 309 Cr

Fund Essentials

  • Minimum Investment Amount – 5000
  • Minimum Investment for SIP – 1000
  • Lock-In Period – Nil
  • Exit Load – Nil
  • Category of Scheme – Multi Asset Allocation
  • Inception Date – Feb 2001
  • Fund Manager – Ankit Pande, Vasav Sahgal, Sanjeev Sharma

Fund Performance

  • 3 years – 28.6%
  • 5 years – 17.89%
Min Investment Amt ₹5,000
AUM ₹428 Cr
1Y Returns 17.2%

Quant Absolute Fund

The investment objective of the plan is to provide income/capital growth by investing primarily in equity and equity-related instruments with moderate exposure to debt and money market instruments. There is no guarantee that the investment objective of the Plan will be achieved.

Plan Type – Aggressive Hybrid Fund – An open hybrid plan that invests primarily in equities and equity-related instruments.

Benchmark Index – CRISIL Hybrid Aggressive Index

Plans

  • Regular
  • Direct

NAV – 279.36 As of 26-Jul-2022

Fund Essentials

  • Minimum Investment Amount – 5000
  • Minimum Investment for SIP – 1000
  • Lock-In Period – Nil
  • Exit Load – Nil
  • AUM – Rs. 437 Cr
  • Category of Scheme – Aggressive Hybrid Fund
  • Inception Date – March 2001
  • Fund Manager – Ankit Pande, Vasav Sahgal, Sanjeev Sharma

Fund Performance

  • 3 years – 28.26%
  • 5 years – 18.48%
Min Investment Amt ₹5,000
AUM ₹761 Cr
1Y Returns 17.7%

Quant Large and Mid Cap Fund

The main investment objective of the plan is to generate capital appreciation and provide long-term growth opportunities by investing in a portfolio of Large Cap and Mid Cap companies. There is no guarantee that the investment objective of the Plan will be achieved.

Plan Type – Large & Mid Cap Fund – An open-ended equity plan that invests in both large and mid-cap stocks.

Benchmark Index – Nifty Large Midcap 250 Index

Plans

  • Regular
  • Direct

NAV – 66.32 As of 26-Jul-2022

Fund Essentials

  • Minimum Investment Amount – 5000
  • Minimum Investment for SIP – 1000
  • Lock-In Period – Nil
  • Exit Load – Nil
  • AUM – Rs. 155 Cr
  • Category of Scheme – Large & Mid Cap Fund
  • Inception Date – December 2006
  • Fund Manager – Ankit Pande, Vasav Sahgal, Sanjeev Sharma

Fund Performance

  • 3 years – 25.62%
  • 5 years – 13.84%
Min Investment Amt ₹5,000
AUM ₹366 Cr
1Y Returns 15.6%

Quantum Liquid Fund

The investment objective of the plan is to generate income through a portfolio of money market and debt instruments. There is no guarantee that the investment objective of the Plan will be achieved.

Pattern Type – Liquid Background – An open-type liquid pattern.

Benchmark Index – Crisil Liquid Fund Index

Plans

  • Regular
  • Direct

NAV – 34.14 As of 26-Jul-2022

Fund Essentials

  • Minimum Investment Amount -5000
  • Minimum Investment for SIP – 1000
  • Lock-In Period – Nil
  • Exit Load – Staggered Exit load for 6 days, from day 7 days onwards nil *Day 1 – 0.0070%”, Day 2 – 0.0065%”, Day 3 – 0.0060%”, Day 4 – 0.0055%”, Day 5 – 0.0050%”, Day 6 – 0.0045%”, Day 7 – Nil
  • AUM – Rs. 679 Cr
  • Category of Scheme – Liquid Fund
  • Inception Date – October 2005
  • Fund Manager – Sanjeev Sharma

Fund Performance

  • 3 years – 5.01%
  • 5 years – 5.93%
Min Investment Amt ₹5,000
AUM ₹541 Cr
1Y Returns 4.4%

Quant Small Cap Fund

The primary investment objective of the Plan is to provide capital appreciation and long-term growth opportunities by investing in a portfolio of small capitalization companies. There can be no assurance that the Plan’s investment objective will be achieved.

Type of Plan – Small Cap Fund – An open-ended stock plan that invests primarily in small-cap stocks.

Benchmark Index – Nifty Small Cap 250 Index

Plans

  • Regular
  • Direct

NAV – 121.90 As of 26-Jul-2022

Fund Essentials

  • Minimum Investment Amount – 5000
  • Minimum Investment for SIP – 1000
  • Lock-In Period – Nil
  • Exit Load – 1%*if redeemed or switched out on or before completion of 1 year (365 days) from the date of allotments of units
  • AUM – Rs. 1712 Cr
  • Category of Scheme – Small Cap Fund
  • Inception Date – November 1996
  • Fund Manager – Ankit Pande, Vasav Sahgal, Sanjeev Sharma

Fund Performance

  • 3 years – 44.25%
  • 5 years – 20.53%
Min Investment Amt ₹5,000
AUM ₹2,355 Cr
1Y Returns 13.0%

Quant Focused Fund

The primary investment objective of the Plan is to provide capital appreciation and long-term growth opportunities by investing in a targeted portfolio of large capitalization – “blue chip” – companies. There can be no assurance that the Plan’s investment objective will be achieved.

Program Fund Type – Large Cap – An open-ended share ownership plan investing in up to 30 large-cap stocks.

Benchmark Index – NIFTY 500 TRI

Plans

  • Regular
  • Direct

NAV – 52.44 As of 26-Jul-2022

Fund Essentials

  • Minimum Investment Amount – 5000
  • Minimum Investment for SIP – 1000
  • Lock-In Period – Nil
  • Exit Load – Nil
  • AUM – Rs. 97 CR
  • Category of Scheme – Focused Fund
  • Inception Date – August 2008
  • Fund Manager – Ankit Pande, Vasav Sahgal, Sanjeev Sharma
Min Investment Amt ₹5,000
AUM ₹160 Cr
1Y Returns 10.6%

Quant Quantamental Fund

The investment objective of the Plan is to achieve returns over the underlying benchmark over the medium to long term by investing in equity and equity-linked securities. The equity portfolio will be selected, weighted, and rebalanced using equity screening tools, factor-based scoring, and an optimization formula that aims to increase the portfolio’s exposure to factors that represent “good investment principles”, such as growth, value, and quality, within an increase in mitigation risk. However, there is no guarantee that the plan’s investment objective will be achieved.

Plan type – A permanent stock plan based on a Quant-based investment theme.

Benchmark Index – NIFTY 500 TRI

Plans

  • Regular
  • Direct

NAV – 11.70 As of 26-Jul-2022

Fund Essentials

  • Minimum Investment Amount – ₹ 5000/- and in multiples of ₹ 1/- thereafter
  • Minimum Investment for SIP – ₹ 1000/- and in multiples of ₹ 1/- thereafter
  • Lock-In Period – Nil
  • Exit Load – Nil
  • AUM – Rs. 75 Cr
  • Category of Scheme – Thematic – Quant
  • Inception Date – April 2021
  • Fund Manager – Sandeep Tandon, Ankit Pande, Vasav Sahgal, Sanjeev Sharma
Min Investment Amt ₹5,000
AUM ₹151 Cr
1Y Returns 26.0%

Frequently Asked Questions

The NAV is an investment fund’s present or the most recent value/market value. It is designated considering the total investments, liquidity, and any accrued income net of liabilities. The total is divided by the number of units in circulation.

Investments in specific investment funds, like ELSS or RGESS, have certain tax benefits. You must go through the offer documents before investing.

Quant offers 13 mutual funds in debt and equity classes. Therefore, investors should choose the most suitable fund for them. They can do this by aligning their goals and requirements with Quant’s mutual fund goals.

One can invest in Quant Mutual Fund online through 5Paisa. Alternatively, they can invest in Quant MF via the fund house’s website. In addition, you can also invest in Quant Mutual Fund via any other online platform or mobile application.

Established in 1996, Quant Mutual Fund is one of India’s oldest and most pioneering mutual funds, with over 22 years of experience in the country’s wealth management industry. At Quant Mutual, the team strives to generate significant investment opportunities while protecting the interests of investors through their dynamic style of money management. They have an active, absolute, and flexible trading philosophy, combined with multidimensional research and proprietary indicators, giving you the confidence to manage money with the agility needed in a changing macroeconomic environment.

Both Quant and Quantum mutual funds are different mutual fund companies. Quant is the new name of a former fund house, Escorts Asset Management. The transition happened when the fund house was taken over by another proprietor, which was run in a unique style thereafter in 2018-19. They are in no way related to Quantum Mutual Fund.

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