Quantum Mutual Fund
Quantum Mutual Fund is a Mumbai-based SEBI-regulated asset management company offering 14 mutual fund schemes across equity, debt, gold, and multi-asset categories to Indian retail investors, distributors, RIAs, and digital investment platforms through direct and partner channels.
- Company typePrivate
- Founded2006
- HeadquartersMumbai, India
- Headcount251–500
- GTM typeB2C
- OfferingServices
What Quantum Mutual Fund does
Quantum Mutual Fund, operated through Quantum Asset Management Company Private Limited, is a Mumbai-based SEBI-regulated asset management company. The AMC entity was established in 2006, with sponsor lineage tracing to Quantum Advisors Pvt. Ltd. (founded 1990 by Ajit Dayal as India's first institutional equity research house). The firm offers 14 mutual fund schemes spanning equity, debt, gold, and multi-asset categories, serving primarily Indian retail investors via a direct-to-consumer online platform (secure.quantumamc.com), ARN-based distributors, RIAs, and digital investment platforms including Zerodha Coin, Groww, Kuvera, Paytm Money, and ETMoney.
The product suite comprises actively managed equity funds (Quantum Value Fund, Quantum Ethical Fund, Quantum Small Cap Fund, Quantum ESG Best In Class Strategy Fund, Quantum ELSS Tax Saver Fund), index/ETF products (Quantum Nifty 50 ETF, Quantum Nifty 50 ETF FOF), multi-asset solutions (Quantum Multi Asset Allocation Fund, Quantum Multi Asset Active FOF), gold products (Quantum Gold ETF and Quantum Gold ETF FOF), and debt funds (Quantum Dynamic Term Fund, Quantum Liquid Fund). Proprietary research technology includes the Upside Potential Chart (estimating portfolio value 24 months forward, published monthly since April 2006), the Integrity Screen (scoring -70 to +30 on ethical and fundamental factors), the Ethical Compliance Screening Framework, and GARP-based stock selection for the Small Cap Fund. The firm operates from a single Mumbai headquarters with approximately 234 employees.
Quantum's revenue model is fee-based AUM management, collecting Total Expense Ratios (TER) ranging from 0.03% on the Gold ETF FOF to 1.12% on the Value Fund. Distribution infrastructure includes SEBI-validated UPI (quantum.mf@valididfc), WhatsApp/SMS investing, Digilocker integration, and stock exchange listings (BSE/NSE) for ETFs. Performance signals include Quantum Value Fund's 12.91% CAGR over 20 years (11.01x portfolio growth) and Quantum Gold Savings Fund's 37.48% XIRR over a 5-year SIP horizon. Seemant Shukla was appointed CEO effective April 1, 2025, and four schemes were rebranded on June 29, 2026 to align product naming with ETF/FOF structure.
Quantum Mutual Fund firmographics
Firmographics- Name
- Quantum Mutual Fund
- Legal name
- Quantum Asset Management Company Private Limited
- Website
- https://quantumamc.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Quantum Mutual Fund is a Mumbai-based SEBI-regulated asset management company offering 14 mutual fund schemes across equity, debt, gold, and multi-asset categories to Indian retail investors, distributors, RIAs, and digital investment platforms through direct and partner channels.
- Ownership category
- akta.pro rank
Quantum Mutual Fund industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Sector & Thematic Mutual Funds (FSAAAEAJ)
- akta.pro secondary industries
- Index Mutual Funds (Non-ETF) (FSAAAEAE), Fixed Income Mutual Funds (FSAAAEAB)
Keywords
Where Quantum Mutual Fund is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Quantum Mutual Fund business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain
Revenue model
- Management Fees / Total Expense Ratio (TER): Quantum AMC generates revenue through management fees charged as a percentage of Assets Under Management (AUM). The TER varies by fund type - ETFs have lower expense ratios (0.03% to 0.55%) while actively managed funds have higher TER (0.50% to 1.12%). Direct plans have lower TER compared to Regular plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quantum Value Fund - Direct Plan with 0.92% Base TER and 1.12% Total TER |
| Subscription | Annual | Quantum Ethical Fund - Direct Plan with 0.64% Base TER and 0.88% Total TER |
| Subscription | Annual | Quantum Small Cap Fund - Direct Plan with 0.59% Base TER and 0.83% Total TER |
| Subscription | Annual | Quantum Gold ETF - Single expense structure with 0.47% Direct TER and 0.55% Regular TER |
| Subscription | Annual | Quantum Nifty 50 ETF FOF - Direct Plan with 0.05% Base TER and 0.07% Total TER |
| Subscription | Annual | Quantum Gold ETF FOF - Direct Plan with 0.03% Base TER and 0.06% Total TER |
| Subscription | Annual | Quantum Dynamic Term Fund - Direct Plan with 0.50% Total TER |
Go-to-market motion4 records
Distribution channels8 records
Marketing channels9 records
Quantum Mutual Fund product offering
Product offeringCore offering
Quantum Mutual Fund (Quantum Asset Management Company Private Limited) is a SEBI-registered Indian asset management company that offers 14 mutual fund schemes across equity, debt, gold, and multi-asset categories, including actively managed equity funds, index/ETF products, tax-saving (ELSS) funds, gold ETFs and FoFs, and dynamic debt and liquid funds. Investors can access schemes through the company's direct online platform, BSE/NSE exchange listings (for ETFs), ARN-based distributor networks, RIAs, and partner digital investment platforms such as Zerodha Coin, Groww, and Kuvera, with payment supported via SEBI-validated UPI, net banking, and payment aggregators.
Product overview
Quantum Mutual Fund offers 14 mutual fund products across equity, debt, and gold asset classes. The product lineup includes actively managed equity funds (Quantum Value Fund, Quantum Ethical Fund, Quantum Small Cap Fund, Quantum ESG Best In Class Strategy Fund, Quantum ELSS Tax Saver Fund), index products (Quantum Nifty 50 ETF, Quantum Nifty 50 ETF FOF), multi-asset solutions (Quantum Multi Asset Allocation Fund, Quantum Multi Asset Active FOF), gold products (Quantum Gold ETF, Quantum Gold ETF FOF), and debt funds (Quantum Dynamic Term Fund, Quantum Liquid Fund). The company promotes a proprietary 12|20:80 Asset Allocation Strategy that recommends 12 months of emergency expenses in liquid funds, 20% allocation to gold ETFs, and 80% to diversified equities. Products are available through direct plans on their website, stock exchanges (BSE/NSE), and via UPI/payment aggregator integrations.
Differentiator
Problem solved
Functional benefit
Products and services
- Quantum Value Fund An open-ended equity scheme following a value investment strategy, investing in attractively priced stocks with a focus on long-term capital appreciation. Maintains a focused portfolio of 25-40 stocks across market capitalizations, sector agnostic. Managed since March 2006; Direct Plan TER 1.12%, Base TER 0.92%; Asset size Rs 1,111.08 Crore as of May 31, 2026.
- Quantum Ethical Fund An open-ended equity scheme following an Ethical Theme, investing in companies meeting an ethical set of principles with the objective of achieving long-term capital appreciation. Uses Quantum's proprietary integrity framework with ethical and Shariah screening. Direct Plan - Growth Option; Inception NAV Rs 9.95 (Dec 20, 2024); Total TER 0.88%.
- Quantum Small Cap Fund An open-ended equity scheme predominantly investing in small cap stocks with a high-conviction, adequately diversified portfolio of 25-60 quality small cap companies. Prioritizes liquidity with minimum Rs 2 crore average daily value in all stocks. Uses GARP-based stock selection with 5-year projections and 180-day review cycle. Minimum SIP Rs 100 (Daily) and Rs 500 (Weekly, Fortnightly, Monthly, Quarterly); Direct Plan TER 0.83%.
- Quantum ESG Best In Class Strategy Fund An open-ended equity scheme investing in companies following Environment, Social, and Governance (ESG) theme assessed through a Best In Class Strategy. Invests in sustainable businesses focused on conserving environment, positively impacting communities, and conducting business ethically.
- Quantum ELSS Tax Saver Fund An open-ended Equity Linked Saving Scheme (ELSS) that helps investors save tax under Section 80C of the Income Tax Act while building long-term wealth through equity investments. Subject to a 3-year lock-in period. Generated Rs 123,440 from Rs 10,000 investment since inception (Dec 2008 to Jun 2026) at 15.41% CAGR.
- Quantum Diversified Equity All Cap Active FOF An open-ended Fund of Funds scheme investing in diversified equity schemes across all market caps. Provides a basket of 5-10 well-researched diversified equity schemes with only one NAV to track. Delivered 13.46% CAGR since inception (Jul 2009) with Rs 85,067 from Rs 10,000.
- Quantum Nifty 50 ETF An open-ended scheme replicating/tracking the Nifty 50 Index. A replica of the NIFTY 50 with stocks forming part of NIFTY 50 in the same proportion and weightage. Listed on NSE (QNIFTY) and BSE (590110).
- Quantum Nifty 50 ETF FOF An open-ended fund of fund scheme investing in units of Quantum Nifty 50 ETF, offering the efficiency of an ETF with the convenience of an Index Fund. No demat account required; first-of-its-kind Nifty 50 ETF wrapper fund. Direct Plan Total TER 0.07%; Asset size Rs 34.57 Crore.
- Quantum Multi Asset Allocation Fund A fund that diversifies the portfolio across three major asset classes: Equity, Debt, and Gold to reduce dependence on a single asset class and deliver better risk-adjusted returns over the long run. Actively managed with periodic rebalancing by fund managers.
- Quantum Gold ETF An open-ended scheme replicating/tracking gold. Invests in physical gold offering an innovative and cost-efficient way to invest without making charges or storage hassles. Each unit approximately equals the price of 1/100th of 1 gram of gold. Listed on NSE (QGOLDHALF) and BSE (590099). Monthly physical audits and annual purity certification. Direct TER 0.47%, Regular TER 0.55%.
- Quantum Gold ETF FOF An open-ended Fund of Funds scheme investing in units of Quantum Gold ETF. Enables investors to invest in a Gold ETF using SIP mode without requiring a demat account. Inception May 19, 2011; Asset size Rs 537.67 Crore; Direct Plan Total TER 0.06%.
- Quantum Dynamic Term Fund An open-ended dynamic debt scheme investing across duration with relatively high interest rate risk and relatively low credit risk. Actively managed with focus on safety, liquidity, and returns, investing in high quality debt and money market instruments with concentration on government securities and AAA/AA rated PSU bonds. Total TER 0.50%; Asset size Rs 84.92 Crore.
- Quantum Liquid Fund A liquid fund designed for parking short-term funds with safety and liquidity. Part of the 12|20:80 asset allocation strategy's safety block for emergency funds.
- Quantum Multi Asset Active FOF An open-ended Fund of Funds scheme investing in Equity-oriented schemes, Debt-oriented schemes, and Gold-based schemes. Dynamically allocates across asset classes based on a proprietary model considering economic factors and valuations.
Quantifiable outcome
- Quantum Value Fund delivered 12.91% CAGR over 20 years with portfolio growth of 11.01 times, closely matching estimated 13.60% CAGR
- +4 more outcomes
Companies that use Quantum Mutual Fund
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
Quantum Mutual Fund technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature4 records
Quantum Mutual Fund partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered historical, operational, minor and core.
- Hansberger GlobalhistoricalHansberger Global was a partnership established from 1997-2004 during Quantum's early years, providing international investment expertise and global market perspectives to the Indian asset management operations.
- KFin Technologies LimitedoperationalKFin Technologies Limited serves as the collection centre and registrar for Quantum Mutual Fund, handling investor transactions, documentation processing, and operational support for mutual fund operations.
- World Gold CouncilminorWorld Gold Council partnered with Quantum AMC for investor education events on gold investing, including a joint event in Delhi focused on gold market outlook and investment opportunities.
- Digital Distribution PartnerscoreQuantum AMC partners with digital-first investment platforms including Zerodha Coin, Groww, Kuvera, Paytm Money, ETMoney, and Black by Cleartax to provide accessible mutual fund investment options to retail investors without demat account requirements.
- Traditional Distribution PartnerscoreMajor financial distribution partners including Funds India, HDFC Securities, AngelOne, Wealth Financial Products Distributor Network, Prudent Money Through Wisdom, and ICICI Direct provide ARN-based distribution services for Quantum Mutual Fund schemes.
Scale indicators10 records
Recent moves10 records
Expansion highlights6 records
Quantum Mutual Fund competitors and assessment
Company assessmentDirect peers
- PPFAS Mutual Fund (Parag Parikh Financial Advisory Services): India's most direct peer — a value-oriented, philosophy-led AMC known for concentrated portfolios and a long-term, research-driven approach, mirroring Quantum's Value Fund and ethical/quality tilt in the same investor segment.
- DSP Mutual Fund: Long-standing Indian AMC with a similarly value-tilted, research-driven investment culture and comparable active equity and balanced fund offerings that appeal to thoughtful retail investors.
Broad incumbents
- SBI Mutual Fund: India's largest AMC by aggregate AUM, with a full equity/debt/passive product suite and the deepest pan-India distribution including the SBI branch network — a benchmark scale peer for Quantum.
- Axis Mutual Fund: Established Indian AMC with a wide product range including active equity, debt, and ETFs. Competes with Quantum in retail equity and hybrid funds across direct and partner channels.
- Aditya Birla Sun Life Mutual Fund: Large pan-India AMC with broad equity, debt, hybrid, and passive products, competing for retail and HNI flows against Quantum's product suite.
- Nippon India Mutual Fund: Top-tier Indian AMC with diversified equity, debt, and passive offerings. Competes with Quantum across active equity and FoF categories and is a key distribution and mindshare competitor.
- ICICI Prudential Mutual Fund: One of India's largest AMCs offering a broad product suite across equity, debt, hybrid, and ETF categories. Overlaps with Quantum's multi-asset and equity offerings but at vastly larger scale and broader distribution.
- Kotak Mahindra Mutual Fund: Large Indian AMC with diversified offerings and a strong banking-led distribution network; overlaps with Quantum in active equity and multi-asset categories.
- HDFC Mutual Fund: India's largest AMC by AUM with a comprehensive product lineup and deep distribution. Competes with Quantum for retail SIPs and institutional mandates, but at a multiple of Quantum's scale.
Emerging players
- Mirae Asset Mutual Fund: Fast-growing Indian AMC with strong ETF and equity franchises. Relevant emerging peer for Quantum's ETF, FOF, and active equity products, particularly in digital and retail channels.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Quantum Mutual Fund social profiles
Digital presenceQuantum Mutual Fund financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quantum Mutual Fund leadership team
Management profileNumber of profiles
Profiles19 records
Quantum Mutual Fund funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quantum Mutual Fund M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quantum Mutual Fund
What does Quantum Mutual Fund do?
Quantum Mutual Fund (Quantum Asset Management Company Private Limited) is a SEBI-registered Indian asset management company that offers 14 mutual fund schemes across equity, debt, gold, and multi-asset categories, including actively managed equity funds, index/ETF products, tax-saving (ELSS) funds, gold ETFs and FoFs, and dynamic debt and liquid funds. Investors can access schemes through the company's direct online platform, BSE/NSE exchange listings (for ETFs), ARN-based distributor networks, RIAs, and partner digital investment platforms such as Zerodha Coin, Groww, and Kuvera, with payment supported via SEBI-validated UPI, net banking, and payment aggregators.
Is Quantum Mutual Fund a public or private company?
Quantum Mutual Fund is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Quantum Mutual Fund founded?
Quantum Mutual Fund was founded in 2006. It employs 251 to 500 people.
Where is Quantum Mutual Fund based?
Quantum Mutual Fund is headquartered in Mumbai, India, in the Asia region.
How does Quantum Mutual Fund make money?
One revenue line is on record: management Fees / Total Expense Ratio (TER).
Who are Quantum Mutual Fund's main competitors?
Direct peers on record are PPFAS Mutual Fund (Parag Parikh Financial Advisory Services) and DSP Mutual Fund. Broad incumbents are SBI Mutual Fund, Axis Mutual Fund, Aditya Birla Sun Life Mutual Fund, Nippon India Mutual Fund, ICICI Prudential Mutual Fund, Kotak Mahindra Mutual Fund and HDFC Mutual Fund. Mirae Asset Mutual Fund is listed as an emerging player.
Does Quantum Mutual Fund have an API?
No public API is recorded for Quantum Mutual Fund.
What industry is Quantum Mutual Fund in?
Quantum Mutual Fund's product category is Asset Management. Its primary akta.pro industry code is FSAAAEAJ, Sector & Thematic Mutual Funds, with a secondary code of FSAAAEAE, Index Mutual Funds (Non-ETF). Its NAICS code is 523940 and its SIC code is 6282.