Best Quantum Mutual Fund Funds in 2025
Quantum Mutual Fund, managed by Quantum Asset Management Company Pvt. Ltd., is a leading investment firm in India. It is a wholly-owned subsidiary of Quantum Advisors Private Ltd., founded in 1990 as India’s first institutional equity research firm. The fund follows a disciplined approach to investing, combining quantitative and qualitative analysis. As of 30th September 2025, its AUM stands at ₹3,472.54 cr. Quantum Mutual Fund is backed by Ajit Dayal, who owns 50.8% of the company, with the remaining 49.2% held by HWIC Asia, a subsidiary of Fairfax Financial Holdings Limited (FFHL).
Top Quantum Mutual Funds
| Name | AUM (in ₹ cr.) | CAGR 5Y (%) | CAGR 3Y (%) | Expense Ratio (%) | NAV (₹ per unit) | Exit Load | Alpha | Volatility |
|---|---|---|---|---|---|---|---|---|
| Quantum Value Fund | 1205.56 | 18.49 | 17.38 | 1.1 | 133.71 | 2 | 4.04 | 10.95 |
| Quantum Liquid Fund | 517.62 | 5.54 | 6.75 | 0.15 | 36.03 | 0.01 | -0.06 | 0.07 |
| Quantum Gold Saving Fund | 328.87 | 19.42 | 32.35 | 0.03 | 48.1 | - | - | 16.99 |
| Quantum ELSS Tax Saver Fund | 224.18 | 18.56 | 17.4 | 0.89 | 133.29 | - | 4.13 | 10.94 |
| Quantum Small Cap Fund | 167.05 | - | - | 0.7 | 13.13 | 1 | 11.34 | 14.05 |
| Quantum Diversified Equity All Cap Active FOF | 132.39 | 17.58 | 16.33 | 0.51 | 87.36 | 1 | 6.97 | 12.3 |
| Quantum Dynamic Bond Fund | 118.12 | 6.38 | 8.09 | 0.51 | 22.19 | - | -0.22 | 2.4 |
| Quantum ESG Best In Class Strategy Fund | 105.71 | 15.67 | 14.15 | 0.75 | 25.82 | 1 | 4.05 | 12.91 |
| Quantum Ethical Fund | 83.15 | - | - | 0.75 | 10.06 | 1 | 9.99 | 12.2 |
| Quantum Multi Asset Active FoF | 71.76 | 11.51 | 13.47 | 0.1 | 36.7 | 1 | 2.38 | 5.22 |
Disclaimer: Please note that the above list of the Invesco India MF is for educational purposes only, and iDisclaimer: Please note that the above list of the Quantum Mutual funds is for educational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.
Note: The data on the list of Quantum funds is from 21st November 2025. This data is derived from the Tickertape Mutual Funds Screener.
- AMC: Quantum Asset Management Company Private Limited
- Plan: Growth
- AUM: Sorted from highest to lowest
Pro Tip: You can use Tickertape’s Mutual Fund Screener to research and evaluate funds with over 50+ pre-loaded filters and parameters.
Key Information on Quantum Mutual Fund
| Fund name | Quantum Mutual Fund |
| AMC (Asset Manager) | Quantum Asset Management Company Pvt Ltd |
| Sponsor / Parent | Quantum Advisors Private Ltd |
| Legal form | Trust under Indian Trusts Act, 1882 |
| First direct‑to‑investor fund launch | 2006 |
| Number of schemes (approx.) | 11 growth schemes across equity, debt, hybrid, gold categories |
| AUM (latest public data) | ₹3,472.54 cr. (as of 30th September 2025) |
| CIO | Mr. Chirag Mehta |
| Compliance Officer | Mr. Malay Vora |
| Investor Service Officer | Ms. Rina Nathani |
Overview of the top Quantum Mutual Funds
Quantum Value Fund
An equity fund that invests in undervalued stocks. It focuses on companies with strong financials and growth potential, selecting those whose market prices are below their true value for long-term growth.
Quantum Liquid Fund
A debt fund that invests in short-term money-market instruments like government securities and commercial papers. It offers higher returns than a savings account while keeping risk and investment duration low.
Quantum Gold Savings Fund
Invests in a Gold ETF, which holds physical gold. This fund provides exposure to gold’s price movements without needing a demat account, making it an easy way to invest in gold.
Quantum ELSS Tax Saver Fund
An equity-linked savings scheme (ELSS) that offers tax benefits under Section 80C. The fund invests in stocks and has a 3-year lock-in period, making it a tax-saving option for long-term investors.
Quantum Small Cap Fund
An equity fund focusing on small-cap companies with growth potential. It invests in businesses with lower market capitalisations, which are more volatile but can offer high returns over time.
Quantum Diversified Equity All Cap Active FOF
A Fund of Funds (FoF) that invests in a mix of equity funds, covering large-cap, mid-cap, and small-cap stocks. This approach diversifies risk while providing exposure to different market segments.
Quantum Dynamic Bond Fund
A debt fund that adjusts its portfolio based on interest rate changes. It invests in both short-term and long-term bonds to manage risk and return, depending on the market outlook.
Quantum ESG Best In Class Strategy Fund
An equity fund that invests in companies based on Environmental, Social, and Governance (ESG) factors. It focuses on businesses with strong sustainability and ethical practices.
Quantum Ethical Fund
An equity fund that selects companies following ethical business practices. It focuses on firms with responsible governance and sustainability, aligning with social and environmental standards.
Quantum Multi Asset Active FoF
A Fund of Funds that invests in a combination of asset classes like equity and debt. It provides diversified exposure to different investments, helping reduce risk while seeking growth.
How to Invest in the Quantum Mutual Funds?
You can easily start to invest in the Quantum mutual funds in India by following these steps:
- Visit an equity investment platform such as smallcase
- The next step is to research and identify the best Quantum mutual funds, based on your investment thesis. Tools like the Tickertape Mutual Fund Screener can help you filter and compare funds based on parameters such as returns, expense ratio, and fund size.
- Once you shortlist the funds, visit smallcase, log in, and search for the fund by name. You can then choose the investment mode, either a one-time lump sum or a SIP investment plan, and complete the process.
Top Fund Managers at Quantum Mutual Fund
Chirag Mehta
Chirag Mehta has over 15 years of experience in the investment management industry. He has been with Quantum AMC since 2006 and is responsible for managing various schemes, including equity and multi-asset funds. He holds a B.Com and an MMS degree from Mumbai University.
George Thomas
George Thomas manages equity funds at Quantum AMC. He has significant experience in portfolio management, focusing on maximising returns through research-based investment strategies. George has been a key part of the equity fund management team at Quantum for several years.
Christy Mathai
Christy Mathai is an equity fund manager at Quantum AMC. She holds a Post-Graduate Diploma in Management (Finance) from IMT Ghaziabad and is a CFA charter-holder. Christy has experience in equity research and joined Quantum AMC in 2022, co-managing several equity-focused funds.
Hitendra Parekh
Hitendra Parekh has extensive experience managing equity and ETF funds at Quantum AMC. He focuses on analysing market trends and selecting stocks with strong growth potential. Hitendra has contributed significantly to Quantum’s equity fund strategies.
Sneha Pandey
Sneha Pandey is responsible for managing fixed income and multi-asset funds at Quantum AMC. She brings her expertise in debt markets to the management of funds like the Quantum Liquid Fund and the Quantum Dynamic Bond Fund, ensuring stability and income generation for investors.
Taxation on Quantum Mutual Fund
The tax treatment varies depending on the type of fund and the holding period. In India, mutual funds are subject to capital gains tax, which is categorised into short-term and long-term gains. Here’s a breakdown of how different types of funds in Quantum mutual fund are taxed based on their holding periods.
Equity Mutual Funds
| Type of Gain | Holding Period | Tax Rate |
| Short-Term Capital Gains (STCG) | Less than 12 months | 20% |
| Long-Term Capital Gains (LTCG) | More than 12 months | 12.5% (Gains up to ₹1.25 lakh exempt) |
Debt Mutual Funds
| Type of Gain | Holding Period | Tax Rate |
| Short-Term Capital Gains (STCG) | Less than 36 months | Taxed as per income tax slab |
| Long-Term Capital Gains (LTCG) | More than 36 months | 12.50% |
Hybrid Mutual Funds
| Type of Fund | STCG | LTCG |
| Equity-Oriented Hybrid Funds | 20% for holdings < 1 year | 12.5% for holdings > 1 year; gains up to ₹1.25 lakh exempt |
| Debt-Oriented Hybrid Funds | Taxed as per slab for holdings < 3 years | 12.5% for holdings > 3 years |
Gold Mutual Funds
| Type of Gain | Old Holding Period | New Holding Period | Old Tax Rate | New Tax Rate |
| Short-Term Capital Gains (STCG) | Under 36 months | Under 24 months | Slab rate | Slab rate |
| Long-Term Capital Gains (LTCG) | Over 36 months | Over 24 months | 20% | 12.50% |
Documents Required to Invest in Quantum Mutual Funds
To invest in Quantum funds, you will need to provide the following documents:
- PAN Card: Mandatory for all mutual fund investments.
- Personal Information: Full name, mobile number, and email address.
- Address Proof: Valid documents such as Aadhaar (front and back), passport, or any SEBI-accepted document.
- Bank Account Details: Including a cancelled cheque for verification (if required).
- Nominee Details: As per the regulatory requirements.
- FATCA/CRS Declaration: Mandatory for compliance with global tax regulations.
Risks of Investing in Quantum Mutual Funds
- Market Risk: The value of your investment can rise or fall depending on changes in the overall stock market. Economic conditions, government policies, and other global factors can influence the market, which may affect the performance of the fund.
- Concentration Risk: If the fund has a large exposure to a few stocks, sectors, or companies, the performance of those can impact the entire fund. For example, if one of these sectors performs poorly, it can have a negative impact on the overall returns.
- Interest Rate Risk (For Debt Funds): For debt funds, if interest rates go up, the value of bonds held by the fund may drop. Since bond prices tend to move in the opposite direction of interest rates, rising rates could reduce the value of debt-based investments.
- Liquidity Risk: Sometimes, the fund may hold investments that are difficult to sell quickly. If many investors want to redeem their units at once, the fund may face challenges in selling assets without affecting the price, which could impact returns.
Factors to Consider Before Investing in Quantum Mutual Funds
- Financial Goals: Investors should first consider their financial goals when choosing a Quantum fund. Whether the objective is long-term wealth accumulation, regular income, or short-term parking of funds, different types of mutual funds are designed to meet specific goals.
- Expense Ratio: The expense ratio reflects the cost of managing the fund, and it can affect the net returns an investor receives. A lower expense ratio means that less of the investment return is used to cover management fees, leaving more money invested.
- Diversification of the Fund: A well-diversified fund spreads its investments across various sectors and companies, which helps to mitigate risk. Understanding the level of diversification within a fund can help investors assess its risk profile.
- Type of Fund: The type of fund determines how the money is invested. Equity funds invest in stocks and are typically suitable for long-term investors seeking growth. Debt funds invest in fixed-income securities and are a better option for those looking for stability and lower risk. Hybrid funds offer a mix of both, balancing risk and return.
Conclusion
Quantum mutual fund is a well-known fund house in India, offering a wide range of investment options, including equity, debt, hybrid, and gold funds. It provides investors with access to various market segments through different schemes. However, each fund comes with its own risks, costs, and tax implications. Understanding how each fund works and what it invests in is important for making an informed decision.
Before investing, it’s recommended to do thorough research and consult a financial advisor. Those investors who are interested can explore and invest in mutual funds through smallcase.
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Frequently Asked Questions on Quantum Mutual Fund
Quantum mutual fund is a well-established mutual fund house in India that offers a range of investment schemes across equity, debt, hybrid, and gold categories. It is managed by Quantum Asset Management Company Pvt Ltd and aims to provide investors with diversified investment options.
Quantum mutual fund offers a variety of funds, including equity, debt, hybrid, and gold funds, giving investors options based on their risk tolerance and financial goals.
Like all investments, Quantum mutual fund carries market risk, liquidity risk, interest rate risk (for debt funds), and credit risk. Understanding these risks helps in making an informed investment decision.
The minimum investment amount can vary depending on the scheme. However, the minimum amount to start SIP in Quantum AMC is ₹100. It’s important to check the specific requirements for each fund before investing.
The returns of Quantum mutual fund schemes vary based on the specific fund type (equity, debt, hybrid, etc.). Investors can check past performance on the Tickertape Mutual Fund Screener, but it’s important to note that past performance does not guarantee future results.
Disclaimer: Please note that the above information is for educational purposes only, and is not recommendatory.
Quantum mutual fund is sponsored and effectively owned by Quantum Advisors Private Limited, which is the sole sponsor and parent of Quantum Asset Management Company Private Limited that manages the schemes of mutual fund.
Like all market-linked investments, Quantum fund carries risks, including market, liquidity, and interest rate risks. The safety of any mutual fund depends on the investor’s risk tolerance and the type of fund chosen. It’s advisable to assess the risks and consult with a financial advisor before investing.
Disclaimer: Please note that the above information is for educational purposes only, and is not recommendatory.
The Quantum ELSS Tax Saver Fund is a type of equity mutual fund under Quantum Mutual Fund that qualifies for tax deduction under Section 80C of the Income‑Tax Act. It primarily invests in equity and equity‑related securities. As per its mandate, investments in this fund come with a mandatory lock-in period of 3 years.
