Equity Investing simplified with Quantum Equity Fund of Fund (QEFOF)
                     Panel DiscQuusasniotunm o nE qAussiteyt  FCulnasds oefs  Foufn Edqsuity, Debt 
& Gold
FebSrpueaarkye r2s:0 21
Sorbh GuPpritvaa t–e F &u nCdon Mfidaennatgiaelr, Equity
Chirag Mehta – Sr. Fund Manager, Alternative Investments
December 17, 2020
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TABLE OF 
CAbOoutN us TENTS
About Quantum Mutual Fund
QEFOF Process  
Performance of the Fund
ABOUT US
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Group Update – The Past 25 Years
 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
Our Journey so Far 
• Quantum Gold • Quantum Gold • Quantum Dynamic 
Fung Savings Fund Bond Fund 
• Quantum Nifty ETF • India’s first fully • Transactions 
• Set up • Quantum Tax paperless Online through Email, • Launch of 
Quantum AMC Saving Fund Investing Platform WhatsApp & Fax Regular Plans 
2005 2006 2008 2009 2011 2012 2015 2016 2017 2019
• Quantum Long • Quantum • Quantum Multi • Quantum Long • Quantum India 
Term Equity Equity Fund of  Asset Fund of Term Equity Fund ESG Equity 
Value Fund Funds Funds completes 10-year Fund
• Quantum Liquid • “Path to Profit” track record
Fund Launched 
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About our Sponsor– Quantum Advisors Pvt. Ltd.
 Currently managing an AUM of USD 2.76 Billion (~INR 20,292 crore) as 
February 28, 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 
QUANTUM MUTUAL 
FUND
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About Quantum Mutual Fund
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.1,978.61 Cr. as on 28th February 2021
 Number of Folios: 70,886 as on 28th February 2021
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, CEO & CIO 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. 100% subsidiary of 
QAS
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.
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Always Putting Investors First, Even Above our 
Growth in AUM
Quantum Mutual SEBI Imposes Rule on 
Fund MF Industry
Refused to follow the opaque Entry Load Model Mar 2006 Jun 2009
Pioneered Direct to Investor, despite Slow Internet Speed and 
Mar 2006 Jan 2013
No Smart Phones
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 
Mar 2006 Jan 2018
benchmark for Equity Fund
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 
Jul 2012 April 2020
maturity 
ZERO Upfront Distributor Commission and uniform trail 
Apr 2017 Sep 2018
commission across all partners on Regular Plan
TER based on AUM Slabs Feb 2017 April 2019
Profile of Management Team - 
QAMC 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 is a SEBI Committee member and has represented Quantum at an 
AMFI committee in the past. Malay was born in 1977.
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.
Portfolio Team – Equity 
Sorbh Gupta Nilesh Shetty Sneha Joshi Hitendra Parekh 
(2011) (2009) (2015) (2004)
Qualified as a Chartered Nilesh has more than 16 With over 7 years of Has close to 3 decades of 
Accountant, CFA Level III years of experience in experience in economic, experience in financial 
(Charter Pending), Sorbh research. He has been a credit and quantitative services industry. Prior to 
Gupta is the Fund part of Quantum Asset research. Sneha holds a working with Quantum, 
Manager for Quantum Management Company Ph.D. in Economics and he has been with the Unit 
Long Term Equity Value since 2009, and at has earned an M.A. in Trust of India for 4 years 
Fund & Quantum Tax present is the Fund Economics from Gokhale and UTI Securities Ltd for 
Saving Fund. With more Manager for Quantum Institute of Politics and 9 years. He has 
than 15 years of Long Term Equity Value Economics. She joined completed his B.Com & 
experience in equity Fund and Quantum Multi Quantum AMC in August, Masters in Financial 
research as well as Asset Fund. Nilesh is a 2015. Prior to joining Management from 
managing funds; Sorbh qualified CFA (Chartered Quantum, she was Mumbai University. 
brings with him a wealth Financial Analyst), ACMA associated with Credit Hitendra was born in 
of experience of having (CIMA, UK) and has Capital Research as a 1968.
tracked varied sectors in completed his Masters in fixed income research 
his previous work Management Studies analyst. Sneha was born 
assignments. Prior to (Finance) from the in 1988.
joining Quantum, Sorbh Mumbai University. Nilesh 
was associated with was born in 1980.
Siddhesh Capital Private 
Ltd. Sorbh was born in 
1980.
Portfolio Team – Non Equity 
Pankaj Pathak Chirag Mehta (2006) – Ghazal Jain (2020) – 
(2013) – Fixed Gold/Commodities Gold/Commodities
Income has overall 4 years of has 18  years of experience in the  Indian experience in the field of 
has over a decade of experience commodities markets. He also specializes in the finance and alternative 
in Fixed income investments and field of alternative investment strategies. Chirag investments including of Gold, 
research. He joined Quantum is a qualified CAIA (Chartered Alternative Asset Allocation and Personal 
Asset Management Company in Investment Analyst), and has also completed his Finance & investment 
August, 2013 and at present, is Masters in Management Studies in Finance. He allocation. She has been with 
Fund Manager for Quantum currently manages funds largely in the field of 
Dynamic Bond Fund and Quantum Quantum Asset Management alternative investments that includes Gold Fund, 
Liquid Fund. Prior to joining Company since January, 2019. a Multi asset fund and an Equity fund of funds 
Quantum, he was associated with Prior to joining Quantum, she and is also a Fund Manager of Quantum India 
Bank of Maharashtra. Pankaj holds was associated with Fox 
a Post Graduate Diploma in ESG Equity Fund. He joined the Quantum after Education LLP and Bahubali 
Banking & Finance from National gaining hands on experience in the physical Electronics Private Limited.
Institute of Bank Management, commodities market during internship with 
Pune and is qualified CFA Kotak & Co. Ltd and working on projects for the 
(Chartered Financial Analyst). Federation of Indian Commodities Exchanges. 
Pankaj was born in 1986. Chirag was born in 1981. 
Criteria to Select a Good Fund House
•
PEOPLE What is the background?• What is the experience?
• Is there a clearly defined investment 
PHILOSOPHY philosophy across all market situations or is this a ride-the-wave, “bull-market” 
manager?
•
PROCESS What is the research and investment process and how reliable is it?
PERFORMANC • Given the process, is the performance 
E as predictable as it should be? 
QEFOF PROCESS 
Usual Mutual Fund Investing Process
• Risk of selecting 
Out of ~550 
Equity schemes • Wrong Fund House
• Wrong Fund Manager 
Suggestions 
from • Wrong Philosophy
Distributors & 
Bank RMs • Wrong Portfolio 
Own Research • Hassles of transacting in and 
tracking multiple funds
• Biased advice by 
advisor/distributor/financial planner 
You choose for commissions
6 – 8 Funds
Investing in Quantum Equity Fund of Funds
• Research based Fund selection
~550 Equity 
schemes • Funds with consistent performance 
across market cycles
• Balance between Risk & Return
• Avoid Portfolio concentration
• Invest in diversified portfolio of Large 
and Mid Cap 
6 – 8 Funds in • There is just one NAV to track and 
your portfolio just one folio – no hassles of making 
and tracking multiple investments
Step 1: Filtration Actively managed Equity Funds 
No Sector & Index Funds Funds 
Disqualified
Diversified Equity Funds With track record < 
3 years disqualified
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
• Top 5 stocks/holdings