Fixed Income
                     Panel DiscQuussainotnu mon F Aixsesdet I nCclaosmsees F oufn dEqsuity, Debt 
& Gold
DecSepmeabkeerr s2: 020
Sorbh GuPpritvaa t–e F &u nCdon Mfidaennatgiaelr, Equity
Chirag Mehta – Sr. Fund Manager, Alternative Investments
December 17, 2020
1
TABLE OF 
CONTENTS
• About us
• About Quantum Mutual Fund
• Fixed Income – Research & 
Investment Process 
• Performance of the Fund
ABOUT US
4
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 Dynamic 
• Quantum Gold Fung Savings Fund Bond Fund 
• Quantum Nifty ETF • India’s first fully • Transactions through 
• Set up Quantum • Quantum Tax Saving paperless Online Email, WhatsApp & • Launch of 
AMC Fund Investing Platform Fax Regular Plans 
2005 2006 2008 2009 2011 2012 2015 2016 2017 2019
• Quantum Long • Quantum Equity • Quantum Multi • Quantum Long Term • Quantum India 
Term Equity Value Fund of  Funds Asset Fund of Equity Fund ESG Equity Fund
Fund • “Path to Profit” Funds completes 10-year 
• Quantum Liquid Launched track record
Fund
6
About our Sponsor– Quantum Advisors Pvt. Ltd.
 Currently managing an AUM of USD 2.64 Billion (~INR 19,290 crore) as 
December 31, 2020
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
8
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.1,850 Cr. as on 31st December 2020
 Number of Folios: 71,099 as on 31st December 2020
9
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 Charterholder. 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.
10
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 Malay Vora 
MD & CEO  (2010) Head Legal & Compliance  (2008) 
Jimmy Patel has over 3 decades of experience in Malay Vora has more than 15 years of experience in 
the financial services sector, and has held various Legal, Compliance and Corporate Secretarial matters in 
key management roles. Along with holding a the financial service industry. He is a Commerce and Law 
Chartered Accountant’s degree, Mr. Patel has also Graduate and an Associate Member of Institute of 
completed his L.L.B. from the University of Company Secretaries in India. Malay is the Head of Legal 
Mumbai. Mr. Patel is a Fellow of the Chevening & Compliance and the Compliance Officer for Quantum 
Standard Chartered Financial Services Leadership AMC. He has been associated with Quantum since 2008. 
Programme at Kings College, London. He has He is a SEBI Committee member and has represented 
been a Director on Association of Mutual Funds In Quantum at an AMFI committee in the past. Malay was 
India (AMFI) Board and also has been a member born in 1977. 
of various AMFI and SEBI Committees. Jimmy was  
born in 1962.
Rina Nathani  Sandeep Bhosle 
Chief Business Officer (2020) AVP Investor Interaction  
Rina has over 20 years of experience in building (S2an0d1e1ep)  Bhosle has more than 18 years of experience 
businesses, advising companies and leading in Financial Services and Market Research. He a Post 
teams to successful outcomes. Prior to joining Graduate in Marketing Management. He has Completed 
Quantum AMC, Rina was a Director in KPMG’s Medium and Small Scale Industries Management 
Advisory Practice in the US and  Head – Retail Development Program from NMIMS. Prior to Quantum 
Businesses at Suminter India Organics, India. She AMC, he has been with ICICI Prudential and Birla Sunlife 
has done Masters in Management Studies from Insurance and has been instrumental in developing 
Jamnalal Bajaj institute of Management Studies Rural Markets and New Initiatives, Process Quality, 
(JBIMS). Rina was born in 1974. 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  
M(2e0er0a6 S)h etty 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 (2011) Sneha Joshi (2015)
Qualified as a Chartered Accountant, CFA Level III With over 7 years of experience in economic, credit 
(Charter Pending), Sorbh Gupta is the Fund Manager for and quantitative research. Sneha holds a Ph.D. in 
Quantum Long Term Equity Value Fund & Quantum Tax Economics and has earned an M.A. in Economics 
Saving Fund. With more than 15 years of experience in from Gokhale Institute of Politics and Economics. 
equity research as well as managing funds; Sorbh She joined Quantum AMC in August, 2015. Prior to 
brings with him a wealth of experience of having joining Quantum, she was associated with Credit 
tracked varied sectors in his previous work Capital Research as a fixed income research 
assignments. Prior to joining Quantum, Sorbh was analyst. Sneha was born in 1988.
associated with Siddhesh Capital Private Ltd. Sorbh was 
born in 1980.
Nilesh Shetty (2009) Hitendra Parekh (2004)
Nilesh has more than 16 years of experience in research. Has close to 3 decades of experience in 
He has been a part of Quantum Asset Management financial services industry. Prior to working with 
Company since 2009, and at present is the Fund Manager Quantum, he has been with the Unit Trust of 
for Quantum Long Term Equity Value Fund and Quantum India for 4 years and UTI Securities Ltd for 9 
Multi Asset Fund. Nilesh is a qualified CFA (Chartered years. He has completed his B.Com & Masters in 
Financial Analyst), ACMA (CIMA, UK) and has completed 
his Masters in Management Studies (Finance) from the Financial Management from Mumbai University. 
Mumbai University. Nilesh was born in 1980. Hitendra was born in 1968.
Portfolio Team – Non Equity 
 Pankaj Pathak (2013) – Fixed Income 
has over a decade of experience in Fixed income investments and research. He joined Quantum 
Asset Management Company in August, 2013 and at present, is Fund Manager for Quantum 
Dynamic Bond Fund and Quantum Liquid Fund. Prior to joining Quantum, he was associated with 
Bank of Maharashtra. Pankaj holds a Post Graduate Diploma in Banking & Finance from National 
Institute of Bank Management, Pune and is qualified CFA (Chartered Financial Analyst). Pankaj was 
born in 1986.
Chirag Mehta (2006) – Gold/Commodities
has 18  years of experience in the  Indian commodities markets. He also specializes in the field of 
alternative investment strategies. Chirag is a qualified CAIA (Chartered Alternative Investment 
Analyst), and has also completed his Masters in Management Studies in Finance. He currently 
manages funds largely in the field of alternative investments that includes Gold Fund, a Multi asset 
fund and an Equity fund of funds and is also a Fund Manager of Quantum India ESG Equity Fund. He 
joined the Quantum after gaining hands on experience in the physical commodities market during 
internship with Kotak & Co. Ltd and working on projects for the Federation of Indian Commodities 
Exchanges. Chirag was born in 1981. 
Ghazal Jain (2020) – Gold/Commodities
has overall 4 years of experience in the field of finance and alternative investments including of 
Gold, Asset Allocation and Personal Finance & investment allocation. She has been with Quantum 
Asset Management Company since January, 2019. Prior to joining Quantum, she was associated 
with Fox Education LLP and Bahubali Electronics Private Limited.
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? 
Quantum Fixed Income
OUR RESEARCH & INVESTMENT 
PROCESS
Fixed Income Investment Philosophy
Investment process is prioritized based on SLR principle 
    (Safety      Liquidity     Return)
Investment Objective is ‘True to Label’
    Fund are managed with a clear mandate of suitability and objective
    Simple Products with simple asset allocation 
Follow prudent risk management approach based on funds’ objectives
    No Private Corporate Credit Risks 
    Portfolio Liquidity is a key objective
 Proprietary Research process & team driven portfolio investment process 
    Top down Macro Research and Bottom up Credit Research 
    Portfolio investment decisions are team based
Please refer Scheme Information Document of the Scheme for complete 
Investment Strategy
Top-Down Macro Investment Process
Analysis of long term macro economic indicators
GDP, inflation, monetary & fiscal policy and currency
forecast the direction and the level of interest rates
Micro Analysis - company and instrument analysis
Credit Research, Market Research, Spreads and Liquidity Analysis
The macro & micro analysis narrows down to a list of securities based on 
the investment objectives and risk parameters
Portfolio Construction
Maturity profile, credit profile and risk (duration, liquidity) 
profile
Please refer Scheme Information Document of the Scheme for complete 
Investment Strategy
Credit Research and Investment Process
Credit rating analysis  
Minimum Investment grade
Company filtering based on sector, industry and peer 
aggregates
Company Analysis
The macro & micro analysis narrows down to a list of  buyable 
credits for portfolio  selection.
Proprietary credit analysis – qualitative management 
assessment, fundamental factors, Forecasts
Portfolio Selection 
Selection based on liquidity, yields, spreads and relative 
value
Please refer Scheme Information Document of the Scheme for complete 
Investment Strategy
“SLR Principle” for Liquid Funds 
Liquid Fund Objective
 Usage  
 Parking short term surplus cash by Individuals & Companies
 Maintaining Contingency Funds
 As portfolio stabilizer 
 Objective 
 Preserve Capital 
 Create ample liquidity
 Earn sensible returns (higher than Current & Saving Bank Account)
Do not Invest in Liquid Funds for just returns; Aim to keep your money Safe & Liquid 
QLF staying “True to Label” 
Focus on managing risks and generating sensible returns with high 
liquidity 
 High Quality Portfolio – Investing only in government securities, treasury 
bills and top rated PSU debt 
 No Private Credit – Not invested in private corporates
 Disciplined Asset Liability Management – portfolio is constructed in a way 
to maintain ample liquidity at all times
 Research Driven Process – Our research-driven process aims to perform 
across time horizons, interest rate cycles in varied economic environments
Fairness & 
Transparency
 Fair Valuation to reflect “True NAV” - QLF is one of the 1st Liquid Fund to 
follow full Mark-to-Market (MTM) of entire portfolio to determine fair value of the 
portfolio on daily basis.
 High Standard of Transparency -  Follow weekly disclosure of portfolio along 
with market commentary
 Easy Access – Always ready to resolve Investors queries and have easy access 
to Fund Managers. 

Research Process
Macro  Research to determine interest rate outlook
Follow top down macro approach to determine rate outlook
Use proprietary models on macro variables like – Inflation, Banking System 
liquidity to project path of monetary and fiscal policy
Closely follow all the global developments which can influence the domestic 
interest rates and the Indian Rupee     
Bottom Up credit Research Process
We do not just rely on external Credit ratings though it is used for filtering the 
investment universe
Since 2012, we have only PSU companies having long term credit rating of 
“AA-” or above qualify for the investment universe  
Use proprietary credit review process to differentiate between good and bad 
credit quality companies even in PSUs
Portfolio Construction and Risk 
Management
Portfolio Construction follows robust Asset Liability Management 
Framework to maintain high liquidity at all times
The Fund endeavors to maintain over 25% of its Portfolio in overnight assets 
and/or treasury bills
The fund endeavors to invest in a manner that certain proportion of its assets 
mature within 15 days
The investment team grades investors based on its assessment of their holding 
period and matches short term investors with Cash and Treasury Bills 
investments
Quantum Dynamic Bond Fund
To generate income and capital appreciation through active management of a 
portfolio
 Fund Features
 Invest across the debt maturity profile
Manage portfolio duration based on market assessments
 Invested only in AAA PSU bonds, money market instruments and Government 
securities
No Exit load and Low expense ratio
Why Quantum Dynamic Bond Fund?
•
Solution Focused Offer Simple solution to Fixed income investment need 
•
Active Approach Active “Duration” management based on interest rate view 
Investment • Research driven and disciplined investment 
Process process 
•
All weather Fund Long term investment alternative, irrespective of market conditions 
Risk • Conservative approach towards credit risk
Management • Conscious monitoring to limit downside risk     
How does the Scheme Work? 
When Interest Rate  is When Interest Rate is 
Expected to Fall Expected to Rise
• Invest in long term securities • Invest in short term securities to 
which are more sensitive to lower the portfolio’s sensitivity to 
interest rate changes interest rate changes
• Long maturity bonds gain more • Short maturity bonds fall less from 
from falling interest rate rising interest rate than longer 
• Focus on running maximizing maturity bonds
capital growth  • Focus on interest accruals and 
capital preservation 
In all market conditions fund will maintain credit risk under check 
Investment Process
Market 
Analysis and Portfolio Portfolio 
Forecast Construction Analysis 
• Macro economic • Strategic Allocation • Weekly Portfolio 
research and based on long term review by 
modelling macro forecast Investment team
• Forecasting macro • Defining optimal • Performance 
variables and policy portfolio duration measurement and 
actions attribution
• Yield curve 
• Yield curve and positioning and • Risk monitoring and 
spread analysis Security selection reporting
• Market demand/ • Allocation to credit • Communication to 
Supply assessment spreads investors
31
QDBF : Risk Management Strategies
Key Risks Risk Mitigation Strategies
• Active interest rate management through altering maturity 
Interest Rate Risk profile at appropriate time
• Investment team actively track and forecast potential interest 
rate path and yield curve shape.  
• Invested only in securities issued by Government and top rated 
Credit and Default PSU companies
Risk • Credit analyst track the credit profile of the issuer and project 
likely credit changes even for Public Sector Companies
• Investment team determine the time taken to liquidate any 
Liquidity Risk position based on market trades
Well-Defined Asset Allocation - No 
Private Credit
Allocation Range Interest rate Key Rationale 
Category
Min-max% Risk Profile for allocation
Government 
25 - 100 Low to High Duration; Liquidity
Bond/Bills
Duration; Spread; 
PSU Bonds 0 – 50 Medium  to High
Liquidity
Certificate of 
Deposits/ 
Commercial Paper/ Liquidity ; Spread ; 
Short Term Debt 0 – 75 Low to Medium Duration management
Instrument
TREPs/ Repos 0-100 Low Cash Management
Performance of Quantum Liquid 
Fund
Fund Mr. Pankaj Pathak 
Manager Work experience: 10 years. He has been managing this fund since March 01, 2017.
Category of Liquid Fund.
Scheme
Quantum Invested in government securities treasury bills and AAA/A1 rated PSUs
No private corporate credit risks. 
Liquid Fund Features Entire portfolio is marked-to-market daily to ensure the declared NAV is “real” 
Disciplined asset liability management. 
Disciplined proprietary research and investment process. 
Weekly disclosure of portfolio.
Useful for Short term investment and liquidity. 
Performance of Quantum Liquid Fund – Direct Plan – Growth 
Option
Mr. Pankaj Pathak is the Fund Manager effective from March 01, 2017
Current Value Rs 10,000 Invested
at the beginning of a given period
Additional Additional
Benchmark Benchmark
Benchmark Benchmark
Crisil Liquid Crisil 1 year Crisil Liquid Crisil 1 year
Period Scheme
Fund Index T-bill Index Scheme (Rs.) Fund Index T-bill Index 
  Returns (%)
Returns (%) Returns (%) (Rs.) (Rs.)
7 Days* 3.59% 3.62% 4.46% 10,007 10,007 10,009
15 Days* 3.21% 3.58% 3.50% 10,013 10,015 10,014
1 Month* 2.77% 3.26% 2.96% 10,024 10,028 10,025
1 year** 3.67% 4.60% 5.88% 10,368 10,461 10,590
3 years** 5.44% 6.34% 6.77% 11,724 12,026 12,172
5 years** 5.84% 6.63% 6.68% 13,285 13,788 13,823
7 years** 6.55% 7.22% 7.17% 15,597 16,298 16,240
10 years** 7.25% 7.62% 7.05% 20,140 20,860 19,780
Since Inception 
(07th April 2006)** 7.12% 7.22% 6.38% 27,580 27,946 24,896
  Past performance may or may not be sustained in the future. Different Plans shall have a different expense structure.      Data as of 31st December 2020
 * Simple Annualized . Pankaj Pathak also manages Quantum Dynamic Bond Fund. Please refer slide no.38 to review performance of Quantum Dynamic Bond Fund. ** 
Returns for 1 year and above period are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
Performance of Quantum Liquid Fund – Regular Plan – Growth 
Option
Mr. Pankaj Pathak is the Fund Manager effective from March 01, 2017
Current Value Rs 10,000 Invested
at the beginning of a given period
Additional Additional
Benchmark Benchmark
Benchmark Benchmark
Crisil Liquid Crisil 1 year Crisil Liquid Crisil 1 year
Period Scheme
Fund Index T-bill Index Scheme (Rs.) Fund Index T-bill Index 
  Returns (%)
Returns (%) Returns (%) (Rs.) (Rs.)
7 Days* 3.49% 3.62% 4.46% 10,007 10,007 10,009
15 Days* 3.10% 3.58% 3.50% 10,013 10,015 10,014
1 Month* 2.66% 3.26% 2.96% 10,023 10,028 10,025
1 year** 3.57% 4.60% 5.88% 10,358 10,461 10,590
3 years** 5.37% 6.34% 6.77% 11,700 12,026 12,172
Since Inception 
(1st April 2017)** 5.48% 6.39% 6.53% 12,217 12,620 12,680
 Past performance may or may not be sustained in the future. Different Plans shall have a different expense structure. Data as of 31st December 2020
 * Simple Annualized . Pankaj Pathak also manages Quantum Dynamic Bond Fund. Please refer slide no.39 to review performance of Quantum Dynamic Bond Fund. ** 
Returns for 1 year and above period are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
 Regular plan launched on 1 April 2017 and not yet completed 5 years.
QLF Portfolio 
Characteristics
Finance; 8.9
TREPS & Net 
Receivable / 
(Payable); TREPS & Net 
10.87 Receivable / (Payable)
Govt. Securities & 
Treasury Bills
Finance
Govt. Securities 
& Treasury 
Bills; 80.23
Source – Quantum, Bloomberg data as on 31tst  December, 2020
Performance of Quantum Dynamic Bond 
Fund
Fund Mr. Pankaj Pathak 
Manager Work experience: 10 years. He has been managing this fund since March 01, 2017.
Category of Liquid Fund.
Scheme
Quantum Focuses on the principle of Safety, Liquidity and Returns
Ensures to minimize your credit risk (Credit risk is the risk of loss due to default by a borrower) 
Dynamic by investing majority of its assets primarily in Government securities or in PSU bonds which are Features rated as AAA /AA and so forth by a SEBI registered credit rating agency.
Bond Fund Controls interest rate risk by active interest rate management. The macro economy research team actively tracks and forecasts interest rate outlook and the portfolio maturity profile is altered 
at appropriate time based on interest rate views.
Useful for Short term investment and liquidity. 
Performance of Quantum Dynamic Bond Fund – Direct Plan – 
Growth
Mr. Pankaj Pathak is the Fund Manager effective from March 01, 2017
Current Value Rs 10,000 Invested
at the beginning of a given period
Additional Additional
Benchmark Benchmark
Benchmark Benchmark
CRISIL 
CRISIL 10 CRISIL CRISIL 10 
Composite
Period Scheme Year Composite Year
Bond Fund Scheme (Rs.)
  Returns (%) Gilt Index Bond Fund Gilt Index  
Index
Returns (%)  Index (Rs.) (Rs.) 
Returns (%)
1 year 9.84% 12.25% 9.23% 10,986 11,229 10,926
3 years 8.36% 9.59% 8.55% 12,730 13,171 12,799
5 years 9.15% 9.25% 8.01% 15,501 15,572 14,705
Since Inception 
(19th May 2015) 9.14% 9.17% 7.90% 16,355 16,385 15,338
Past performance may or may not be sustained in the future.  Data as of 31st December 2020 
Different Plans shall have a different expense structure.
Returns are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
Pankaj Pathak also manages Quantum Liquid Fund. Please refer slide No. 34 for review of performance of Quantum Liquid Fund.
Performance of Quantum Dynamic Bond Fund – Regular Plan – 
Growth
Mr. Pankaj Pathak is the Fund Manager effective from March 01, 2017
Current Value Rs 10,000 Invested
at the beginning of a given period
Additional Additional
Benchmark Benchmark
Benchmark Benchmark
CRISIL 
CRISIL 10 CRISIL CRISIL 10 
Composite
Period Scheme Year Composite Year
Bond Fund Scheme (Rs.)
  Returns (%) Gilt Index Bond Fund Gilt Index  
Index
Returns (%)  Index (Rs.) (Rs.) 
Returns (%)
1 year 9.69% 12.25% 9.23% 10,972 11,229 10,926
3 years 8.23% 9.59% 8.55% 12,686 13,171 12,799
Since Inception 
(1st April 2017) 7.85% 8.69% 6.64% 13,281 13,677 12,731
Past performance may or may not be sustained in the future.  Data as 31st December 2020 
Different Plans shall have a different expense structure. Returns are calculated on the basis of Compounded Annualized Growth Rate (CAGR). 
Regular plan launched on 1 April 2017 and not yet completed 5 years. 
Pankaj Pathak also manages Quantum Liquid Fund. Please refer slide No. 35 for review of performance of Quantum Liquid Fund.
QDBF Portfolio Characteristics
Source – Quantum, Bloomberg data as on 31st December, 2020
Product Label
For additional information, please contact: 
Sandeep Bhosle 
AVP- Customer Interaction
Email: [email protected]
Mobile: +91- 98209-43101
Office :+91-22-6144-7804
Fax :+91-22-2285-4318
Website: www.QuantumAMC.com
Quantum Asset Management Company Private 
Limited
Hoechst House, 7th Floor,
Nariman Point
Mumbai-400021, India
Disclaimer – Terms of Use
The data in this presentation are meant for general reading purpose only and are not meant to serve as a 
professional guide/investment advice for the readers. This presentation has been prepared on the basis of publicly 
available information, internally developed data and other sources believed to be reliable. Whilst no action has 
been suggested or offered based upon the information provided herein, due care has been taken to endeavor that 
the facts are accurate and reasonable as on date. Quantum AMC shall make modifications and alterations to the 
performance and related data from time to time as may be required as per SEBI Mutual Fund Regulations. Readers 
are advised to seek independent professional advice and arrive at an informed investment decision before making 
any investment. None of the Sponsors, the Investment Manager, the Trustee, their respective Directors, Employees, 
Affiliates or Representatives shall be liable for any direct, indirect, special, incidental, consequential, punitive or 
exemplary damages, including lost profits arising in any way from the data/information/opinions contained in this 
presentation. The Quantum AMC shall make modifications and alterations to the performance and related data from 
time to time as may be required. 
Please visit – www.QuantumMF.com to read scheme specific risk factors. Investors in the Scheme are not being 
offered a guaranteed or assured rate of return and there can be no assurance that the schemes objective will be 
achieved and the NAV of the scheme may go up and down depending upon the factors and forces affecting 
securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement 
risk, liquidity risk, default risk including possible loss of capital. Past performance of the sponsor / AMC / Mutual 
Fund does not indicate the future performance of the Scheme. Statutory Details: Quantum Mutual Fund (the Fund) 
has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: Quantum Advisors Private Limited. 
(liability of Sponsor limited to Rs. 1,00,000/-). Trustee: Quantum Trustee Company Private Limited. Investment 
Manager: Quantum Asset Management Company Private Limited. The Sponsor, Trustee and Investment Manager 
are incorporated under the Companies Act, 1956. 
8th January 2021
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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