NFO Open— This fund is currently in its New Fund Offer period. Analytics & NAV history will be available post-launch.
Quantum Mutual Fund
QSIF
Sector Rotation Long-Short Fund
Min Investment
Minimum amount of investment during NFO and On an Ongoing basis under all Plans and Options: • During NFO: Rs.10,00,000/-* and in multiples of Re. 1/- thereafter • On continuous basis: Rs.10,00,000/-* and in multiples of Re. 1/- thereafter • Minimum amount for accredited investor during NFO and Continuous basis: Rs.1,00,000/- and in multiples of Re. 1/- thereafter Systematic Investment Plan (SIP) / Systematic Withdrawal Plan (SWP) /Systematic Transfer Plan (STP) shall only commence upon re-opening of the Investment Strategy. On continuous basis: SIP Rs. 10,000/- and in multiples of Re. 1 thereafter [Minimum 6 installments] SWP Rs. 10,000/- and in multiples of Re. 1 thereafter [Minimum 6 installments] STP Rs. 10,000/- and in multiples of Re. 1 thereafter [Minimum 6 installments]
Subscription
Daily
Redemption
Daily (only Business Days)
Exit Load
1% if redeemed/switched out on or before completion of 15 days from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 15 days from the date of allotment.
Benchmark Index
NIFTY 500 Total Return Index (TRI)
Fund Managers
Mr. Sandeep Tandon | Mr. Sameer Kate | Mr. Ankit Pande | Mr. Sanjeev Sharma | Mr. Jignesh Shah
To achieve long-term capital appreciation by concentrating investments in equity and equity-related instruments of up to four high-potential sectors, while employing limited short exposure through derivatives to capitalize on sector-specific downturns and enhance risk-adjusted returns.
Asset Management Co.
Quantum Mutual Fund
Lead Fund Managers
Mr. Sandeep Tandon | Mr. Sameer Kate | Mr. Ankit Pande | Mr. Sanjeev Sharma | Mr. Jignesh Shah
Fund Category
Sector Rotation Long-Short Fund
Instrument Type
An open-ended investment strategy investing in equity and equity related instruments including limited short exposure in equity through derivative instruments, of maximum four sectors.
Benchmark Index
NIFTY 500 Total Return Index (TRI)
Min. Capital Commitment
Minimum amount of investment during NFO and On an Ongoing basis under all Plans and Options: • During NFO: Rs.10,00,000/-* and in multiples of Re. 1/- thereafter • On continuous basis: Rs.10,00,000/-* and in multiples of Re. 1/- thereafter • Minimum amount for accredited investor during NFO and Continuous basis: Rs.1,00,000/- and in multiples of Re. 1/- thereafter Systematic Investment Plan (SIP) / Systematic Withdrawal Plan (SWP) /Systematic Transfer Plan (STP) shall only commence upon re-opening of the Investment Strategy. On continuous basis: SIP Rs. 10,000/- and in multiples of Re. 1 thereafter [Minimum 6 installments] SWP Rs. 10,000/- and in multiples of Re. 1 thereafter [Minimum 6 installments] STP Rs. 10,000/- and in multiples of Re. 1 thereafter [Minimum 6 installments]
Subscription Cycle
Daily
Redemption Window
Daily (only Business Days)
Exit Load Structure
1% if redeemed/switched out on or before completion of 15 days from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 15 days from the date of allotment.
Analytics Coming Soon
NAV history, performance charts, and risk metrics will be available after this fund launches and starts trading.