Investment
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About Chirag Mehta
Discover aspects of Chirag’s personality, interests, and background
Chirag Mehta stands as a distinguished figure in the financial industry, serving as the Chief Investment Officer (CIO) at Quantum Asset Management Company Pvt. Ltd., a subsidiary of Quantum Advisors. With a tenure spanning over two decades, he brings a wealth of experience and expertise to his role, specializing in asset allocation, sustainable investing, equities, and alternative investment strategies.
Since joining the Quantum group in 2006, Chirag has played a pivotal role in shaping the organisation’s investment strategies and fostering a culture of responsible investing. Notably, he manages the Quantum ESG Best in Class Strategy Fund, which stands as India's pioneering responsible investment strategy built upon a proprietary Environmental, Social, and Governance (ESG) framework. His dedication to sustainable finance extends beyond portfolio management, as he actively engages with important stakeholders like government, regulators, investors and companies to promote sustainability in Indian markets.
In addition to his responsibilities as a fund manager, Chirag oversees various funds in equities, multi asset fund and equity fund of funds (manager selection) strategies. He also serves as a mentor to the research team at Quantum, sharing his insights and guiding the firm's investment decisions.
Chirag's academic qualifications include a Master's in Management Studies with a specialization in Finance, providing him with a solid foundation in financial management principles. Furthermore, he holds the prestigious Chartered Alternative Investment Analyst (CAIA) designation, highlighting his expertise in alternative investment strategies.
Recognized for his thought leadership in sustainable finance and asset allocation, Chirag is a regular feature in media outlets and is frequently invited to speak at international and domestic conferences. His contributions to the field have not only earned him accolades but have also positioned him as a respected authority in the realm of responsible investing.
In summary, Chirag Mehta's multifaceted expertise, commitment to sustainable finance, and dedication to fostering responsible investing practices make him an invaluable asset to Quantum Asset Management Company Pvt. Ltd. and a prominent figure in the financial community.
Funds Managed
Overview of Funds Managed & their Performance
Quantum Gold Fund
Backed by Pure Gold of 99.5% purity
Annualized
Return
17.25 %
Risk Factor: High
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Quantum Gold Savings Fund
Flexibility of an SIP in a Gold ETF
Annualized
Return
17.19 %
Risk Factor: High
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Quantum Equity Fund Of Funds
1 Fund, Access to 5-10 Third Party Equity Funds
Annualized
Return
14.36 %
Risk Factor: Very High
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Quantum Multi Asset Fund Of Funds
Readymade Portfolio Allocation
Annualized
Return
11.1 %
Risk Factor: Moderately High
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Quantum Small Cap Fund
A high-conviction, well diversified portfolio of quality small cap companies
Risk Factor: Very High
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Quantum Multi Asset Allocation Fund
Win with the Power of 3 in 1 Fund - Equity, Debt & Gold
Risk Factor: Very High
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Media Coverages
Select Media Coverages for views expressed by our Thought Leaders
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Why you should add gold to your portfolio in these volatile times
20/08/2024If you think there’s a possibility of extreme price changes in the market, then gold investments can help build a long-term portfolio. But what should the ideal allocation be?
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Gold prices fall: have gold etfs turned more attractive than sovereign gold bonds?
19/08/2024Gold ETFs turn attractive: The recent reduction in customs duty on gold. coupled with long=term tax benifits announced in the budget
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Price fall, tax changes make gold etfs attractive; more so as sgbs seen on hold
19/08/2024Following a customs duty reduction and a fall in gold prices, investors were drawn to gold ETFs and funds.
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Gold customs duty may take some shine off Sovereign Gold Bonds
31/07/2024The other major advantage of SGBs is that the redemption on maturity is free of any LTCG tax.
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MC Review | Gold BeES gets budget boost: Should you invest?
29/07/2024Budget 2024-25 has put gold ETFs a step ahead of gold mutual funds. The threshold to claim long-term capital gains is one year, while for gold mutual funds it has been fixed at two years. Gold BeES by Nippon India Mutual Fund is India’s largest gold ETF
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Has budget ‘24 put gold ETFs at an advantage over gold mutual funds?
26/07/2024Since gold ETFs are listed instruments, the long-term holding period comes in at 12 months after budget ‘24. For gains from gold mutual funds to qualify as LTCG
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How will the new coalition government impact the equity markets?
07/06/2024Cafemutual spoke to leading fund managers to understand the impact of the coalition government on equity markets.
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India Stocks, Bonds Set To Gain As Exit Polls Predict Landslide BJP Win
02/06/2024Exit polls suggest the BJP-led alliance will clinch substantially more seats than the 272 required for a majority in the 543-seat lower house of Parliament.
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Bull market with eye on election – Should you invest in small cap funds now?
04/01/2024Small cap funds had a 2023 to remember. The one-year returns of small cap funds in this period was a whopping 42.79%, the highest of any equity mutual fund category.
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Video Coverages
Recent Interviews in leading media publications
Interactive Webinars
Webinar Recordings for in-depth investment insights
Navigating the Path to Success with Small Cap Fund
Date: 13th October 2023
Speaker/s : Abhilasha Satale, Chirag Mehta
Description : Given the inflows Small Cap Fund have seen over the last year, one should be mindful of the risks & challenges posed by investments in Small Cap Funds.
Small Caps, Big Opportunities: Navigating Obstacles
Date: 19th April 2024
Speaker/s : Abhilasha Satale, Chirag Mehta
Description :
Small cap investments offer tremendous growth potential, but they also come with their fair share of challenges...
Navigating the Path to Success with Small Cap Fund
Date: 13th October 2023
Speaker/s : Abhilasha Satale, Chirag Mehta
Description : Given the inflows Small Cap Fund have seen over the last year, one should be mindful of the risks & challenges posed by investments in Small Cap Funds.
Small Caps, Big Opportunities: Navigating Obstacles
Date: 19th April 2024
Speaker/s : Abhilasha Satale, Chirag Mehta
Description :
Small cap investments offer tremendous growth potential, but they also come with their fair share of challenges...
Navigating the Path to Success with Small Cap Fund
Date: 13th October 2023
Speaker/s : Abhilasha Satale, Chirag Mehta
Description : Given the inflows Small Cap Fund have seen over the last year, one should be mindful of the risks & challenges posed by investments in Small Cap Funds.
Small Caps, Big Opportunities: Navigating Obstacles
Date: 19th April 2024
Speaker/s : Abhilasha Satale, Chirag Mehta
Description :
Small cap investments offer tremendous growth potential, but they also come with their fair share of challenges...
Navigating the Path to Success with Small Cap Fund
Date: 13th October 2023
Speaker/s : Abhilasha Satale, Chirag Mehta
Description : Given the inflows Small Cap Fund have seen over the last year, one should be mindful of the risks & challenges posed by investments in Small Cap Funds.
Small Caps, Big Opportunities: Navigating Obstacles
Date: 19th April 2024
Speaker/s : Abhilasha Satale, Chirag Mehta
Description :
Small cap investments offer tremendous growth potential, but they also come with their fair share of challenges...
