SWP instructions will take a minimum of 5 business days for registration with the registrar. The first transfer will be carried out only after the registration. Therefore, the date and months in which your SWP commences and ends may change depending on the date of its registration.
Note: Minimum balance to start SWP: Rs.5000/-
Scheme Name | SWP Options | Weekly | Fortnightly | Monthly | Quarterly |
Quantum Long Term Equity Value Fund / Quantum ESG Best In Class Strategy Fund / Quantum Equity Fund of Funds / Quantum Gold Savings Fund / Quantum Multi Asset Fund of Funds / Quantum Dynamic Bond Fund / Quantum Nifty 50 ETF Fund of Fund / Quantum ELSS Tax Saver Fund / Quantum Small Cap Fund / Quantum Liquid Fund / Quantum Multi Asset Allocation Fund / Quantum Ethical Fund | Eligible Dates | Any day of the Week | Any day of Alternative Week | Any Date | |
Minimum SWP amount | ₹500/- and in multiples of ₹1/- thereafter | ||||
Minimum SWP Installments | 10 |
Yes, to start Online SWP you must have a minimum balance of Rs.5,000/- in the scheme you wish to invest from.
SWP instructions will take 5 business days for registration with the registrar. The first withdrawal will be carried out only after the registration.
• | You can invest lump sum and get a fixed payout at fixed intervals which works like monthly income i.e. it allows the account holders to access their money at regular intervals. |
• | SWP is tax efficient for an investor who likes to save on dividend distribution tax. |
• | Convenience and Liquidity |
For New Investors:
Fill all the required information and attach the below mentioned documents as supporting.
1 | Main application form along with the SYSTEMATIC TRANSACTION FORM |
2 | Current dated at par cheque in favor of ‘Quantum ______________ scheme – your PAN number’ |
3 | A cancelled copy of cheque |
4 | A self-attested copy of PAN of the unit holder(s) |
5 | KYC acknowledgement copy of the unit holder(s) |
For Existing Investors
Fill all the required information and attach the below mentioned documents as supporting.
Duly filled and signed Systematic Transaction Form
Submission of the Form
You can submit your physical applications along with all required supporting documents at the addresses mentioned below:
1 | Quantum Asset Management Company Private Limited: 1st floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate, Mumbai - 400 020, |
2 | K Fintech Technologies Limited - K Fintech Technologies Limited is our Registrar and Transfer Agent having many offices across India. Click Here for all the locations available over India. |
• | Quantum Long Term Equity Value Fund |
• | Quantum Liquid Fund |
• | Quantum ELSS Tax Saver Fund |
• | Quantum Equity Fund of Funds |
• | Quantum Gold Savings Fund |
• | Quantum Multi Asset Fund of Funds |
• | Quantum Dynamic Bond Fund |
• | Quantum ESG Best in Class Stratergy Fund |
• | Quantum Nifty 50 ETF Fund of Fund |
• | Quantum Smallcap Fund |
• | Quantum Multi Asset Allocation Fund |
• | Quantum Ethical Fund |
Yes, you can!
To cancel your SWP request, kindly submit to us a duly signed written request by all the unit holder(s) according to the mode of holding. In the written request, kindly mention your folio number, the SWP amount, SWP date, the scheme name in which you wish to cancel the SWP.
You can modify or pause the offline SWP via online mode. Please Click Here to modify or pause your SWP.
Note:
Your request for SWP cancellation / modification / pause needs to be submitted 5 working days prior the SWP date.
The online modification of SWP can only be done in the SWP amount and the SWP end period.
Systematic Withdrawal Plans are used by investors to create a regular flow of income from their investments. Investors looking for income at periodic intervals for e.g. funding a travel plan during the children’s summer vacations, also set up their withdrawals in such a way that the cash is available when most required.
For an SWP you can invest a lump sum amount in one scheme and regularly withdraw a pre-defined amount into another scheme.
Let us assume you have 5,000 units in a Mutual Fund scheme. You have given instructions to the fund house that you want to withdraw Rs. 8,000 every month through SWP.
Now let''''s assume that on 1 December, the Net Asset Value (NAV) of the scheme is Rs. 20.
Equivalent number of MF units = Rs. 8,000 / Rs. 20 = 400 units
400 units would be redeemed from your MF holdings, and Rs. 8,000 would be given to you.
Your remaining units = 5,000 - 400 = 4600 units
Now let''''s assume that on 1 January, the NAV is Rs. 16.
Equivalent number of units = Rs. 8,000 / Rs. 16 = 500 units
500 units would be redeemed from your MF holdings, and Rs. 8,000 would be given to you.
Your remaining units = 4600 - 500 = 4100 units
This way, units from your mutual fund holdings are redeemed in a systematic way to provide you with continuous income.
An existing investor can register SWP through our website.
Minimum conditions
Yes, you can cancel, pause and modify your online SWP.
If you wish to modify/pause/cancel the existing SWP registered with us through Quantum's Website or Mobile Application, you can do so by following the below mentioned procedures:
Modification of the SWP | Pause of the SWP | Cancellation of the SWP |
1. Visit www.QuantumAMC.com. | 1. Visit www.QuantumAMC.com. | 1. Visit www.QuantumAMC.com. |
2. Click on Login section and log in using your PAN / User Idwith Password and OTP. | 2. Click on Login section and log in using your PAN / User Idwith Password and OTP. | 2. Click on Login section and log in using your PAN / User Idwith Password and OTP. |
3. Under ‘Transact’ click on "SWP" | 3. Under ‘Transact’ click on "SWP" | 3. Under ‘Transact’ click on "SWP" |
4. Click on ‘Modify’ for the respective SWP | 4. Click on ‘Pause’ for the respective SWP | 4. Click on ‘Cancel’ for the respective SWP |
5. Modify the required details | 5. Select Pause period | 5. Click on send OTP, once OTP received on registered Email-id/Mobile Number, kindly enter the same |
6. Click on ‘Submit’ option | 6. Click on ‘Submit’ option | 6. Click on ‘Confirm’ |
7. Click on send OTP, once OTP received on registered Email-id/Mobile Number, kindly enter the same | 7. Click on send OTP, once OTP received on registered Email-id/Mobile Number, kindly enter the same | |
8. Confirm the SWP modification request be clicking on ‘Confirm’ | 8. Click on ‘Confirm’ |
Notes:
You will receive a confirmation email/SMS with the details of your Online SWP after successfully completing the registration process on our website.
You can also check the status of your registration under the section '' Transact > SWP > Registered SWP ''.
• | Quantum Long Term Equity Value Fund |
• | Quantum Liquid Fund |
• | Quantum ELSS Tax Saver Fund |
• | Quantum Equity Fund of Funds |
• | Quantum Gold Savings Fund |
• | Quantum Multi Asset Fund of Funds |
• | Quantum Dynamic Bond Fund |
• | Quantum ESG Best in Class Stratergy Fund |
• | Quantum Nifty 50 ETF Fund of Fund |
• | Quantum Smallcap Fund |
• | Quantum Multi Asset Allocation Fund |
• | Quantum Ethical Fund |
The Online SWP facility is available at NO CHARGE.
Systematic withdrawal plans are used by investors to create a regular flow of income from their investments. Investors looking for income at periodic intervals for e.g. funding a travel plan during the children’s summer vacations, also set up their withdrawals in such a way that the cash is available when most required.
For an STP you can invest a lump sum amount in one scheme and regularly withdraw a pre-defined amount into another scheme.
• | You can invest lump sum and get a fixed payout at fixed intervals which works like monthly income i.e. it allows the account holders to access their money at regular intervals. |
• | SWP is tax efficient for an investor who likes to save on dividend distribution tax. |
• | Convenience and Liquidity |
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