Frequently Asked Questions

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  • How to invest through Offline Mode?

    Please note that you need to be KYC compliant to invest with us. Click here to know more about KYC.

    To invest offline in India’s 1st Direct to Investor Mutual fund, investors are requested to follow the steps given below:

    Collect the Application Form
    Complete the form and attach the mandatory documents
    Submit the Application Form

    Collecting the Application Form

    You can download the form from our website Click here to download the form now.

    You can also collect the physical application form from any of our offices, as per the addresses below:

    1Quantum Asset Management Company Private Limited: 7th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
    2Quantum Asset Management Company Private Limited: 610, 6th floor, Neelyog Square, Opposite Ghatkopar Railway Station, Ghatkopar (E), Mumbai - 400 077. India
    3Quantum Asset Management Company Private Limited: 602, 6th floor, Siddharth Arcade, Above HSBC Bank, L.T. Road, Borivali West, Mumbai - 400 092
    4Quantum Asset Management Company Private Limited: Morya House, Shop Number3, Ground Floor, S. V. Road, Opposite Parsi Colony, Bandra (west), Mumbai- 400 050
    5Quantum Asset Management Company Private Limited: 123, DBS Business Center, 31-A, Cathedral Garden Road, Nungambakkam, Chennai - 600 034
    6Quantum Asset Management Company Private Limited: BSQUARE Office Solutions, 6th Floor, Shree Krishna Centre, Mithakhali Six Roads, Navrangpura, Ahmedabad - 380 009
    7Quantum Asset Management Company Private Limited: Office No. 116, Fifth floor, Shreenath Plaza, Plot no. 559, Bhamburda, Shivajinagar, Pune- 411016
    8Quantum Asset Management Company Private Limited:Suite No. 216, 2nd Floor, DBS House, No.26, Cunningham Road, Bengaluru - 560052.

    Complete the form and attach mandatory documents

    Fill your personal details like name, address, phone no., email id and bank account information and attach the below mentioned documents:

    1Common application form along with the Transactions form (Duly filled and signed)
    2Current dated at par cheque in favor of ‘Quantum __________ scheme - your PAN number’. A copy of latest bank passbook/statement is required if the name is not printed
    3A cancelled copy of cheque / copy of latest bank passbook/statement (only if the mode of payment is NEFT/RTGS)
    4KYC acknowledgement copy of the unit holder(s)

    Submit the Application Form

    You can submit your physical applications along with all required supporting documents as mentioned below:

    1Quantum Asset Management Company Private Limited: 7th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
    2Quantum Asset Management Company Private Limited: 610, 6th floor, Neelyog Square, Opposite Ghatkopar Railway Station, Ghatkopar (E), Mumbai - 400 077. India
    3Quantum Asset Management Company Private Limited: 602, 6th floor, Siddharth Arcade, Above HSBC Bank, L.T. Road, Borivali West, Mumbai - 400 092
    4Quantum Asset Management Company Private Limited: Morya House, Shop Number3, Ground Floor, S. V. Road, Opposite Parsi Colony, Bandra (west), Mumbai- 400 050
    5Quantum Asset Management Company Private Limited: 123, DBS Business Center, 31-A, Cathedral Garden Road, Nungambakkam, Chennai - 600 034
    6Quantum Asset Management Company Private Limited: BSQUARE Office Solutions, 6th Floor, Shree Krishna Centre, Mithakhali Six Roads, Navrangpura, Ahmedabad - 380 009
    7Quantum Asset Management Company Private Limited: Office No. 116, Fifth floor, Shreenath Plaza, Plot no. 559, Bhamburda, Shivajinagar, Pune- 411016
    8Quantum Asset Management Company Private Limited: Suite No. 216, 2nd Floor, DBS House, No.26, Cunningham Road, Bengaluru - 560052.
    9Karvy Computershare Private Limited- Karvy is our Registrar and Transfer Agent having many offices across India. Click here for all the locations available over India.
    10Drop your Applications at the Drop Box- We have tied up with Vichare Courier to offer our investors the facility of dropping the purchase application form along with the cheque and supporting documents at their drop boxes at various locations across Mumbai. By using this facility, the investors need not visit any of our Offices or Karvy branches. The applications will be picked up and forwarded us.
    Click here to read the Drop-Box facility FAQs .
    11Avail the Cheque pick-up facility - Call us on 1800 - 209 - 3863 / 1800 - 22- 3863 for picking your application and we will arrange authorized persons to come to your residence or office for as per your convenience. You can also write to us on Customercare@QuantumAMC.com for the same.
    Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • Modes of Investment - Offline

    Please note that you need to be KYC compliant to invest with us. Click here to know more about KYC.

    To invest offline in India’s 1st Direct to Investor Mutual fund, investors are requested to follow the steps given below:

    Collect the Application Form
    Complete the form and attach the mandatory documents
    Submit the Application Form

    Collecting the Application Form

    You can download the form from our website Click here to download the form now.

    You can also collect the physical application form from any of our offices Or collection centers, as per the addresses below:

    1Quantum Asset Management Company Private Limited: 505, Regent Chambers, 5th Floor, Nariman Point, Mumbai - 400021.
    2Quantum Asset Management Company Private Limited: 610, 6th floor, Neelyog Square, Opposite Ghatkopar Railway Station, Ghatkopar (E), Mumbai - 400 077. India
    2Quantum Asset Management Company Private Limited: 602, 6th floor, Siddharth Arcade, Above HSBC Bank, L.T. Road, Borivali West, Mumbai - 400 092
    4Quantum Asset Management Company Private Limited: Office No. – 123, DBS Business Center, 31-A, Cathedral Garden Road, Nungambakkam, - Chennai- 600 034.
    5Quantum Asset Management Company Pvt. Ltd. – Ahmedabad 1st Floor, Shajanand Complex Opp; Arvindbhai Avenue, (Old Citi Bank) Nr: Panchavati Petrol Pumps C.G Road, Ahmedabad - 380006
    6Karvy Computershare Private Limited-Karvy is our Registrar and Transfer Agent having many offices across India. Click here for all the locations available over India .

    Complete the form and attach mandatory documents

    Fill your personal details like name, address, phone no., email id and bank account information and attach the below mentioned documents:

    1Main application form along with the Transactions form (Duly filled and signed)
    2Current dated at par cheque in favor of ‘Quantum __________ scheme - your PAN number’
    3A cancelled copy of cheque
    4A self-attested copy of PAN of the unit holder(s)
    5KYC acknowledgement copy of the unit holder(s)

    Submit the Application Form

    You can submit your physical applications along with all required supporting documents as mentioned below:

    1Quantum Asset Management Company Private Limited: 505, Regent Chambers, 5th Floor, Nariman Point, Mumbai - 400021.
    2Quantum Asset Management Company Private Limited: 610, 6th floor, Neelyog Square, Opposite Ghatkopar Railway Station, Ghatkopar (E), Mumbai - 400 077. India
    3Quantum Asset Management Company Private Limited: 602, 6th floor, Siddharth Arcade, Above HSBC Bank, L.T. Road, Borivali West, Mumbai - 400 092
    4Quantum Asset Management Company Private Limited: Office No. – 123, DBS Business Center, 31-A, Cathedral Garden Road, Nungambakkam, Chennai- 600 034.
    5Quantum Asset Management Company Pvt. Ltd. – Ahmedabad 1st Floor, Shajanand Complex Opp; Arvindbhai Avenue, (Old Citi Bank) Nr: Panchavati Petrol Pumps C.G Road, Ahmedabad - 380006
    6Karvy Computershare Private Limited- Karvy is our Registrar and Transfer Agent having many offices across India. Click here for all the locations available over India.
    7Drop your Applications at the Drop Box- We have tied up with Vichare Courier to offer our investors the facility of dropping the purchase application form along with the cheque and supporting documents at their drop boxes at various locations across Mumbai. By using this facility, the investors need not visit any of our Offices or Karvy branches. The applications will be picked up and forwarded us.
    Click here to read the Drop-Box facility FAQs .
    8Avail the Cheque pick-up facility - Call us on 1800 - 209 - 3863 / 1800 - 22- 3863 for picking your application and we will arrange authorized persons to come to your residence or office for as per your convenience. You can also write to us on Customercare@QuantumAMC.com for the same.
    Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • How to invest through Stock Exchanges?

    Please note that you need to be KYC compliant to invest with us. Click here to know more about KYC.

    To invest offline in India’s 1st Direct to Investor Mutual fund, investors are requested to follow the steps given below:

    Opening a Demat Account and Trading Account via Stock Exchange Broker
    Place an order to buy a Mutual Fund scheme
    Receiving confirmation on the same

    Get in touch with a SEBI registered Broker or Trading Member and open a new DEMAT account as well as Trading account. If you already have an existing demat account say for holding of your securities, same account can be used for holding mutual fund units in demat form also.

    Note: broker should have obtained AMFI Registration Number (ARN) from Association of Mutual Funds of India (AMFI).

    Some of the popular brokers are HDFC Securities, ICICI Direct, Sharekhan, Indiainfoline etc.

    Place an order to buy a Mutual Fund scheme

    A}For placing a subscription order, you would need to give the name of the Mutual Fund, Name of the Scheme, the value (i.e. money) that you intend investing, whether your subscription is fresh (first time investor for a Mutual Fund company) or additional.
    B}You need to make payment in favour of the broker through cheque or any other payment mode that is available with them. Broker is obliged to place order only when clear balance from your end is available in his account.
    C}The broker places an order to buy Mutual Fund units and charge the brokerage fees as per the fees structure.

    After this, broker would be in a position to confirm the details of order to the investor.

    Receiving confirmation on the same

    By end of the day member would be able to issue Contract Note containing particulars of Mutual Fund Scheme, value of subscription, brokerage and service tax applicable. In cases of rejection of the order, reason for rejection would also be communicated by the member.

    Once he receives the confirmation and delivery of mutual fund units in to his account he will transfer the same to Investor’s account. The investor should be able to see his Mutual fund units by logging in to his demat account.

    Note: The investor does not get any kind of confirmation or account statement from the respective MUTUAL FUND or AMC for the units bought.

    NSE has started an online order collection system specially for transacting in Mutual Funds called as MFSS. Click here to read more.

  • Which are the Banks providing IMPS facilities for Merchant payments?

    Investors having Bank Accounts with the banks participating in National Payments Corporation of India (NPCI) for payment through Interbank Mobile Payment Solution (IMPS) facility can invest in Quantum Mutual Fund Schemes.
    The customer having account with any of these banks should register for IMPS service with the Bank. The registration process shall be as per the procedure laid down by each bank.

  • What is the process to get the MMID Number and OTP?
    We request you to get in touch with your Banking Relationship Manager /Banks Website for the detailed procedure to get the MMID Number and OTP as the same differs for each Bank.
  • What are the charges for sending and receiving funds using IMPS?
    The NEFT transactions are charged by banks and charges vary from bank to bank. You need to get in touch with your respective banks for the same.
  • Is there any limit on the value of transactions in IMPS?
    The limit is defined by RBI in the Mobile Payment Guidelines issued to banks. However, the set limit may vary from bank to bank, so we request you to contact your bank to check their limit on the value of transaction in IMPS.
  • While sending money using IMPS, how do I know that my account is debited and funds have been credited in the beneficiary’s account?
    You will get a confirmation SMS on your registered mobile number which informs you of the debit in your account.
  • Can I make an investment in Quantum Mutual Fund through Interbank Mobile Payment Service (IMPS) option?

    Yes, you can now invest in Quantum Mutual Fund Schemes through the Interbank Mobile Payment Service (IMPS) mode on our website www.QuantumMF.com / www.QuantumAMC.com.

  • What is IMPS?
    Interbank Mobile Payment Service (IMPS) is an instant interbank electronic fund transfer service through mobile phones. The IMPS facility allows customers to use mobile instruments as a channel for accessing their bank accounts and remitting funds from there.
  • What is MMID Number?
    Mobile Money Identifier (MMID) is a seven digit unique number issued by the bank upon registration for MMID. The Remitter (investor) should have this MMID for completing this funds transfer.
  • What is the procedure for purchase of units through IMPS?
    On our Invest Online section, after filling up the application form; you need to select the mode of payment as IMPS. You will then be redirected to the Bill Desk payment gateway screen where you will have to enter your mobile number registered with the bank, your Mobile Money Identifier (MMID)  and One Time password (OTP) issued by your bank. However, as communicated by National Payments Corporation of India (NPCI), IMPS as a payment option has been discontinued through our aggregator BIlldesk and the services are no longer functional.

    Instruction Note : for Offline Payment

    1. Investor having an account with any of the banks participating in National Payments Corporation of India (NPCI) for payment through Interbank Mobile Payment Solution (IMPS) facility should register for IMPS service with the respective Bank as per the procedure laid down by each bank.

    2. Initiate the transaction using the IMPS process and the following details of Quantum Mutual Fund:
     EXISTING INVESTORNEW INVESTOR
    Bank NameHDFC BankHDFC Bank
    Bank A/c TypeCurrent A/CCurrent A/C
    Beneficiary Account Number (QUANTUM and Folio no./PAN no.)QUANTUM1234567QUANTUMABCDE1234F
    Beneficiary NameQUANTUM MUTUAL FUNDQUANTUM MUTUAL FUND
    Branch AddressSandoz BranchSandoz Branch
    IFSC CodeHDFC0000240HDFC0000240

    3. After completing the fund transfer through IMPS mode, the investor needs to mention the payment reference number under the section ‘Payment Details’ in the application form.
  • Who can invest via Electronic Mail (Email) ?

    Transaction Through Email (Without Attachment) -

    • Existing Individual Investors (irrespective of mode of holding)
    • All holders to be KYC compliant
    • The transaction email needs to be received from the Email Id registered under investor’s folio.
    • The investor’s mobile number needs to be registered in the said folio.
    • A new investor or non-individual investors cannot avail for this facility

    Transaction Through Email (With Attachment)

    • Existing Individual & non-individual Investors (irrespective of mode of holding)
    • All holders to be KYC compliant
    • The transaction email needs to be received from the Email Id registered under investor’s folio.
    • The investor’s mobile number needs to be registered in the said folio.
  • Who can not invest via Email ?
    Non individual Investors such as a company, HUF, trust etc. are not allowed to transact via Email.
  • What are the details required for Email transactions?
    The following details are mandatory for email transaction:
    Folio Number
    Scheme Name
    Transaction Type (Purchase, Redemption, Switch, etc.)
    Amount or units
    Mode of payment
    Funds Transfer Reference Number
    Please ensure that all the above details are mentioned by you in your email to us for a transaction.
  • Can I transact through email if my folio is in demat mode?
    For folios in demat mode for non ETF schemes, only additional purchase transactions will be allowed.
  • Is it possible for the investor who has been investing through the channel partner mode to now transact through email?
    Yes, Investors who have invested through channel partner mode can also transact through email provided the requisite details of channel partners (ARN code/EUIN code) are given in the email.
  • How do I transact through Email?
    For Financial Transactions , investors must send an email to Transact@QuantumAMC.com and mention their folio number, scheme name & option, amount / units to purchase / redeem / switch, mode of payment etc.

    For Non Financial Transactions like change of email, change of mobile no. etc. investors must send the email to CustomerCare@QuantumAMC.com.

    After sending the email the investor will receive an automated / system generated acknowledgment of the receipt of the Email transactions request. Please note that this is not to be considered as acceptance of transaction request. We will make a confirmation / verification call to the investor on their registered contact number through a recorded line to confirm / verify the transaction request even though the investor''s contact number may be a part of the Do Not Disturb or DND registry. If  for any reason, the confirmation / verification is not completed then the request will not be processed and will be rejected by the AMC.

    After the necessary confirmation / verification for the Email transaction the AMC will send an acknowledgement email to the investor for acceptance or non acceptance of the transaction. Such acknowledgement email from the AMC shall be considered as valid acceptance or non acceptance of the transaction request and processed subsequently subject to validity of request.
  • What is the process if I have to transact in multiple schemes under one folio or multiple schemes under different folios?
    The email should clearly mention the folio number and the schemes in which an investor need to transact. In case of multiple folios related transaction the folio numbers of all the respective schemes should be mentioned in the email along with required transaction details.
  • What is the process for modification or cancellation of an email transaction?
    In case investors wish to modify or cancel their email transactions, they need to send a revised email to that respect before the stipulated cut – off time. The transaction cannot be modified or cancelled during the confirmation / verification call made from AMC.
  • What types of transactions are allowed through Email?
    Existing investors can make the following transactions through Email. Please note that it is mandatory to mention the Folio Number for any Email transaction. Financial Transactions
    Additional Purchase (Subscription)
    Redemption
    Switch in / Switch-out
    Systematic Transfer Plan (STP) & Systematic Withdrawal Plan (SWP) Registration
    Systematic Transfer Plan (STP) & Systematic Withdrawal Plan (SWP) Cancellation
    Trigger Request
    SIP / ISIP cancellation.
    (For ISIP cancellation Investors are requested to simultaneously cancel Quantum as the biller in the Banks bill pay option )
    Non-Financial Transactions:
    Change or Updation of Email id (Verification call* )
    Change or Updation of Mobile/Contact no (Verification call* )
    Updation of IFSC / MICR No / Bank Address
    Change of mode of Payment: Direct payment (NEFT/RTGS)/Cheque
    Updation of KYC after receiving KYC acknowledgement
    Change in broker code / EUIN
    Updation of PAN no (Verification call* )
    Change / Updation for Date of Birth
    Updation of DOB proof / relationship proof for minor investors
    Correction in name. If the same is matching with the PAN /KYC for KYC verified investors and PAN card copy to be received through email as an attachment
    *Note : Verification calls will be made to the investor as above . Also on case to case basis verification call may be made for any of the above if required by AMC for any additional clarifications or from PMLA perspective before updating the same in our records.
  • How can I make the payment for an Email transaction?

    You need to register your bank through the One Time Mandate form for transfer of funds to the AMC’s account against your purchase transaction. Please Click Here to know more on One Time Mandate Facility.


    You can also transfer funds to AMC’s bank account before sending SMS for the Financial Transaction Request through NEFT / RTGS facility.

     

    Please Click Here and refer the question “Which are the Quantum collection bank account details to initiate an NEFT/RTGS transfer?” for our collection bank account details

  • What will be the NAV applicability and time stamping process for an email transaction?
    The system recorded date and end time of the verification call will be considered for the purpose of determining the applicable NAV and accordingly NAV will be allotted as per the provisions of the respective offer document of the Scheme.

    The number of units allotted or redeemed will be calculated based on the cut-off time and Applicable NAV as per SEBI guidelines. All transactions submitted after the cut -off time will be deemed to have been accepted on the next Business Day and processed accordingly.

    NAV applicability in case of Non-Liquid Schemes - Purchase / Switch-In for less than Rs. 2 Lakhs - For non-liquid schemes the cut-off time for same day NAV is 3.00 pm for purchase transactions submitted online. All transactions submitted online before 3.00 pm will be eligible for same day''s NAV (except Saturday, Sunday and Holidays).

    For NAV applicability in case of switch transactions through email please refer to the switch matrix for applicable NAV as on date of email receipt.

    Purchase transactions submitted online after 3.00 pm on business days or on Saturday, Sunday and Holidays will be eligible for the applicable NAV of the next business day. Purchase / Switch-In for More Than Rs. 2 Lakhs - With respect to the purchase of units of mutual fund schemes (other than liquid schemes), the closing NAV of the day on which the funds are available for utilization shall be applicable for application amount equal to or more than Rs. 2 lakh, irrespective of the time of receipt of such application.

    NAV applicability in case of Liquid Scheme – In case of Quantum Liquid Fund the applicable NAV for allotment will be based on submission of purchase transaction online before cut off time of 2.00 pm and availability of funds for utilization before cut -off time. Units will be allotted upon receipt of funds only i.e. approximately T+2 business days, where T is the date of transaction and hence the applicable NAV will be determined accordingly.
  • How safe and secure is the email transaction ?
    Quantum Mutual Fund has aimed at making the email transaction process as safe and secure as possible for our investors. The email transaction is validated only after fulfilling these two criteria.
    The email is sent from the registered email id.
    The email transaction is authenticated by the investor through a call made to their registered contact number.
    In case of any of the above criteria is not fulfilled, the transaction will be considered as void and rejected with confirmation to the Unitholder.
  • What is "Transactions through SMS Facility"?
    Transactions through SMS is a facility wherein Quantum Mutual Fund will accept requests for Financial transactions like Subscriptions / Redemption / Switch of units as prescribed from time to time through SMS sent by an investor subject to the sender fulfilling the terms and conditions as prescribed by the AMC from time to time.
  • What types of transactions are allowed through SMS?

    Existing investors can make the following transactions through SMS:


    Financial Transactions:

    • Additional Purchase (Subscription)
    • Redemption
    • Switch in / Switch-out


    Non – Financial Transactions:

    • • NAV
    • • Folio Valuation
    • • Email Statement of Account
    • • SIP Renewal Procedure
  • How do I transact through SMS?
    • You need to send the SMS to the Mobile Number +91-924322 3863 in the specified Syntax as prescribed on our website from time to time for the particular transactions request. (Transaction request sent to any other Mobile Number and / or not in the prescribed format Syntax shall not be accepted as syntax based SMS transaction. It shall be considered as a non-syntax based transaction.)

    • We will make a confirmation / verification call to you on your registered contact number through a recorded line to confirm / verify the transaction request even though the your contact number may be a part of the Do Not Disturb or DND registry. If for any reason, the confirmation / verification is not completed then the request will not be processed and it will be rejected by the AMC.

    • After the necessary confirmation / verification for the SMS transaction the AMC will send an acknowledgement email to the investor for acceptance or non-acceptance of the transaction. Such acknowledgement email from the AMC shall be considered as valid acceptance or non-acceptance of the transaction request and processed subsequently subject to validity of request.

  • What are the scheme short codes?
    Scheme NameShort Code
    Quantum Dynamic Bond Fund - Direct Plan Growth OptionQDBFGPG
    Quantum Dynamic Bond Fund - Direct Plan Monthly Dividend Payout OptionQDBFMDD
    Quantum Dynamic Bond Fund - Direct Plan Monthly Dividend Reinvestment OptionQDBFMDR
    Quantum Dynamic Bond Fund - Regular Plan Monthly Dividend Payout OptionQDBFRMD
    Quantum Dynamic Bond Fund - Regular Plan Monthly Dividend Re-investment OptionQDBFRMR
    Quantum Dynamic Bond Fund - Regular Plan Growth OptionQDBFRGG
    Quantum Long Term Equity Value Fund - Direct Plan Growth OptionQLTEVFGPG
    Quantum Long Term Equity Value Fund - Direct Plan Dividend Re-Investment OptionQLTEVFDPR
    Quantum Long Term Equity Value Fund - Direct Plan Dividend Payout OptionQLTEVFDPD
    Quantum Long Term Equity Value Fund - Regular Plan Growth OptionQLTEVFRGG
    Quantum Long Term Equity Value Fund - Regular Plan Dividend Payout OptionQLTEVFRDD
    Quantum Long Term Equity Value Fund - Regular Plan Dividend Re-investment OptionQLTEVFRDR
    Quantum Equity Fund Of Funds - Direct Plan Growth OptionQEFOFGPG
    Quantum Equity Fund Of Funds - Direct Plan Dividend Re-Investment OptionQEFOFDPR
    Quantum Equity Fund Of Funds - Direct Plan Dividend Payout OptionQEFOFDPD
    Quantum Equity Fund Of Funds Regular Plan Growth OptionQEFOFRGG
    Quantum Equity Fund Of Funds Regular Plan Dividend Payout OptionQEFOFRDD
    Quantum Equity Fund Of Funds Regular Plan Dividend Re-investment OptionQEFOFRDR
    Quantum India ESG Equity Fund Direct Plan Growth OptionQESGPG
    Quantum India ESG Equity Fund Regular Plan Growth OptionQESRGG
    Quantum Liquid Fund - Direct Plan Daily Dividend Re-Investment OptionQLFDDR
    Quantum Liquid Fund - Direct Plan Monthly Dividend Payout OptionQLFMDD
    Quantum Liquid Fund - Direct Plan Growth OptionQLFGPG
    Quantum Liquid Fund Regular Plan Monthly Dividend Payout OptionQLFRMD
    Quantum Liquid Fund Regular Plan Monthly Dividend Re-investment OptionQLFRMR
    Quantum Liquid Fund Regular Plan Growth OptionQLFRGG
    Quantum Liquid Fund Regular Plan Daily Dividend Re-investment OptionQLFRDR
    Quantum Liquid Fund - Direct Plan Monthly Dividend Reinvestment OptionQLFMDR
    Quantum Multi Asset Fund - Direct Plan Growth OptionQMAFGPG
    Quantum Multi Asset Fund - Regular Plan Growth OptionQMAFRGG
    Quantum Gold Savings Fund - Regular Plan Growth OptionQGSRGG
    Quantum Gold Savings Fund - Direct Plan Growth OptionQGSFGPG
    Quantum Tax Saving Fund - Direct Plan Growth OptionQTSFGPG
    Quantum Tax Saving Fund - Direct Plan Dividend Payout OptionQTSFDPD
    Quantum Tax Saving Fund - Regular Plan Growth OptionQTSFRGG
    Quantum Tax Saving Fund - Regular Plan Dividend Payout OptionQTSFRDD

    For Example :
    If the investor wants to make a purchse under his folio number – 1234567890 for Rs. 5000 in Quantum Long Term Equity Fund – Growth option then he needs to send the SMS in below format:
    pur 1234567890 5000 QLTEFGPG

    *Scheme Re-open Date: 25 May, 2015
  • How do I transfer the funds for my purchase transactions?

    You need to register your bank through the One Time Mandate form for transfer of funds to the AMC’s account against your purchase transaction. Please Click Here to know more on One Time Mandate Facility.


    You can also transfer funds to AMC’s bank account before sending SMS for the Financial Transaction Request through NEFT / RTGS facility.

     

    Please Click Here and refer the question “Which are the Quantum collection bank account details to initiate an NEFT/RTGS transfer?” for our collection bank account details.

  • What are the details to be mentioned for transactions through SMS?

    The following details are to be mentioned in your transaction request.

    Financial Transactions:
    Transaction Request

    The same Syntax is to be followed for it to be considered a syntax based SMS transaction.

    Non-Financial Transactions:

    ServiceSMS to be sent as
    Latest NAV:
    This service will allow to obtain the NAV of schemes of all folios that the investor has invested in.
    NAV
    to 9243223863
    Latest Balance in Folios
    This service will allow to obtain the valuation of schemes under all folios wherein the mobile number is registered
    BAL
    To 9243223863
    Email Statement
    This service will allow the investor to receive the email statement on his registered Email Id. He will also receive an SMS on his mobile stating that the SOA has been sent to his registered Email Id.
    ESOA
    To 9243223863
    SIP Renewal
    With this service the investor will receive a call for the SIP renewal procedure wherein the mobile number is registered
    RENEW to
    9243223863
  • Who is eligible for transactions through SMS?
    Transactions through SMS facility will be available to existing registered Identified Investors as prescribed by the AMC from time to time and individual investors and joint holders, who are KYC compliant. Any new investor who wishes to avail this Facility shall first be required to subscribe / purchase units through the offline / web or such other mode of transactions as may be prescribed by the AMC from time to time.

    For SMS based transaction request, the mobile number and email id of the investor needs to be registered under his folio.
  • Who is not eligible for transactions through SMS?
    Non individual investors such as a company, HUF, trust etc. are not allowed to transact via SMS.
  • What is a ''''Syntax Based SMS''''?
    A syntax based SMS is defined as an SMS sent by an investor who has registered for the One Time Mandate facility and has sent the SMS in the correct format as prescribed in the FAQs below.
  • What is a ''Non-Syntax Based SMS''?
    A non-syntax based SMS is defined as any SMS sent by the investor to Quantum Mutual Fund in any format that is not prescribed. In this case a confirmation call will be done through the recorded line to obtain the consent of the Sender for the Non-Syntax Transaction Request.
  • What will be the applicable NAV of request?
    The processing of transactions will be done as per applicable NAV in accordance with SEBI Mutual Fund Regulations i.e. considering cut off timing and availability of funds for utilization for determining the applicable NAV the provisions of the respective Scheme Information Documents of the Scheme will be considered.

    Syntax Based SMS - For the purpose of determining the applicable NAV in accordance with SEBI Mutual Fund Regulations, the system recorded date and time of the SMS received by the Server of the AMC / Registrar will be considered. The transaction shall then be processed afterwards subject further to validity of request.

    Note : There may be delay in delivery / difference in the date and time of the SMS received at the server of the AMC and the date and time of the server through which you have sent the SMS and also the AMC server may not receive / reject the SMS sent by you at all.

    Non-Syntax Based SMS - For the purpose of determining the applicable NAV in accordance with SEBI Mutual Fund Regulations, the system recorded date and time at the end of the verification / confirmation call will be considered. The transaction shall then be processed afterwards subject further to validity of request.

    Note : The date and time of the SMS received at the server of the AMC and the date and time of the system recorded end of the verification / confirmation call may be different.
  • Can I transact through SMS if my folio is in demat mode?
    For folios in demat mode for non ETF schemes, only additional purchase transactions will be allowed.
  • What is the process for modification or cancellation of an SMS transaction?
    In case you wish to cancel your SMS transaction, you need to send a mail from your registered Email ID to that respect before the stipulated cut - off time. The transaction cannot be modified or cancelled during the confirmation / verification call made from AMC.
  • What is “Transactions through WhatsApp / HIKE Facility"?

    Transactions through WhatsApp / HIKE is a facility wherein Quantum Mutual Fund will accept requests for Financial transactions & like Subscriptions/ Redemption / Repurchase / Switch-in / Switch-out of units and Updation of personal data / information as prescribed on the website of the AMC / Fund from time to time through WhatsApp subject to the Sender fulfilling the terms and conditions as prescribed by the AMC from time to time.

  • What types of commercial transactions are allowed through WhatsApp / HIKE ?
    Existing investors can make the following transactions through WhatsApp.

    • Additional Purchase (Subscription)
    • Redemption
    • Switch in / Switch-out

  • What types of non-commercial transactions are allowed through WhatsApp / HIKE ?
    Non-Financial Transactions:
    Change or Updation of Email id
    Change or Updation of Mobile/Contact no (Verification call* )
    Updation of IFSC / MICR No / Bank Address
    Change of mode of Payment: Direct payment (NEFT/RTGS)/Cheque
    Updation of KYC after receiving KYC acknowledgement
    Change in broker code / EUIN
    Updation of PAN no (Verification call* )
    Change / Updation for Date of Birth
    Updation of DOB proof / relationship proof for minor investors
    Correction in name. If the same is matching with the PAN /KYC for KYC verified investors and PAN card copy to be received through email as an attachment
  • What are the details to be mentioned for transactions through WhatsApp / HIKE ?

    You need to mention your transaction type, folio number, amount, scheme details like name, plan and option, details about change request in the WhatsApp / HIKE message (depending upon the type of transaction).

  • How do I transact Using WhatsApp / HIKE ?

    • The investor is required to send the WhatsAPP transaction request to the Mobile Number +91-924322 3863 containing details as defined on the AMC website which are required to process the transaction request. Transaction requests sent to any other Mobile Number will not be accepted. The AMC will make a confirmation / verification call to the investor on registered Mobile Number / Telephone / Contact Number through recorded line to confirm / verify the Transaction Request.

    • If for any reason whatsoever confirmation / verification is not completed then the Transaction Request will not be processed and the request shall stand rejected by the AMC. After the necessary confirmation / verification of the Transaction Request with the investor, the AMC will send an acknowledgement email to the investor for acceptance or non-acceptance of the Transaction Request and such acknowledgement email from the AMC shall be considered as valid acceptance or non-acceptance of the transaction request and the transaction shall then be processed afterwards subject further to validity of request.

  • Who is eligible for transactions through WhatsApp / HIKE ?

    WhatsApp Facility will be available to existing registered Identified Investors as prescribed by the AMC from time to time and individual investors and joint holders and who is KYC compliant (for financial transactions). The new investor who wishes to avail this Facility shall first be required to subscribe / purchase units through the offline / web or such other mode of transactions as may be prescribed by the AMC from time to time.

    To avail for this facility, the mobile number and Email Id of the investor needs to be registered under his folio.

  • Who is not eligible for transactions through WhatsApp / HIKE ?

    Non individual Investors such as a company, HUF, trust etc. are not allowed to transact via WhatsApp.

  • How do I transfer the funds for my purchase transactions?
    You need to register your bank through the One Time Mandate form for transfer of funds to AMC’s account against your purchase transaction. Please Click Here to know more on One Time Mandate Facility.

    You can also transfer funds to AMC’s bank account before sending message for the Financial Transaction Request through NEFT / RTGS facility.

    Please Click Here and refer the question “Which are the Quantum collection bank account details to initiate an NEFT/RTGS transfer?” for our collection bank account details.


  • What will be the applicable NAV of request?
    The processing of transactions will be done as per applicable NAV in accordance with SEBI Mutual Fund Regulations i.e. to consider cut off timing and availability of funds for utilization for determining the applicable NAV the provisions of the respective Scheme Information Documents of the Scheme will be considered.

    For the purpose of determining the applicable NAV in accordance with SEBI Mutual Fund Regulations, the system recorded date and time at the end of the verification / confirmation call will be considered and not the date and time of the WhatsApp / HIKE message received by the system / Server of the AMC / Registrar. The transaction shall then be processed afterwards subject to further validity of request.

    Note : There may be delay in delivery / difference in the date and time of the WhatsApp / HIKE message received at the system / server of the AMC and the date and time of the server through which you have sent the message and also the AMC system / server may not receive / reject the message sent by you at all.
  • Can I transact through WhatApp/ HIKE if my folio is in demat mode?
    For folios in demat mode for non ETF schemes, only additional purchase transactions will be allowed.
  • What is Transaction Through Fax / Email-Fax?
    A transaction request sent by the investor to AMC through fax and a copy of the same received in physical mode is treated as a transaction through Fax.
    A transaction request sent by the investor to AMC through fax when gets converted in the form of an Email with the document as an attachment is termed as transaction through Email-Fax.
  • What are the transactions accepted through Fax / Email-Fax?
    Existing investors can make the following transactions through Fax/Email-Fax.
    Financial Transactions -
    • Additional Purchase (Subscription)
    • Redemption
    • Switch in / Switch-out
    • Systematic Transfer Plan (STP) & Systematic Withdrawal Plan (SWP) Registration
    • Systematic Transfer Plan (STP) & Systematic Withdrawal Plan (SWP) Cancellation
    • Trigger Request
    • SIP / ISIP cancellation (For ISIP cancellation Investors are requested to simultaneously cancel Quantum as the biller in the Banks bill pay option)

    *Non-Financial Transactions:
    • Change or Updation of Email id
    • Change or Updation of Mobile/Contact no (Verification call* )
    • Updation of IFSC / MICR No / Bank Address
    • Change of mode of Payment: Direct payment (NEFT/RTGS)/Cheque
    • Updation of KYC after receiving KYC acknowledgement
    • Change in broker code / EUIN
    • Updation of PAN no (Verification call* )
    • Change / Updation for Date of Birth
    • Updation of DOB proof / relationship proof for minor investors
    • Minor Correction in name. (If the same is matching with the PAN /KYC for KYC verified investors and PAN card copy to be received through fax)

    *Note : On case to case basis verification call may be made for any of the above non-financial transactions if required by AMC for any additional clarifications/requirements/documents from PMLA /due diligence perspective for processing and updating the same in our records.
  • How does it work?

    Physical Fax –

    • The investor needs to send a fax on our toll free number – 1800-22-3864
    • This hard copy of fax received will be time stamped under the time stamping machine and the applicable NAV will be allotted on basis of timestamp and fund utilization in accordance with SEBI (Mutual Funds) Regulations.
    • The investor needs to subsequently send the original copy of the faxed document to our office.

    Email Fax -

    •  The investor needs to send a fax on our toll free number – 1800-22-3864
    • This Fax will be converted into image attachment by the software and will be transmitted to the Email Id - Transact@QuantumAMC.com as an attachment.
    • Unit allotment done depending on fax received time in server (subject to verification of request)
  • What are the details required for Fax / Email-Fax transactions?
    Kindly refer to the attached document for all the documents required for Fax / Email-Fax transactions.
  • How do I transact through Fax / Email-Fax?

    Physical Fax –
    • The investor needs to send a fax on our toll free number – 1800-22-3864
    • This hard copy of fax received will be time stamped under the time stamping machine and the applicable NAV will be allotted on basis of timestamp and fund utilization in accordance with SEBI (Mutual Funds) Regulations.
    • The investor needs to subsequently send the original copy of the faxed document to our office.

    Email Fax -
    • The investor needs to send a fax on our toll free number – 1800-22-3864
    • This Fax will be converted into image attachment by the software and will be transmitted to the Email Id - Transact@QuantumAMC.com as an attachment.

    Note –
    • After the necessary confirmation / verification for the fax transaction the AMC will send an acknowledgement email to the investor for acceptance or non-acceptance of the transaction. Such acknowledgement email from the AMC shall be considered as valid acceptance or non-acceptance of the transaction request and processed subsequently subject to additional bank-end validity of request.

  • Who can avail it?

    This facility will be available to existing registered individual investors and joint holders where the mode of holding is ‘Individual ‘or ‘Anyone or Either or Survivor’ or ‘Joint’ and who are KYC compliant. Even non-individual investors who are KYC compliant are eligible for transactions through Fax / E-Mail fax.
    Note: For Individual Investors the Email Id of the investor needs to be registered under his folio. For the Non-Individual Investors their Email ID  has to be registered under their folio to avail the ‘Email with Attachment’ facility however it is not mandatory for fax transactions.
    A new investor who wish to avail this facility shall be first required to subscribe for units through other modes of transaction i.e. offline or through the ‘Invest Online’ option provided on our website. Post which they can avail for transactions through this facility.

  • Is it applicable for channel investors and demat investors also?
    Channel Investors – Yes. All channel investors can avail for this facility.

    Demat Investors – Demat investors can avail this facility only for additional purchase and SIP cancellation transactions.
  • How will the payment be made for transactions through Fax / Email Fax?

    You need to register your bank through the One Time Mandate form for transfer of funds to the AMC’s account against your purchase transaction. Please Click Here to know more on One Time Mandate Facility.


    You can also transfer funds to AMC’s bank account before sending SMS for the Financial Transaction Request through NEFT / RTGS facility.

     

    Please Click Here and refer the question “Which are the Quantum collection bank account details to initiate an NEFT/RTGS transfer?” for our collection bank account details.


     

  • What will be the NAV applicability for this?

    For Physical Fax –
    Post receipt of the Fax, the request will be time stamped under the time stamping machine and the applicable NAV will be allotted on basis of timestamp and fund utilization in accordance with SEBI (Mutual Funds) Regulations i.e. to consider cut off timing and availability of funds for utilization for determining the applicable NAV the provisions of the respective Scheme Information Documents of the Scheme will be considered.

    For Email Fax -
    The processing of transactions will be done as per applicable NAV in accordance with SEBI Mutual Fund Regulations i.e. to consider cut off timing and availability of funds for utilization for determining the applicable NAV the provisions of the respective Scheme Information Documents of the Scheme will be considered.

    For the purpose of determining the applicable NAV in accordance with SEBI Mutual Fund Regulations, the system recorded date and time of the fax received by the system / Server of the AMC / Registrar. The transaction shall then be processed afterwards subject to further additional backend validity of request.

    Note : Incase there is any missing details found in the fax sent, then the same will be rejected.

  • Has the philosophy of Quantum Mutual Fund changed with the launch of Regular Plan?
    No. There is no change in Quantum's philosophy. Ever since its inception, Quantum has always maintained transparency in its approach by adopting a team-driven, well-defined research and investment process that has generated positive results for our investors over the long term. Till transparency on distributor commissions came into the system, Quantum reiterated the fact that we would pay Rs. ZERO. In October 2016, things changed. SEBI's new rule necessitates all mutual fund houses to disclose the exact commission paid to distributors in the half-yearly Consolidated Account Statement (CAS) that is sent to investors. Hence we launched a Regular Plan. Click here to know more on Quantum's philosophy.
  • Can I transact funds directly from the Quantum website irrespective of Direct or Regular Plan?
    Yes, you can continue to transact funds under the Direct Plan or Regular Plan from the Quantum website i.e., you can purchase, switch, redeem funds and perform all other transactions as always.
  • Will all investors who have invested in the Direct Plan through Distributors, be serviced by Distributors? Will Quantum no longer service investors who have invested under the Direct Plan by quoting an ARN number?
    No. Quantum will continue servicing its investors as it continues to offer Direct Plan, irrespective of whether they have come through Distributors or directly under the Direct Plan. All existing investors who would have come through Distributors will remain in our Direct Plan at the existing expense ratio and investors can transact funds under the Direct Plan from the Quantum website i.e., you can purchase, switch, redeem funds and perform all other transactions as always.
  • Is there any exit load if I switch from Direct Plan to the Regular Plan of the same scheme?
    No. There is no exit load while switching from Direct Plan to the Regular Plan. However, please note that such a switch would be a taxable event, wherever capital gains tax applies.
  • As a Quantum investor what do I need to do, now that you have launched regular plans?

    The chart below will explain what you need to do as an investor. In a nutshell, if you are a Direct investor with us, you need to simply sit back and relax as there’s nothing you need to do! ☺ - however if you have an ARN number along with your investment then the chart below will help you know the next steps

  • What will the expense ratios of Quantum schemes as a result?

    Direct Plan
    Regular Plan
    Quantum Long Term Equity Fund1.291.46
    Quantum Tax Savings Fund1.291.46
    Quantum Liquid Fund 0.180.24
    Quantum Dynamic Bond Fund0.670.79
    Quantum Equity Fund of Fund0.510.63
    Quantum Gold Saving Fund0.060.18
    Quantum Multi Asset Fund0.260.38
  • What are the commission levels that you will be paying distributors?
    ExpensesUpfront CommissionTrail Commission
    Year 1 Year 2 Year 3 Year 4 onwards
    Total Commission Paid00.15%0.20%0.25%0.15%
    Borne by      
     - Regular Plan Investors00.15%0.15%0.15%0.15%
     - Quantum AMC00.00%0.05%0.10%0.00%

    Click here to read more..
  • Is it compulsory for me to switch to Regular Plan from Direct Plan if I have invested through a Distributor? Why am I being advised to switch to Regular Plan?
    No. You can continue investing directly with us and being serviced directly by us even though you have invested through a Distributor. However, we do recognize that a few investors may need the assistance and the help of a Distributor to plan their investments while also wanting to be serviced by their Distributors. In such a scenario, as per the Regulatory Guidelines, these investors will need to switch from Direct Plan to Regular Plan as we will not be able to share data feeds with the Distributor who in turn in absence of data will not be able to service such investors.