Quantum Asset Management Company (AMC) is introducing a new investment opportunity to the market with the launch of the Quantum Multi Asset Allocation Fund. This fund aims to provide investors with a diverse portfolio while offering tax efficiency and protection against inflation.
The Quantum Multi Asset Allocation Fund is designed as an open-ended equity scheme that seeks to generate long-term capital appreciation and income. The fund will achieve this by investing in a variety of asset classes, including Equity & Equity Related Instruments, Debt & Money Market Instruments, and Gold Related Instruments.
Co-managed by Chirag Mehta, Chief Investment Officer, and Pankaj Pathak, Fund Manager – Fixed Income, at Quantum AMC, the fund aims to offer investors a well-rounded investment option. It provides greater tax efficiency and potential inflation coping capabilities compared to traditional investment avenues such as fixed deposits.
To maintain a diversified portfolio, the Quantum Multi Asset Allocation Fund will allocate its investments as follows: Equity & Equity Related Instruments (35-65%), Debt & Money Market Instruments (25-55%), and Gold Related Instruments (10-20%).
Investors can participate in the fund with a minimum lump sum investment of ₹500 and subsequent investments in multiples of Re.1. Additionally, investors have the option to opt for a systematic investment plan (SIP) with a minimum investment of Rs. 100 (Daily) or Rs. 500 for other frequencies (Weekly, Fortnightly, Monthly & Quarterly).
As an added benefit, the Quantum Multi Asset Allocation Fund will provide indexation benefits and invest predominantly in securities of the Nifty 50 index and other large-cap stocks for its equity component. It will also include sovereign and PSU debt securities across durations in its fixed income allocation, as well as Quantum Gold ETF & Other Gold related instruments for its gold component.
By diversifying investments across various asset classes, the fund aims to provide investors with a rewarding and smoother investment experience. This can be particularly attractive for first-time investors looking for a measured approach to equity markets while also benefiting from diversification and potentially better returns than traditional fixed deposits.
As stated by Chirag Mehta, Chief Investment Officer at Quantum AMC, “This fund provides these first-time investors with a measured approach to equity markets along with diversification from gold and debt, thereby providing a rewarding and relatively smoother investment experience.”
Furthermore, Pankaj Pathak, Senior Fund Manager at Quantum AMC, emphasizes, “The fund simplifies investment decisions with its one-stop diversified solution that invests across asset classes and enhances tax efficiency through indexation benefits. Investors in the 30% tax slab stand to benefit significantly compared to traditional fixed deposits.”
The Quantum Multi Asset Allocation Fund offers investors the opportunity to create a diversified portfolio that aims to deliver long-term capital appreciation and income. With its tax-efficient structure and potential protection against inflation, the fund presents an attractive option for those seeking to optimize their investments.
Quantum Multi Asset Allocation Fund – FAQ
1. What is the Quantum Multi Asset Allocation Fund?
The Quantum Multi Asset Allocation Fund is an open-ended equity scheme introduced by Quantum Asset Management Company (AMC). It aims to provide investors with a diversified portfolio while offering tax efficiency and protection against inflation.
2. What are the asset classes in which the fund invests?
The fund invests in a variety of asset classes, including Equity & Equity Related Instruments, Debt & Money Market Instruments, and Gold Related Instruments.
3. Who manages the Quantum Multi Asset Allocation Fund?
The fund is co-managed by Chirag Mehta, Chief Investment Officer, and Pankaj Pathak, Fund Manager – Fixed Income, at Quantum AMC.
4. What is the allocation strategy of the fund?
To maintain a diversified portfolio, the Quantum Multi Asset Allocation Fund allocates its investments as follows: Equity & Equity Related Instruments (35-65%), Debt & Money Market Instruments (25-55%), and Gold Related Instruments (10-20%).
5. What is the minimum investment required to participate in the fund?
Investors can participate in the fund with a minimum lump sum investment of ₹500. They also have the option to opt for a systematic investment plan (SIP) with a minimum investment of Rs. 100 (Daily) or Rs. 500 for other frequencies (Weekly, Fortnightly, Monthly & Quarterly).
6. What are the indexation benefits provided by the fund?
The Quantum Multi Asset Allocation Fund provides indexation benefits and invests predominantly in securities of the Nifty 50 index and other large-cap stocks for its equity component. It also includes sovereign and PSU debt securities across durations in its fixed income allocation, as well as Quantum Gold ETF & Other Gold related instruments for its gold component.
7. Who may find this fund particularly attractive?
First-time investors looking for a measured approach to equity markets while benefiting from diversification and potentially better returns than traditional fixed deposits may find this fund particularly attractive.
8. What are the advantages of investing in the Quantum Multi Asset Allocation Fund?
Investing in this fund provides a measured approach to equity markets along with diversification from gold and debt, resulting in a rewarding and relatively smoother investment experience. Additionally, investors in the 30% tax slab stand to benefit significantly compared to traditional fixed deposits.
9. How does the fund aim to deliver long-term capital appreciation and income?
By diversifying investments across various asset classes, the Quantum Multi Asset Allocation Fund aims to provide investors with a rewarding and smoother investment experience, ultimately delivering long-term capital appreciation and income.
Key Terms:
– Asset classes: Different categories of assets in which an investment can be made, such as stocks, bonds, and real estate.
– Equity: Ownership in a company, represented by shares of its stock.
– Debt: An instrument indicating an obligation to repay borrowed money, such as bonds or loans.
– Money market instruments: Short-term, low-risk, and highly liquid securities, such as treasury bills and commercial paper.
– Gold Related Instruments: Financial instruments that enable investment exposure to gold, such as gold exchange-traded funds (ETFs).
Related Links:
– Quantum Asset Management Company
The source of the article is from the blog cheap-sound.com