Quantum Mutual Fund
Quantum Mutual Fund traces its origins to Quantum Advisors, a portfolio management company founded in the 1990s. In 2006, the company diversified into the mutual fund business, with Quantum Advisors now serving as the Sponsor of the fund house. The mutual fund has been a trailblazer in several aspects. Notably, in 2006, it became the first to benchmark its schemes' performance against total return indices, a practice later mandated for the entire mutual fund industry by the markets regulator in 2018. Quantum Mutual Fund also holds the distinction of being the first to introduce a zero upfront commission to distributors and develop a platform enabling investors to directly invest with the fund house.
As of November 2025, Quantum Mutual Fund manages Assets Under Management (AUM) amounting to Rs. 3,249.04 crores.
Quantum Mutual Fund snapshot
Inception date | December 02, 2005 |
Sponsor (s) | Quantum Advisors Private Limited |
Chief Executive Officer | Mr. Jimmy A Patel |
No. of Schemes | 9 |
Average AUM (Rs. in Crores) | 3,249.04 |
As on November 2025
17.66% | |
17.52% | |
14.43% | |
14.12% | |
How to invest in Quantum Mutual Fund
Anyone who is above 18 years of age and KYC compliant can start investing in mutual funds. To invest in Quantum Mutual Fund, use the Kotak Neo app and begin your investment in a jiffy.
Follow these three easy steps to invest through the Kotak Neo:
- Login with your credentials (mobile number/PAN/QR code)
- Click on Invest and select ‘Mutual Funds’ from other investments
- Select the fund of your choice and begin investing
Kotak Securities Limited: AMFI-registered Mutual Fund Distributor