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Quantum Equity Fund of Funds

Fund of Funds - A smart way of investing in mutual funds

Fund of Funds offer investors a unique and excellent investment proposition. These are mutual fund schemes that invest in the schemes of other mutual funds. That means; it takes the concept of mutual fund investing to another level. While mutual funds invest in stocks of various companies,Fund of Funds invests in the schemes of their own fund house or a third party fund house. Now let us understand what makes Fund of Funds a smart way of investing in mutual funds.

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Quantum Equity Fund of Funds

Quantum Equity Fund of Funds is a equity-oriented FoFs scheme from Quantum Mutual Fund. The fund offers investors a unique and attractive investment proposition. The fund aims at investing only in diversified equity mutual fund schemes of third party fund houses from a long-term perspective. That means:

  • It will not invest in any sector/thematic funds, index funds, tax-saving funds (ELSS), balanced funds or any other type of funds except for diversified equity schemes.
  • It will not invest in any scheme from Quantum Mutual Fund.
  • It will not invest in mutual fund schemes, which have a track record of less than 3 years.

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Research by PersonalFN

PersonalFN provides the research support for Quantum Equity Fund of Funds. Hence, the investments will be made based on the recommendations provided by PersonalFN. For selecting the schemes, PersonalFN will follow a proprietary quantitative and qualitative criterion. PersonalFN has been in the business of researching mutual fund schemes for over a decade now. It is known to provide personalized, unbiased and honest advice to investors pertaining to their investments. The research process followed by PersonalFN for Quantum Equity Fund of Funds is very comprehensive,and hence one of the highlights of the fund.

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Why Quantum Equity Fund of Funds?

By investing in Quantum Equity Fund of Funds, investors get an opportunity to invest in some of the best mutual fund schemes in the industry.

Quantum Equity Fund of Funds will follow a comprehensive research methodology, developed by PersonalFN, for selecting the schemes. The research methodology comprises a nice blend of a quantitative and qualitative analysis.

Quantitative analysis - Under quantitative analysis, the focus is on the performance of the schemes across time frames and market cycles. In addition, the schemes are evaluated based on the stock concentration levels in their portfolios, and also on the basis of risk-adjusted returns.

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Fund of Funds stands out

The Indian mutual fund industry has grown manifold in the last 5-7 years. In March 2003, the asset under management of the mutual fund industry was around Rs 794.64 bn. Now it has shot up to Rs 6,875.58 bn (as on August 2010). Not only in terms of size, but also in terms of the variety of mutual fund schemes on offer, the growth has been tremendous. While having a variety of schemes provides investors more options to choose from, it also has its own drawbacks.

Consider this; there are 41 fund houses at present. These fund houses offer approximately 379 equity schemes. Of these equity schemes, there are around 215-diversified equity schemes; 71-sector/thematic schemes, 30-index schemes, 47 tax-saving funds (ELSS) and 16 Equity ETFs. Combining all, there are about 915 plans/options. This makes the investment decision complex. The plethora of schemes launched by all mutual funds makes the choice extremely tricky.

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Benefits of the Quantum Equity Fund of Funds

There are numerous benefits of investing in the Quantum Equity Fund of Funds.

  • Investors no longer have to scout for which fund house to invest in.
  • They no longer have to spare time for selecting the right scheme from a host of schemes.
  • Given the research for selecting the schemes is done by PersonalFN.

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What should investors do?

As mentioned earlier, Quantum Equity Fund of Funds invests in mutual fund schemes recommended by PERSONALFN. This provides investors an opportunity to invest in some of the best mutual fund schemes in the industry and benefit from the same. At PersonalFN, we have always recommended investors to invest in mutual fund schemes, which have the potential to add value to their investment portfolio. Quantum Equity Fund of Funds is one such fund. Hence, investors who are looking forward to investing in well-managed and established mutual fund schemes must invest in the Quantum Equity Fund of Funds.

Click here to download Application form and KIM

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