multi asset, multi manager

(An open ended scheme investing in equity, debt & commodity)

MINIMUM INVESTMENT:

PLANS AND OPTIONS: LUMPSUM SYSTEMATIC INVESTMENT PLAN (SIP)

Rs. 5,000/- Weekly: Rs. 1,000/- (Wednesday)
Regular / Direct: Growth and IDCW
Fortnightly: Rs. 1,000/- (alternate Wednesday)
(Payout and Re-investment)
SUBSEQUENT INVESTMENT Monthly: Rs. 1,000/-
Rs. 1,000/- Quarterly: Rs. 3,000/-

and in multiples of Re. 1/- thereafter

BENCHMARK INDEX:
FUND MANAGERS:
LOAD STRUCTURE: 65% S&P BSE 200 TRI + 15% CRISIL
Sandeep Tandon | Sanjeev Sharma
Entry: Nil | Exit: Nil Short Term Bond Fund Index +
Ankit Pande | Vasav Sahgal | Varun Pattani
20% iCOMDEX Composite Index

Disclaimer: This brochure is for general reading purpose only and is not meant to serve as a professional guide. This document has been prepared on the basis of publicly
This Product is suitable for available information, internally developed data and other sources believed to be reliable. The Sponsor, the Investment Manager, the Trustee or any of their respective
Scheme Riskometer Benchmark Riskometer
investors who are seeking* directors, employees, affiliates or representatives (“entities & their affiliates”) do not assume any responsibility for, or warrant the authenticity, accuracy, completeness,
adequacy and reliability of such information. Whilst no action has been solicited based upon the information provided herein; due care has been taken to ensure that the facts
are accurate and opinions given are fair and reasonable. This information is not intended to be an offer or solicitation for the purchase or sale of any financial product or
• To Generate capital appreciation instrument. Recipients of this information are advised to rely on their own analysis, interpretations & investigations. Readers are also advised to seek independent professional
advice order to arrive at an informed investment decision. Entities & their affiliates shall not be liable for any direct, indirect, special, incidental, consequential, punitive or
• To Invest in equity, debt and commodity exemplary damages, including loss of profits, arising in any way from the information contained in this material. Entities & their affiliates including persons involved in the
preparation or issuance of this material may from time to time have long or short positions in and buy or sell the securities there of, of company (ies)/ specific economic sectors
mentioned herein. quant Money Managers Ltd. has no duty or obligation to update the information contained herein. Past performance may or may not be sustained in the
future. This brochure, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
written consent of quant Money Managers Ltd.
 Investment Approach Reasons to Buy
Well diversified equity strategy with a flexible Ideal for investors favouring exposure to three different asset
market cap allocation between large, mid, classes with one single investment; equity, debt, and Gold.
and small cap stocks.

Adaptive Asset Allocation to manage allocation Within equity asset class, the fund invests across large,
between equity, debt, and Gold. Minimum 10% mid, and small cap ensuring effective risk diversification.
exposure is maintained for each asset class.

Dynamic rebalancing of portfolio, to navigate the tides of

Sector agnostic investment approach. volatility, can provide superior risk-adjusted returns.

Stock selection process uses unconstrained Investment track record of over 20 years.
approach, allowing exploration of better
returns potential.

VLRT Framework| Adaptive Money Management

Being Relevant with ‘predictive analytics’ The core engine that drives us and sets us apart is a robust and
differentiated investment framework that enables us to see beyond
the horizon and stay relevant. Our unique analytical framework for
enabling ‘predictive analytics’ encompasses all available asset classes
and sectors, formulating a multi-dimensional research perspective.
Why multi-dimensional?
The markets are a complex, dynamic system. There is no one formula or
strategy or perspective that can consistently outperform
A diverse set of variables and participants are continuously interacting
with each other in myriad ways.
In the face of this uncertainty and complexity, instead of limiting
ourselves to any one school of thought we have found consistent
success by studying markets along four dimensions: Valuation,
Liquidity, Risk Appetite, and Time [VLRT].

Asset Allocation (%)

Cash & Other Certificate of
Receivable Deposits
3.89 1.86
Goverment
Securities
5.66

ETF
25.07

Equity & Equity

Related
63.51

(Data as December 30, 2022)

quant Mutual Fund | 6th floor, sea breeze building, appasaheb marathe marg, prabhadevi, mumbai - 400 025.
tel: +91 22 6295 5000 | whatsapp message: +91 99 20 21 22 23 | help.investor@quant.in | help.distributor@quant.in

Mutual funds are subject to market risk, please read all scheme related documents carefully.