quant_Teck_Fund_Presentation.pdf ppt new

quant TeCK Fund

1. © quant

2. © quant
why sector funds now? | timing is the key
2
ThecoreinnovationbehindtheVLRTFrameworkisthesynthesisofvariousdimensionstoidentifyinflexionpoints,long
beforethelargertrendplaysoutandthereforeatquant,weareinflexionpointandcyclesstrategists,insteadof
momentumchasers.Thedifferenceinlookingforinflexionpointsisthatitallowsustopositionourselvesatthemost
opportunephasesofthecyclicalflowofmarkets
ThroughPredictiveAnalyticsplatform,ourCyclesAnalyticsframeworkworkstoidentifycyclesofvariouslengthsand
amplitudes,acrossassetclassesandtheinter-linkagesandoverlapsofthesemultifariouscyclesaresynthesizedinto
thebusinesscycle.InMay’2023welaunchedthe‘quantBusinessCycleFund’,theobjectiveofwhichwastoprovide
investorswithahighriskappetite,asafeavenuethroughmutualfundstocapitalisespecificallyoncycles
Wearetodayatanimportantjuncture,astheVLRTmulti-dimensionalFrameworkclearlypointsoutthatamedium
termbottomingofRiskAppetiteisverynearprovidingtheimpetusforanewbusinesscycleandLiquidityAnalyticsare
supportiveforpastmanymonths.ThelasttimetheVLRTframeworkmulti-dimensionalvariableswerecomingtogether
toindicatesuchaturningpointwasinMarch-April2020,postwhichtherewerestrongresultingtrendstothe
downsideandupsiderespectively
Theadvantageoftakingapositionininflexionpointsisthattherisk-rewardratioisthemostfavorable,whichmakesa
significantdifferencetorisk-adjustedperformance.Attheconfluenceofvariouscycles,themathematicsofmarket
patternsstartsworkinginfavorofdynamicmoneymanagerslikeus
AspertheVLRTFramework,specificallyCyclesAnalytics,2023istheculminationofseveralcyclesincludingthewar,
andfinancialcrisiscycles.Therenewedhypearoundde-dollarization,whichwehavebeentalkingaboutsince2019,is
similarlyduetolong-termmonetaryandcurrencycycles
FromH2ofFY23,marketsmayembarkonamultiyearbullrunasglobalRiskAppetiteAnalyticsforvariouscountries
andmultiassetclasseswillbottomout.LiquidityAnalyticshavealreadybottomedoutasglobaltighteningcyclehas
peakedoutinQ4of2022.Toridethiswave,andtheresultingbusinesscycle,wearelaunchingseriesofthematicfunds
whicharestronglycorrelatedwithcyclicalupturnsandquantTeCKFundcanbeoneofthebestadditiontoyour
portfoliotocapitalizeontheopportunitiesinIndianinformationtechnologyspace

3. © quant
why sector funds now? | timing is the key | money flow analytics in action
Sector Period Risk Appetite Liquidity Outcome
IT Q1 2007 High Highest Long-term Valuation Top
IT Q4 2017 Lowest Lowest Long-term Valuation Bottom
IT Q4 2021 Highest Highest Long-term Valuation Top
IT Q3 2023 Declining (climatic stages)Rising (early stages) Medium-term Bottom is Near
Media Q1 2017 Highest Highest Long-term Valuation Top
Media Q2 2023 Very Low Rising (very early stages)Long-term Valuation Bottom
Teck Q1 2022 Highest Highest Long-term Valuation Top
Teck Q3 2023 Declining (climatic stages)Rising (early stages) Medium-term Bottom is Near
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4. © quant
Innovation is the ability to see change
as an opportunity –not a threat
—Steve Jobs

5. © quant
quant TeCKFund | India’s 1
st
TMT Fund
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The Technology, Media, and Telecom (TMT)
sector is an industry grouping that includes
companies focused on new technologies
The TMT sector includes a wide range of
companies that depend on research &
development (R&D)
By getting in early on stocks in the TMT
industry, growth investors can aspire to
achieve higher returns
Despite being a thematic fund, the scheme
offers diversification –the TMT segment is
broad and is often divided into subsectors,
including hardware, semiconductors,
software, media and telecom
Technology
(IT, cloud,
cybersecurity,
innovative
personal
tech, blockchain,
data analytics,
apps)
Media
(TV, music, movies,
OTT, animation,
interactive media,
press, publishing,
advertising &
marketing)
Telecom
(mobile
telephony, tower
technologies, 5G
network,
semiconductors,
satellite
technology)
IN

6. © quant
quant TeCKFund | Indian technology landscape
6Source: internal research, industry reports
State of the Indian technology sector

7. © quant
quant TeCKFund | Indian telecom landscape
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Source: internal research, industry reports
Capex spend towards network infrastructure –
India (2023-26) (in US$ Billion)
Market size of semiconductor application industries for India in 2022 and 2026 in US$ billion
~20% CAGR
Market share of semiconductor application industries
in India in 2022 and 2026
Source: Gartner -Forecast: Communications Service Provider, Operational Technology, Worldwide, 2020-2026
Source -Deloitte Analysis

8. © quant
quant TeCKFund | Indian media landscape
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Source: internal research, industry reports
There is huge long-term potential for the
OTT market in India, courtesy the size and
diversity of the country’s population. 5G
and broadband infrastructure, if improved
further in the country, will open an even
bigger market for OTT players. While the
global growth rate for the OTT segment is
8.4%, India is way ahead with a CAGR of
14.32%
India’s internet advertising market is among
the fastest growing in the world, showing
35.3% growth in 2022. India’s OOH advertising
market is also expanding rapidly. Growing at a
CAGR of 9.9%, it will outperform every other
OOH market in the world over the forecast
period. By 2027, India will be the fourth-
largest TV advertising market globally, after
the US, Japan and China
India’s video games market is
predominantly geared towards
social/casual gaming. Expanding at a CAGR
of 22.5%, revenue is expected to reach
USD 3.8 billion by 2027. India is poised to
be one of the fastest-growing markets in
the world for exports with market revenue
forecast to grow from USD 7.6 million in
2021 to USD 21 million in 2027 –i.e. at a
CAGR of 22.3% (only e-sports).

9. © quant
technology investing | 3 distinctive features
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Technology adoption proliferating
Industriesfromhealthcaretoeducationtofinancetomanufacturingareactivelyusing
technologytoreimaginenearlyeveryfacetoftheiroperations.Anaccelerationinindustrial
automationandcontactlesspaymentsisalreadyvisible
Arapidadoptionofnewtechnologiesandincrementaltech-basedinvestmentsarechanging
thecourseofmanyindustries,enablingcompaniestodemonstrablyaddvalue
Companies riding on waves of innovation
Highqualitycompaniesthatexcelatcreatingvalueforconsumersthroughdiverse
technologicalapplicationsandareavailableatgreatvaluations,offersuperiorlong-termrisk-
adjustedreturns
Game-changinginnovatorswhooptimizetheirexistingbusinessesandcreatenewergrowth
throughdeeptechinnovation
Creating value for society
Investingincompaniespositionedtoparticipateinlong-termtechinnovationthemethat
servesimportanthumanneeds
Focusedonidentifyingandinvestingincompaniescapableofincreasingprofitabilityand
growthbyservingtheneedsofcustomers,employees,suppliers,communities,the
environmentandsociety

10. © quant
technology investing | redesigning the future
Technology industry’s greatest long term potential for transformation
Internet of Things
(IoT)
Robotic Process
Automation
(RPA)
Artificial
Intelligence
(IA)
Blockchain
Technology
Augmented
Reality
(AR)
Virtual Reality
(VR)
Social networking,
Collaboration
technologies
Biotech,
Digital Health,
Genetics
Software as a
Service
(SaaS)
10

11. © quant
technology investing | global top 10 technologies of strategic importance
Note: Respondents were asked to provide up to three choices for technologies. As a result, percentages displayed do not add up to 100.
Source: World Economic Forum, Jan’23
Technologies related to economic foundations -agriculture, education and energy -feature prominently, while the information and
technology services sector plays the largest role in enabling the growth of new markets
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12. © quant
technology investing | WEF –IT services is the most likely sector for new market creation
Source: World Economic Forum, Jan’23
First place among the sectoral opportunities is taken by information and technology services, reflecting the central importanceof
the Fourth Industrial Revolution to the markets of tomorrow
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13. © quant
technology investing | Indian tech companies driving innovation
StartupEcosystem
Indiahasemergedasthethird-largeststartupecosystemintheworld.Thesestartupsaredrivinginnovationacross
varioussectors,includinghealthcare,finance,educationandtransportation
Digital Infrastructure
Indiaisinvestingheavilyinitsdigitalinfrastructure,withthegovernment’sDigitalIndiainitiativedrivingthe
country’sdigitaltransformation.Thishasledtotheproliferationofsmartphones,internetconnectivityanddigital
paymentsystems
Artificial Intelligence (AI) & Data Analytics
IndiaisemergingasahubforAIanddataanalytics,withagrowingnumberofstartupsofferingAI-basedsolutions
andservices
Digital Payments
India,primarilyacash-basedeconomy,nowleadstheworldinreal-timedigitalpayments.Now,agloballeaderin
theFintechspace,IndiawillsoonlaunchitsownCentralBankDigitalCurrency(DigitalRupee)
Agriculture
India’sagriculturesectorisalsoundergoingatechnology-driventransformation,withstart-upsofferingsolutions
suchasprecisionagriculture,soiltestingandcropmonitoring
Healthcare
Indiahasarapidlygrowinghealthcaresectorandtechnologyadoptionplaysakeyroleinimprovinghealthcare
outcomes.Indiaishometoanumberofhealthtechstart-upsofferingsolutionssuchastelemedicine,digitalhealth
recordsandhealthmonitoringdevices
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14. © quant
fund positioning & strategy
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Fund Positioning
For investors wishing to participate in
opportunities across TMT focus and
innovation driven sectors that exhibit
transformational power of research &
innovation and the digital prowess to
bring about superior business
outcomes
Suitable for long-term investors who
seek a dedicated investment approach
to the TMT sectors in India, and are
willing to invest in companies, which
can benefit from India’s superior
positioning as a burgeoning center of
software and technological innovation
FundStrategy
The scheme will allocate minimum 80% of the assets to the TMT theme, which includes consulting companies, digital service providers,
data and data solution providers, fintech companies, internet companies, IT software/ hardware/ infrastructure/ services companies,
media companies, platform/ aggregator services companies, telecom and related software & infrastructure companies
quant Money Flow Analytics is endorsing that the current timing of the NFO is apt as the IT sector is in climatic phase of bottoming out
whereas both telecom and media industry is already emerging as a backbone of the consumption theme
Risk mitigating VLRT Framework and Predictive Analytics tools will be utilized to dynamically manage known risks and identifyinvestment
opportunities

15. © quant
reasons to buy
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Innovative and Exciting Companies
The technology sector is home to some of the most innovative and exciting companies in the world. Globally, some of
the technology companies are among the largest corporations in the world that constantly push the boundaries and
introduce new products and services that change the way we live and work
Rapidly Growing Industry
The technology sector is one of the fastest-growing industries in the world. Global spending on information technology
is expected to reach tens of trillions of dollars in the years to come
Lucrative Growth Opportunities
Many tech companies are still in their early stages of growth and offer investors lucrative opportunities for long-term
capital appreciation. Tech stocks tend to have strong financial fundamentals with steady revenue and cash streams
Favourable Demographics
The technology sector benefits from favorable demographic trends, as younger generations are increasingly
comfortable with and reliant on technology. Millennials are expected to make up 75% of the workforce by 2025
Long Term Tailwinds
The technology sector is benefiting from a number of long-term tailwinds, including the continued growth of the global
economy, the proliferation of mobile devices and the rise of artificial intelligence. These trends are expected to
continue for many years to come, providing a strong tailwind for tech stocks
Sectoral Opportunities
According to the World Economic Forum, information and technology services is the most likely sector for new market
creation, reflecting the importance of the Fourth Industrial Revolution to the markets of tomorrow. A range of digital
technologies are now strategic priorities, including e-commerce and digital trade, digital platforms, artificial intelligence
and Internet of Things

16. © quant
key scheme benefits
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Wide Portfolio, Many Themes
Holistic exposure to TMT sectors ranging from semi conductors to automation provides several investment
opportunities from the technology ecosystem
Increasing Consumption Drives Growth
Companies from the tech space are benefitting immensely from the increased demand and consumption for
technologically advanced products by the growing Indian middle class
Accelerating Financial Inclusion
Enhanced access to institutional credit to bolster the Government’s efforts to promote financial inclusion through
financial products, encouraging platform companies to set up their own platforms
Framework for Delivering Investor Value
Our market cap agnostic and unconstrained approach optimizes the risk-return payoff, giving flexibility to our money
managers to take advantage of market changes and shifting economic/ sector cycles in a timely manner
Government Push
The government has introduced multiple policies aimed at projecting India as a technology powerhouse. As a result,
India’s gross expenditure on tech R&D has been consistently increasing over the years. The government has also
implemented several schemes to nurture and advanced technological research in the country
Greater Platformizationof Businesses
More and more industries are leveraging technology to differentiate themselves as customers want solutions to
business problems. Higher adoption of cloud based platforms and new business models will keep new opportunities
flowing and expanding

17. © quant
Global Risk Appetite Analysis and Global Liquidity Analysis to determine
the flow of money across asset classes, regions and countries
Indian Risk Appetite Analysis andDomestic Liquidity Analysis to
determine whether it is a“Risk On / Risk Off” Environment
quant
Port-
folio
The VLRcomponents of our VLRT
framework spring into action and
help us shortlist stocks
Lastly, it comes down to
“Timing” –a function of
all our analytical
factors
Investment Process
Money Flow Analysis can help identify stocks at
inflection points that are experiencing a shift in
perception
quant pursues global research with a
focus on financial markets and the real
economy which includes the real
economy and leveraged economy. We
place a large emphasis on the role of
participants’ behavior. This idea has
evolved into a multi-dimensional
research perspective which is now
formulated in our VLRT framework.
In a dynamic world, it is not just a
choice but a necessity to adopt a
multi-dimensional approach
The world is becoming non-linear and
parabolic and to stay relevant, money
managers must think with an
unconstrained mind, actively update
their methods and earnestly search
for absolute returns, considering all
markets and asset classes
investment process | from macro to micro
17

18. © quant
multi-dimensional research | multi asset, multi manager | multivariant analytics
18
“Analysis Adds Up”
We believe safeguarding investor wealth is
paramount. Apart from reducing risk by
investing across asset classes,we take
diversification to another dimension by
ensuring every investment decision comes
from a focused discussion between
investment managers, research analysts
and analytics team –each with diverse
sets of capabilities and experiences

19. © quant
VLRT framework | the 4 dimensions in motion | risk mitigation via effective market timing
19

20. © quant
top 10 stocks and sectors classification
20Stocks % of Net AssetsSectors % Weightage
SUN TV Network Limited 10.07Entertainment 14.94
HFCL Limited 9.37IT - Services 13.99
Just Dial Limited 9.01Retailing 10.01
Reliance Industries Limited 8.73Telecom - Services 9.37
Affle (India) Limited 5.20Petroleum Products 8.73
R Systems International Limited 5.14IT - Software 6.32
Nazara Technologies Limited 4.87Commercial Services & Supplies 3.99
Redington Limited 3.99
Sasken Technologies Limited 3.64
Birlasoft Limited 3.43
Total of Top 10 Holdings 63.46 (Data as o n July 31, 2024)

21. © quant
quant mutual | money under management (MuM)
21*Total folios and MuM(Money under Management) data as on 31 July ’24 (approximately)
MuM
Rs. 96,600 Crores
+
---------------------------------
Folios*
80 Lacs
+

22. © quant
quant MF –Equity schemes
Fund Fund Manager
3 Months 6 Months 1 Year 3 Years 5 Years Since Inception
Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM
quant Small Cap Fund
(Inception Date: Oct. 29, 1996)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
10.03% 13.59% 18.19% 19.52% 60.80% 59.11% 31.40% 26.31% 49.00% 32.59% 20.63% 18.75%
quant TaxPlan
(Inception Date: Apr. 13, 2000)
Ankit Pande, Vasav Sahgal 9.62% 12.57% 20.01% 19.52% 54.73% 39.28% 27.21% 21.09% 37.97% 22.35% 23.61% 15.97%
quant Mid Cap Fund
(Inception Date: Mar. 20, 2001)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
9.94% 15.94% 24.98% 22.65% 62.49% 55.53% 33.76% 28.66% 40.08% 31.58% 21.03% 20.91%
quant Multi AssetFund
(Inception Date: Apr. 17, 2001)
Sandeep Tandon, Ankit Pande, Sanjeev
Sharma, Vasav Sahgal, Varun Pattani
3.90% 7.20% 17.94% 13.36% 42.90% 22.22% 24.29% 12.40% 30.59% 12.17% 16.45% N.A.
quant AbsoluteFund
(Inception Date: Apr. 17, 2001)
Sanjeev Sharma, Ankit Pande,
Vasav Sahgal
8.33% 8.95% 17.18% 14.05% 37.50% 26.34% 20.82% 15.39% 28.41% 16.77% 19.08% 13.37%
quant Active Fund
(Inception Date: Apr. 17, 2001)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
9.57% 13.21% 19.97% 19.98% 49.56% 45.31% 25.46% 23.27% 35.00% 25.94% 22.72% 17.59%
quant Liquid Fund
(Inception Date: Oct. 03, 2005)
Sanjeev Sharma 1.75% 1.80% 3.58% 3.67% 7.23% 7.41% 5.99% 6.05% 5.74% 5.45% 7.23% 6.82%
quant Large & Mid Cap Fund
(Inception Date: Jan. 08, 2007)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
11.24% 13.81% 25.32% 20.77% 62.08% 44.45% 31.75% 23.77% 32.24% 25.61% 21.78% 18.09%
quant Infrastructure Fund
(Inception Date: Sep. 20, 2007)
Ankit Pande, Vasav Sahgal 9.66% 11.00% 24.10% 21.33% 76.14% 56.86% 37.88% 30.32% 41.38% 26.87% 21.06% 13.38%
quant Focused Fund
(Inception Date: Aug. 28, 2008)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
9.82% 12.57% 19.20% 19.52% 46.71% 39.28% 23.99% 21.09% 27.56% 22.35% 19.93% 15.97%
quant Flexi Cap Fund
(Inception Date: Oct. 17, 2008)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
12.12% 12.57% 22.10% 19.52% 59.14% 39.28% 27.48% 21.09% 37.19% 22.35% 22.23% 15.97%
quant ESG Equity Fund
(Inception Date: Nov. 05, 2020)
Ankit Pande, Sanjeev Sharma,
Vasav Sahgal
18.54% 13.53% 27.95% 18.77% 54.58% 36.48% 32.51% 17.03% N.A. N.A. 44.66% 23.17%
quant Quantamental Fund
(Inception Date: May. 03, 2021)
Ankit Pande, Sandeep Tandon,
Sanjeev Sharma, Vasav Sahgal
9.01% 12.36% 22.79% 19.29% 59.29% 37.04% 35.31% 20.32% N.A. N.A. 35.71% 22.07%
quant Value Fund
(Inception Date: Nov. 30, 2021)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
10.76% 12.57% 27.03% 19.52% 74.93% 39.28% N.A. N.A. N.A. N.A. 37.19% 20.69%
quant Large Cap Fund
(Inception Date: Aug. 11, 2022)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
9.23% 11.65% 19.40% 18.82% 46.52% 33.70% N.A. N.A. N.A. N.A. 29.17% 22.03%
quant Overnight Fund
(Inception Date: Dec. 04, 2022)
Sanjeev Sharma 1.69% 1.65% 3.42% 3.31% 7.30% 6.86% N.A. N.A. N.A. N.A. 7.07% 6.76%
quant Gilt Fund
(Inception Date: Dec. 21, 2022)
Sanjeev Sharma 2.45% 3.53% 4.33% 4.87% 7.74% 8.92% N.A. N.A. N.A. N.A. 7.75% 8.53%
quant Dynamic Asset Allocation Fund
(Inception Date: Apr. 12, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
9.96% 7.53% 21.40% 11.81% 58.30% 21.97% N.A. N.A. N.A. N.A. 56.59% 23.43%
quant Business Cycle Fund
(Inception Date: May. 30, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
15.07% 12.57% 24.80% 19.52% 69.76% 39.28% N.A. N.A. N.A. N.A. 72.25% 41.98%
quant BFSI Fund
(Inception Date: Jun. 20, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
9.36% 7.92% 18.41% 15.07% 65.54% 16.24% N.A. N.A. N.A. N.A. 69.42% 18.91%
quant Healthcare Fund
(Inception Date: Jul. 17, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
18.34% 14.67% 23.92% 20.26% 61.55% 46.86% N.A. N.A. N.A. N.A. 62.62% 51.74%
quant Manufacturing Fund
(Inception Date: Aug. 14, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
15.73% 17.41% 26.79% 35.13% N.A. N.A. N.A. N.A. N.A. N.A. 79.22% 62.09%
quant Teck Fund
(Inception Date: Sep. 05, 2023)
Sanjeev Sharma, Ankit Pande,
Vasav Sahgal
17.71% 21.91% 20.04% 15.79% N.A. N.A. N.A. N.A. N.A. N.A. 49.64% 37.17%
quant Momentum Fund
(InceptionDate: Nov. 20, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
12.71% 12.57% 29.29% 19.52% N.A. N.A. N.A. N.A. N.A. N.A. 102.87% 53.53%
quant Commodities Fund
(InceptionDate: Dec. 27, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
14.95% 9.88% 34.32% 21.53% N.A. N.A. N.A. N.A. N.A. N.A. 89.05% 49.17%
quant PSU Fund
(InceptionDate: Feb. 20, 2024)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
15.19% 15.56% 20.05% 28.41% N.A. N.A. N.A. N.A. N.A. N.A. 44.09% 68.87%
Note:Dataason31July2024.Theaboveperformancedatausesabsolutereturnsforperiodlessthan1yearandannualizedreturnsforperiodmorethan1yearforDirect(G)plans.However,differentplanshavedifferentexpensestructure.Pastperformancemaynotbeindicative
offutureperformance.Thecalculationofreturnssinceinceptionuses07-01-2013asthestartingdateforquantSmallCapFund,quantELSSTaxSaverFund,quantMidCapFund,quantMultiAssetFund,quantAbsoluteFund,quantActiveFund,quantLiquidFund,quantLarge&
MidCapFund,quantInfrastructureFund,quantFocusedFund,quantFlexiCapFund

23. © quant
quant MF –Debt schemes
Fund
Fund
Manager
7 Days 15 Days 1 Month 3 Month 6 Months 1 Year 3 Years 5 Years Since Inception
FundBM FundBM FundBM FundBM FundBM FundBM FundBM FundBM FundBM
quant Liquid Fund
(Inception Date:
Oct. 03, 2005)
Sanjeev
Sharma
0.13%0.13%0.28%0.28%0.59%0.65%1.75%1.80%3.58%3.67%7.23%7.41%5.99%6.05%5.74%5.45%7.23%6.82%
quant Overnight
Fund
(Inception Date:
Dec. 04, 2022)
Sanjeev
Sharma
0.12%0.12%0.27%0.27%0.54%0.58%1.69%1.65%3.42%3.31%7.30%6.86%N.A.N.A.N.A.N.A.7.07%6.76%
quant Gilt Fund
(Inception Date:
Dec. 21, 2022)
Sanjeev
Sharma
0.28%0.19%0.43%0.43%0.89%1.02%2.45%3.53%4.33%4.87%7.74%8.92%N.A.N.A.N.A.N.A.7.75%8.53%
Note:Dataason31July2024.Theaboveperformancedatausesabsolutereturnsforperiodlessthan1yearandannualizedreturnsforperiodmorethan1yearforDirect(G)plans.However,differentplanshavedifferentexpensestructure.Pastperformancemaynotbeindicative
offutureperformance.

24. © quant
quant | money managers
24
Sandeep Tandon | Founder & Chief Investment Officer
Sandeep is the founder & chief investment officer of the quant Group and has a vast experience of over 27 years in the capital markets. His
journey in the money management business started in FY 1992-93 with GIC mutual fund (a JV partner with George Soros in India) where he was a
trainee. He later joined IDBI Asset Management (now Principal Asset Management), where he was a founding member and was part of the core
team that initialized the asset management business. He played a key role in devising, conceptualizing and marketing one of India’s most
successful mutual fund schemes: IDBI I-NITS 95. Furthermore, Sandeep worked in pivotal positions at several reputed financial services firms
including ICICI Securities (a JV partner with J P Morgan in India), Kotak Securities (a J V partner with Goldman Sachs in India)and REFCO (erstwhile
global derivatives firm). He has also worked at the Economic Times Research Bureau (a research wing of Bennett, Coleman and Company Limited)
Sandeep’s credentials as a Global Macro Strategist are well established. He has channeled his vast experiences, interests andnovel thinking into
building the Predictive Analytics framework and the dynamic VLRT investment framework of the quant group. It is these frameworks coupled
with his deep understanding of various asset classes at a global level, including, credit, commodities, equities and now digitalcurrencies that
enable Sandeep in definitive identification of market inflexion points and arrive at conclusive micro and macro calls.
Sandeep has a strong belief in quant Group’s role as a knowledge partner in creating awareness about latest developments in investment
philosophy and ideas, such as behavioral research. It is for this reason that he believes investor education is of utmost importance and the group,
under his leadership, has undertaken many initiatives in this regard. Based on this belief Sandeep authored a book titled ‘BeingRelevant’ which
was published in May 2019. This book builds on research covering decades, even centuries of data points, distilled through quant’s VLRT
Framework and Predictive Analytics indicators. The book further outlines the potential trajectory for the world in the coming decades that can
help money managers and investors prepare for volatile times which will upend the conventional analytical methods and beliefsofthe past
decades

25. © quant
quant | money managers
25
Sanjeev Sharma | Money Manager
Sanjeev brings along a rich and diverse experience in the Capital Markets of over 18 years to his role of a Money Manager. Hehas obtained an M.Com, PG
Diploma in Business Administration (Finance) and Certified Treasury Manager (Forex & Risk Management). He has been associatedwith various schemes of
quant mutual fund since 2005. Sanjeev specializes in analysis of credit risk and is responsible for monitoring and assessing investment opportunities across asset
classes. He has a deep understanding of macroeconomic policies and its impact on the credit markets. Over the years, Sanjeev hasbuilt formidable relationships
with key treasurers in the industry. In his spare time, Sanjeev enjoys reading, listening to music and traveling
Vasav Sahgal, CFA | Money Manager
Vasav is one of the youngest and most dynamic top rated Money Manager in the Mutual fund Industry. After clearing 3 levels ofthe CFA program, he started his
journey with the quant Group as an investment analyst for equity as well as fixed income instruments. On a day to day basis, he is primarily responsible for
equity asset allocation and credit research. Vasav is passionate about developing models using coding and has been deploying advanced data analytics in python
for improved valuation analytics. Given his role, Vasav is the embodiment of our strategy –Adaptive Asset Allocation. In his spare time, Vasav enjoys drumming
and reading financial literature extensively
AnkitPande, CFA | Money Manager
Ankit has an experience of over 12 years in Indian equities and over 3 years in software products. He started his career in corebanking software with Infosys'
Finacle, nurturing the product with large banking clients in APAC and small and mid-sized banks in India. He then moved in to equity research, along the way
picking up the (U.S. based) CFA charter and a masters in business administration from The Chinese University of Hong Kong in 2017, being placed on the
school's Dean List. He won the Thomson Reuters StarMine Award for best stock picker in the IT sector in 2014 and is a lifetime member of the Beta Gamma
Sigma academic honour society. Over 2015-2019, Ankit ventured into seed stage fund raising, equity sales & relationship management in APAC. In his spare
time, Ankit likes to read books on business cycle theory, macroeconomics & geopolitics

26. © quant
Scheme Details
26
Investment Objective
Theprimaryinvestmentobjectiveoftheschemeistoseektogenerateconsistentreturnsbyinvestinginequityand
equityrelatedinstrumentsoftechnology-centriccompanies.However,therecanbenoassurancethattheinvestment
objectiveoftheSchemewillberealized,asactualmarketmovementsmaybeatvariancewithanticipatedtrends.
Benchmark Index S&P BSE TECkTRI
Investment Category An open ended equity scheme investing in technology-centric companies
Plans Available
quant TeCKFund –Growth Option–Direct & Regular
quant TeCKFund –Income Distribution cum Capital Withdrawal Option
(Payout & Re-investment facility)–Direct & Regular
Entry Load Nil
Exit Load 1% for 15 days
Fund Managers Mr. Sandeep Tandon | Mr. Ankit Pande | Mr. Sanjeev Sharma | Mr. Vasav Sahgal
Minimum Application Purchase: Rs.5,000/-plus in multiple of Re.1 thereafter
Additional Investment
Additional Purchase: Rs. 1,000/-and in multiples of Rs. 1/-
thereafter Repurchase: Rs. 1,000/-
Systematic Investment Plan (SIP)Rs. 1000/-and multiple of Re. 1/-
Bank Details
Account Name: QUANT TECK FUND
Account Number: 57500001214310
IFSC Code:HDFC0000060, Branch: HDFC Bank, Fort, Mumbai 400001

27. © quant
Riskometer, Links & Disclaimer
27Mutual Fund investments are subject to market risks, read all scheme related documents carefully
Thisproductissuitableforinvestorswhoareseeking*:
Scheme Riskometer Benchmark Riskometer
•Capitalappreciationoverlongterm
•Togenerateconsistentreturnsbyinvestinginequityandequityrelatedinstrumentsof
technology-centriccompanies
*Investorsshouldconsulttheirfinancialadvisorsifindoubtaboutwhethertheproductissuitableforthem
Investors understand that their
principal will be at moderately high risk.
Investors understand that their
principal will be at moderately high risk.
LINKS
Scheme One Pager
Click here
quant Mutual Fund Website
Click here
Scheme Information Document
Click here
Disclaimer:Allfiguresanddatagiveninthedocumentaredatedunlessstatedotherwise.Inthepreparationofthematerialcontainedinthisdocument,theAMChasusedinformationthatispubliclyavailable,includinginformationdevelopedin-house.
Someofthematerialusedinthedocumentmayhavebeenobtainedfrommembers/personsotherthantheAMCand/oritsaffiliatesandwhichmayhavebeenmadeavailabletotheAMCand/ortoitsaffiliates.Informationgatheredandmaterialusedin
thisdocumentisbelievedtobefromreliablesources.TheAMChoweverdoesnotwarranttheaccuracy,reasonablenessand/orcompletenessofanyinformation.Wehaveincludedstatements/opinions/recommendationsinthisdocument,which
containwords,orphrasessuchas“will”,“expect”,“should”,“believe”andsimilarexpressionsorvariationsofsuchexpressions,thatare“forwardlookingstatements”.Actualresultsmaydiffermateriallyfromthosesuggestedbytheforwardlooking
statementsduetoriskoruncertaintiesassociatedwithourexpectationswithrespectto,butnotlimitedto,exposuretomarketrisks,generaleconomicandpoliticalconditionsinIndiaandothercountriesglobally,whichhaveanimpactonourservicesand/
orinvestments,themonetaryandinterestpoliciesofIndia,inflation,deflation,unanticipatedturbulenceininterestrates,foreignexchangerates,equitypricesorotherratesorpricesetc.TheAMC(includingitsaffiliates),theMutualFund,thetrustandany
ofitsofficers,directors,personnelandemployees,shallnotliableforanyloss,damageofanynature,includingbutnotlimitedtodirect,indirect,punitive,special,exemplary,consequential,asalsoanylossofprofitinanywayarisingfromtheuseofthis
materialinanymanner.Therecipientaloneshallbefullyresponsible/areliableforanydecisiontakenonthismaterial.Investorsareadvisedtoconsulttheirownlegal,taxandfinancialadvisorstodeterminepossibletax,legalandotherfinancialimplication
orconsequenceofsubscribingtotheunitsofquantMutualFund.quantMoneyManagersLtd.hasnodutyorobligationtoupdatetheinformationcontainedherein.Pastperformancemayormaynotbesustainedinthefuture.Thispresentation,including
theinformationcontainedherein,maynotbecopied,reproduced,republished,orpostedinwholeorinpart,inanyformwithoutthepriorwrittenconsentofquantMoneyManagersLtd.
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28. © quant
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