2
5 4 1 2 3 5 R R gp¡X$ Xpe_prdL bp¡ÞX a„X X$pef¡¼V$ àgp_: 0.67% f¡Áe|gf àgp_: 0.79% q¾$rkg L$ç`p¡rTV$ bp¡ÞX$ a„X$ CÞX¡$¼k âh¡i cpf: gpNy _\u. r_L$pk cpf: i|Þe `500 h¡bkpBV$: www.QuantumMF.com V$p¡g äu l¡ë`gpC_: 1800-22-3863 / 1800-209-3863 Bd¡Bg: [email protected] A¡kA¡dA¡k: <QUANTUM>9243-22-3863 dpV$¡ fp¡L$pZL$pfp¡ kdS>¡ R>¡ L¡$ s¡d_u d|X$u dÝed EÃQ Å¡Md ^fphi¡. õ`ôuL$fZ (qX$k¼g¡df): çeyÃeyAg a„X¹$kdp„ L$fpsp fp¡L$pZp¡ bÅf_p Å¡Mdp¡_¡ Ap^u_ fl¡ R>¡, L©$`p L$fu ep¡S>_p k„b„r^s b^p„ S> v$õsph¡S> L$pmÆ`|h®L$ hp„Qu gp¡. A„N°¡Æ A_¡ NyS>fpsu k„õL$fZp¡ hÃQ¡ L$p¡C rhhpv$_p qL$õkpdp„ A„N°¡Æ k„õL$fZ dpÞe fl¡i¡ õLud_u î¡Zu a„X$_u L$pdNufu b¡ÞQdpL®$ fp¡L$pZ_u Ap¡R>pdp„ Ap¡R>u fL$d *Å¡ fp¡L$pZL$pfp¡_¡ Ap DÐ`pv$_ s¡d_p„ dpV¡$ ep¡Áe R>¡ L¡$ _l] A¡ rhi¡ i„L$p lp¡e sp¡ s¡dZ¡ `p¡sp_p Apr\®L$ kgplL$pf_u kgpl g¡hu Å¡CA¡. ep¡S>_p_y„ _pd âp¡X$¼V$ g¡bg Ap DÐ`pv$_ A¡hp„ fp¡L$pZL$pfp¡ dpV¡$ ep¡Áe R>¡ S>¡Ap¡ Qpl¡ R>¡* ¼hp¡ÞVd Xpe_prdL bp¡ÞX a„X (Xpe_prdL bp¡ÞX a„X My‰u Ahr^_u Xpe_prdL X¡åV L$pfZp¡ ¼e|X$ubuA¡adp„ fp¡L$pZ L$fhp dpV¡$_p ¼e|X$ubuA¡a kyfnp, âhprlsp A_¡ hmsf_p rkÙp„s `f Ýep_ L¡$[ÞÖs L$f¡ R>¡. ¼e|X$ubuA¡a sdpfy„ ¾¡$qX$V$ Å¡Md OV$pX$hp_u Mpsfu Ap`¡ R>¡ (¾¡$qX$V$ Å¡Md A¡ L$S>®v$pf Üpfp Q|L$hZu _ L$fhp `f \sp _yL$kp__y„ Å¡Md R>¡), S>¡_u dpV¡$ s¡ s¡_u dp¡V$p„ cpN_u Aõ¼epdsp¡_y„ fp¡L$pZ dy¿eÐh¡ kfL$pfu ku¼ep¡qfV$uT A\hp `uA¡key bp¡ÞX¹$kdp„ L$f¡ R>¡ S>¡ k¡rb frS>õV$X®$ ¾¡$qX$V$ f¡qV„$N A¡S>Þku Üpfp A¡A¡A¡/A¡A¡ A_¡ h^y ¾$dp„qL$s lp¡e. ¼e|X$ubuA¡a ìepS>v$f_p kq¾$e k„Qpg_ Üpfp ìepS> v$f Å¡Md `f r_e„ÓZ fpM¡ R>¡. d¡¾$p¡ CL$p¡_p¡du qfkQ® V$ud ìepS> v$f ApDV$g|L$ `f kq¾$e fus¡ _S>f fpM¡ R>¡ A_¡ A_ydp_ L$f¡ R>¡ s\p `p¡V®$ap¡rgep¡ d¡Ãep¡qfV$u âp¡apCgdp„ ìepS> v$f_u kdunp Ap^pf¡ ep¡Áe kde¡ a¡fapf L$fhpdp„ Aph¡ R>¡. ¼e|X$ubuA¡a sdpfu gp„bp Npmp_u b^u S> X¡$åV$ fp¡L$pZ S>ê$qfepsp¡ dpV¡$ D`pe `|fp¡ `pX¡$ R>¡. ¼e|X$ubuA¡a L$p¡C A¡[¼TV$ gp¡X$ ^fphsy„ _\u A_¡ Ap¡R>p¡ MQ® f¡riep¡ ^fph¡ R>¡. ¼hpÞV$d X$pe_prdL$ bp¡ÞX$ a„X$ (¼e|X$ubuA¡a) A¡L$ X¡$åV$ a„X$ R>¡ S>¡ a„X$ d¸_¡S>f_¡ ìepS> v$f_u kdunp Ap^pf¡ `p¡V®$ap¡rgep¡_p kq¾$e k„Qpg__u kp_yL|$msp `|fu `pX¡$ R>¡. a„X$_p¡ fp¡L$pZ l¡sy ip¡V®$ V$d®, gp¢N V$d® X¡$åV$ A_¡ d_u dpL£$V$ CÞõV´$d¢V¹$k_¡ kpd¡g L$fsp `p¡V®$ap¡rgep¡_p kq¾$e k„Qpg_ Üpfp AphL$ Ecu L$fhp A_¡ d|X$u h©qÙ `|fu `pX$hp_p¡ R>¡. Ap a„X$ dy¿eÐh¡ kfL$pfu ku¼ep¡qfV$uT A_¡ `uA¡key bp¡ÞX¹$k / CÞõV´$d¢V¹$k S>¡ A¡A¡A¡/A¡A¡ A_¡ h^y ¾$dp„qL$s lp¡e s¡dp„ fp¡L$pZ L$fi¡ S>¡\u ¾¡$qX$V$ Å¡Md Ap¡Ry>„ L$fu iL$pe. ìe[¼sA¡ l„d¡ip \p¡Xy„$ fp¡L$pZ X¡$åV$dp„ L$fhy„ Å¡CA¡ A_¡ `p¡sp_u Jdf A_¡ Apr\®L$ gÿe dyS>b fp¡L$pZ `p¡V®$ap¡rgep¡_¡ h¥rhÝekcf b_phhp¡ Å¡CA¡. ¼hpÞV$d X$pe_prdL$ bp¡ÞX$ a„X$dp„ fp¡L$pZ L$fu_¡ sdpfp `p¡V®$ap¡rgep¡dp„ sd¡ X¡$åV$ fp¡L$pZ kpd¡g L$fu iL$ip¡. kpfu h¥rhÝesp ^fphsp¡ `p¡V®$ap¡rgep¡ rhrh^ dpL£$V$ A_¡ ìepS> v$f Q¾$p¡dp„ sdpfp rlsdp„ L$pe® L$f¡ R>¡. sd¡ gç`kd A\hp A¡kApC`u /A¡kV$u`u dpfas kpsÐe`|Z® fus¡ ¼hpÞV$d X$pe_prdL$ bp¡ÞX$ a„X$dp„ fp¡L$pZ L$fu iL$p¡ R>p¡. 3 hj®\u h^y_u dyv$s dpV¡$ Åmhu fpM¡gy„ fp¡L$pZ gp„bp Npmp_p d|X$u gpc L$f kp\¡ CÞX¡$¼k¡i_ gpc_¡ `pÓ fl¡ R>¡. ¼hpÞV$d X$pe_prdL$ bp¡ÞX$ a„X$ (Myëgu Ah^u_u X¡$åV$ ep¡S>_p Apg¡rMs ¾¡$qX$V$ A¡¼k`p¡Tf A_¡ X$pe_prdL$ d¡Ãep¡qfV$u âp¡apCg krls) V|„$L$u \u dÝed dyv$s dpV¡$ r_erds AphL$ A_¡ d|X$u h©qÙ X¡$åV$ / d_u dpL£$V$ CÞõV´$d¢V¹$k / Nhd£ÞV$ ku¼ep¡qfV$uTdp„ fp¡L$pZ hs®dp_ MQ® f¡riep¡ (1 Sy>gpC, 2017 \u gpNy \pe s¡d, ÆA¡kV$u `R>u) qfõL$p¡duV$f In case of any discrepancy between English and Gujrathi versions, the English version shall prevail. ep¡S_p S¡ vf¡L Npmpdp„ fp¡LpZ Lf¡ R¡)

¼hp¡ÞVd Xpe prdL bp¡ÞX a„X · Website: Toll Free Helpline: 1800-22-3863 / 1800-209-3863 Email: [email protected] SMS: To 9243-22-3863

Embed Size (px)

Citation preview

Page 1: ¼hp¡ÞVd Xpe prdL bp¡ÞX a„X · Website:  Toll Free Helpline: 1800-22-3863 / 1800-209-3863 Email: CustomerCare@QuantumAMC.com SMS:  To 9243-22-3863

5

41

23

5

RR

gp¡X$

Xpe_prdL bp¡ÞX a„X

X$pef¡¼V$ àgp_: 0.67% f¡Áe|gf àgp_: 0.79%

q¾$rkg L$ç`p¡rTV$bp¡ÞX$ a„X$ CÞX¡$¼k

âh¡i cpf: gpNy _\u.r_L$pk cpf: i|Þe

`500

h¡bkpBV$: www.QuantumMF.com V$p¡g äu l¡ë`gpC_: 1800-22-3863 / 1800-209-3863 Bd¡Bg: [email protected] A¡kA¡dA¡k: <QUANTUM>9243-22-3863 dpV$¡

fp¡L$pZL$pfp¡ kdS>¡ R>¡ L¡$ s¡d_u d|X$u dÝed EÃQ Å¡Md ^fphi¡.

õ`ôuL$fZ (qX$k¼g¡df): çeyÃeyAg a„X¹$kdp„ L$fpsp fp¡L$pZp¡ bÅf_p Å¡Mdp¡_¡ Ap^u_ fl¡ R>¡,

L©$`p L$fu ep¡S>_p k„b„r^s b^p„ S> v$õsph¡S> L$pmÆ`|h®L$ hp„Qu gp¡.

A„N°¡Æ A_¡ NyS>fpsu k„õL$fZp¡ hÃQ¡ L$p¡C rhhpv$_p qL$õkpdp„ A„N°¡Æ k„õL$fZ dpÞe fl¡i¡

õLud_u î¡Zu

a„X$_u L$pdNufu

b¡ÞQdpL®$

fp¡L$pZ_u Ap¡R>pdp„ Ap¡R>u fL$d

*Å¡ fp¡L$pZL$pfp¡_¡ Ap DÐ`pv$_ s¡d_p„ dpV¡$ ep¡Áe R>¡ L¡$ _l] A¡ rhi¡ i„L$p lp¡e sp¡ s¡dZ¡ `p¡sp_p Apr\®L$ kgplL$pf_u kgpl g¡hu Å¡CA¡.

ep¡S>_p_y„ _pd

âp¡X$¼V$ g¡bg

Ap DÐ`pv$_ A¡hp„ fp¡L$pZL$pfp¡ dpV¡$ ep¡Áe R>¡ S>¡Ap¡ Qpl¡ R>¡*

¼hp¡ÞVd Xpe_prdL bp¡ÞX a„X(Xpe_prdL bp¡ÞX a„X My‰u Ahr^_u Xpe_prdL X¡åV

L$pfZp¡ ¼e|X$ubuA¡adp„fp¡L$pZ L$fhp dpV¡$_p

¼e|X$ubuA¡a kyfnp, âhprlsp A_¡

hmsf_p rkÙp„s `f Ýep_ L¡$[ÞÖs L$f¡ R>¡.

¼e|X$ubuA¡a sdpfy„ ¾¡$qX$V$ Å¡Md OV$pX$hp_u Mpsfu Ap`¡ R>¡ (¾¡$qX$V$ Å¡Md A¡ L$S>®v$pf

Üpfp Q|L$hZu _ L$fhp `f \sp _yL$kp__y„ Å¡Md R>¡), S>¡_u dpV¡$ s¡ s¡_u dp¡V$p„ cpN_u

Aõ¼epdsp¡_y„ fp¡L$pZ dy¿eÐh¡ kfL$pfu ku¼ep¡qfV$uT A\hp `uA¡key bp¡ÞX¹$kdp„ L$f¡ R>¡

S>¡ k¡rb frS>õV$X®$ ¾¡$qX$V$ f¡qV„$N A¡S>Þku Üpfp A¡A¡A¡/A¡A¡ A_¡ h^y ¾$dp„qL$s lp¡e.

¼e|X$ubuA¡a ìepS>v$f_p kq¾$e k„Qpg_ Üpfp ìepS>

v$f Å¡Md `f r_e„ÓZ fpM¡ R>¡. d¡¾$p¡ CL$p¡_p¡du

qfkQ® V$ud ìepS> v$f ApDV$g|L$ `f kq¾$e fus¡

_S>f fpM¡ R>¡ A_¡ A_ydp_ L$f¡ R>¡ s\p `p¡V®$ap¡rgep¡

d¡Ãep¡qfV$u âp¡apCgdp„ ìepS> v$f_u kdunp Ap^pf¡

ep¡Áe kde¡ a¡fapf L$fhpdp„ Aph¡ R>¡.

¼e|X$ubuA¡a sdpfu gp„bp Npmp_u

b^u S> X¡$åV$ fp¡L$pZ S>ê$qfepsp¡

dpV¡$ D`pe `|fp¡ `pX¡$ R>¡.

¼e|X$ubuA¡a L$p¡C A¡[¼TV$ gp¡X$

^fphsy„ _\u A_¡ Ap¡R>p¡ MQ®

f¡riep¡ ^fph¡ R>¡.

¼hpÞV$d X$pe_prdL$ bp¡ÞX$ a„X$ (¼e|X$ubuA¡a) A¡L$ X¡$åV$ a„X$ R>¡ S>¡ a„X$ d¸_¡S>f_¡ ìepS> v$f_u kdunp Ap^pf¡ `p¡V®$ap¡rgep¡_p kq¾$e k„Qpg__u kp_yL|$msp `|fu `pX¡$ R>¡. a„X$_p¡ fp¡L$pZ l¡sy ip¡V®$ V$d®, gp¢N V$d® X¡$åV$ A_¡ d_u dpL£$V$ CÞõV´$d¢V¹$k_¡ kpd¡g L$fsp `p¡V®$ap¡rgep¡_p kq¾$e k„Qpg_ Üpfp AphL$ Ecu L$fhp A_¡ d|X$u h©qÙ `|fu `pX$hp_p¡ R>¡. Ap a„X$ dy¿eÐh¡ kfL$pfu ku¼ep¡qfV$uT A_¡ `uA¡key bp¡ÞX¹$k / CÞõV´$d¢V¹$k S>¡ A¡A¡A¡/A¡A¡ A_¡ h^y ¾$dp„qL$s lp¡e s¡dp„ fp¡L$pZ L$fi¡ S>¡\u ¾¡$qX$V$ Å¡Md Ap¡Ry>„ L$fu iL$pe.

ìe[¼sA¡ l„d¡ip \p¡Xy„$ fp¡L$pZ X¡$åV$dp„ L$fhy„ Å¡CA¡ A_¡ `p¡sp_u Jdf A_¡ Apr\®L$ gÿe dyS>b fp¡L$pZ `p¡V®$ap¡rgep¡_¡ h¥rhÝekcf b_phhp¡ Å¡CA¡. ¼hpÞV$d X$pe_prdL$ bp¡ÞX$ a„X$dp„ fp¡L$pZ L$fu_¡ sdpfp `p¡V®$ap¡rgep¡dp„ sd¡ X¡$åV$ fp¡L$pZ kpd¡g L$fu iL$ip¡. kpfu h¥rhÝesp ^fphsp¡ `p¡V®$ap¡rgep¡ rhrh^ dpL£$V$ A_¡ ìepS> v$f Q¾$p¡dp„ sdpfp rlsdp„ L$pe® L$f¡ R>¡. sd¡ gç`kd A\hp A¡kApC`u /A¡kV$u`u dpfas kpsÐe`|Z® fus¡ ¼hpÞV$d X$pe_prdL$ bp¡ÞX$ a„X$dp„

fp¡L$pZ L$fu iL$p¡ R>p¡. 3 hj®\u h^y_u dyv$s dpV¡$ Åmhu

fpM¡gy„ fp¡L$pZ gp„bp Npmp_p d|X$u gpc L$f kp\¡ CÞX¡$¼k¡i_ gpc_¡ `pÓ fl¡ R>¡.

¼hpÞV$d X$pe_prdL$ bp¡ÞX$ a„X$ (Myëgu Ah^u_u X¡$åV$ ep¡S>_p Apg¡rMs ¾¡$qX$V$ A¡¼k`p¡Tf A_¡ X$pe_prdL$ d¡Ãep¡qfV$u âp¡apCg krls)

V|„$L$u \u dÝed dyv$s dpV¡$ r_erds AphL$ A_¡ d|X$u h©qÙ

X¡$åV$ / d_u dpL£$V$ CÞõV´$d¢V¹$k / Nhd£ÞV$ ku¼ep¡qfV$uTdp„ fp¡L$pZ

hs®dp_ MQ® f¡riep¡ (1 Sy>gpC, 2017 \u gpNy \pe s¡d, ÆA¡kV$u `R>u)

qfõL$p¡duV$f

In case of any discrepancy between English and Gujrathi versions, the English version shall prevail.

ep¡S_p S¡ vf¡L Npmpdp„ fp¡LpZ Lf¡ R¡)

Page 2: ¼hp¡ÞVd Xpe prdL bp¡ÞX a„X · Website:  Toll Free Helpline: 1800-22-3863 / 1800-209-3863 Email: CustomerCare@QuantumAMC.com SMS:  To 9243-22-3863

Website: www.QuantumMF.com Toll Free Helpline: 1800-22-3863 / 1800-209-3863 Email: [email protected] SMS: <QUANTUM> To 9243-22-3863

The Quantum Dynamic Bond Fund (QDBF) is a debt fund which gives the fund manager flexibility to actively manage the portfolio based on interest rate view. The investment objective of the fund is to generate income and capital appreciation through active management of portfolio consisting of short term, long term debt and money market instruments. The fund will primarily invest in Government Securities and PSU Bonds / instruments rated AAA/ AA and so forth, thereby minimizing Credit Risk.

One should always have some allocation in Debt and diversify their investment portfolio according to their age and financial goals. By investing in Quantum Dynamic Bond Fund you will be able to add debt investment to your portfolio. A well-diversified portfolio works in your interest across different market and interest rate cycles. You can invest a lumpsum or steadily invest through SIPs / STPs in Quantum Dynamic Bond Fund. Investments held for a period of more than 3 years would attract long term capital gains tax along with indexation benefit.

Product LabelName of the Scheme

Quantum Dynamic Bond Fund (An Open Ended Dynamic Debt Scheme Inves t i ng Ac ross Duration)

Regular income over short to medium term and capital appreciation

Investment in Debt / Money M a r k e t I n s t r u m e n t s / Government Securities.

Riskometer

Investors understand that their principal will be at

Moderate Risk

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Quantum Dynamic Bond Fund

(Dynamic Bond Fund: An Open Ended DynamicDebt Scheme Investing Across Duration)

This product is suitable for investors who are seeking *

QDBF has no exit load and offers low expense ratio.5

QDBF offers a solution for all your long term debt investment needs.

4QDBF focuses on the principle of Safety, Liquidity and Returns.1

QDBF ensures to minimize your credit risk (Credit risk is the risk of loss due to default by a borrower.) by investing majority of its assets primarily in Government securities or in PSU bonds which are rated as AAA /AA and so forth by a SEBI registered credit rating agency.

2QDBF controls interest rate risk by active interest rate management. The macro economy research team actively tracks and forecasts interest rate outlook and the portfolio maturity profile is altered at appropriate time based on interest rate views.

3

5reasons toinvest inQDBF

RR

Disclaimer : Mutual fund investments are subject to market risks read all

scheme related documents carefully.

Current Expense Ratio

Benchmark

Load

Minimum Investment amount

Fund InformationDynamic Bond Fund

Direct Plan: 0.67%Regular Plan: 0.79%

CRISIL Composite Bond Fund Index

Entry Load: N.A. Exit Load: Nil.

`500

(w.e.f July 1, 2017[Post GST])

Category ofScheme