About Company
Quantum Advisors Private Limited
Quantum Advisors Private Limited is an institutional equity research and investment house founded in January 1990 by veteran investor Ajit Dayal. Headquartered in Mumbai, Maharashtra, the firm holds distinctions as India's first institutional equity research house, a SEBI-registered portfolio manager, and a registered investment adviser with the US SEC. Quantum operates on a foundational philosophy of independent, sell-side free financial research. The firm integrates proprietary governance and ESG integrity screens into valuation models. Over more than three decades, the company has managed billions in assets for sovereign wealth funds, global endowments, and premier pension funds looking for liquid, high-conviction exposure to Indian capital markets.
Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | Quantum Advisors Private Limited |
| Benchmark | BSE 500 TRI |
| Date of Inception | January 20, 2025 |
| Fund Age | 1.4 Years |
| Asset Under Management (AUM) | ₹101.21 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed Fees Structure | Up to 1.5% p.a. |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
The primary investment objective of the Q India Value Equity Strategy - Constrained XVIII is to achieve long-term capital appreciation by constructing a fully equity-oriented portfolio of listed Indian companies. The strategy focuses on identifying businesses positioned to benefit from the structural growth, industrial development, and macroeconomic transformation of the Indian economy. Because this specific sub-strategy caters to an Ireland-domiciled UCITS fund structure, the portfolio is rigorously managed to comply with European Securities and Markets Authority (ESMA) and Irish regulatory mandates, which enforce strict cash thresholds alongside stock-specific and sector-specific exposure ceilings.
Fund Philosophy
Disciplined Value Orientation with Safety Margin
The strategy rejects short-term market momentum, focusing on buying high-quality businesses when they trade at a discount to their long-term intrinsic value. This value-driven approach builds an inherent margin of safety, limiting capital risk during structural market downturns.
Strict Governance and Proprietary Integrity Screening
Long-term value creation requires corporate honesty. The portfolio relies on a proprietary integrity framework implemented by the firm to thoroughly screen out management teams showing weak governance, ensuring capital is only committed to high-conviction companies with clean operations.
Regulatory Compliance and UCITS Framework Integration
Operating within the rigid constraints of a UCITS structural framework requires daily monitoring. The philosophy combines traditional value research with strict risk boundaries, balancing fundamental stock allocation with statutory sector exposure caps and liquidity mandates.
Fundamental, Team-Driven Analytical Bottom-Up Focus
Portfolio construction avoids individual manager bias by utilizing a team-centric research process. Analysts conduct direct financial research on the S&P BSE 200 universe, evaluating corporate balance sheets, operational cash flow durability, and capital efficiency metrics.
Capital Allocation Resilient to Macro Cycles
The investment view focuses on long-term themes across Indian consumption, infrastructure expansion, and structural reforms. Capital is deployed into liquid, scalable companies whose growth trajectories map straight to the expanding gross domestic product of the country.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Q India Value Equity Strategy - Constrained XVIII
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Quantum Advisors Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹91.74 | -11.22 | -13.84 | -10.77 | -10.30 | NA | NA | NA | NA | -9.78 |
| Benchmark | NA | -11.37 | -13.94 | -9.62 | -3.12 | NA | NA | NA | NA | -4.16 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Mr. Ajit Dayal
Mr. Ajit Dayal is a pioneering figure in Indian asset management with over 40 years of financial markets experience, best known for founding Quantum Advisors in 1990 as India’s first independent institutional equity research house. An MBA graduate from UNC Chapel Hill, his distinguished career includes serving as Deputy Chief Investment Officer for Hansberger Global Investors, leading the Vanguard International Value Fund, and being named India’s top equity analyst by AsiaMoney in the early 1990s. A fierce advocate for retail investors and corporate transparency, he introduced a proprietary "Integrity Screen" at Quantum long before modern ESG standards existed, cementing his reputation for championing strict corporate governance and disciplined value investing across Indian capital markets.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
As an investment vehicle serving an Ireland-domiciled UCITS fund, this portfolio must strictly follow European Securities and Markets Authority (ESMA) and Irish regulatory guidelines. These frameworks enforce strict rules around single-stock concentration limits, sector exposure caps, and minimum liquidity profiles, providing an institutional layer of risk management.
The strategy primarily screens and selects high-quality businesses from the S&P BSE 200 index. Every company is carefully vetted through a bottom-up framework to ensure it is highly scalable, liquid (typically requiring minimum daily trading volumes), and fundamentally sound.
This investment approach has a transparent commercial model featuring a fixed management fee of up to 1.5% p.a. There are no variable or performance-linked incentive fees, aligning the institutional cost structure with standard global regulatory mandates.
With a minimum investment ticket size of ₹50 Lakhs alongside its strict UCITS compliant framework, this strategy is designed for institutional pools, global asset allocators, and foreign high-net-worth investors looking for regulated access to India's long-term value compounding opportunities.
While traditional value strategies can occasionally hold higher cash allocations when markets match intrinsic values, this constrained strategy manages cash balances dynamically within boundaries permitted by both its inner allocation mandate and external UCITS cash guidelines.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.