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Quantum OCIO Strategy

Quantum OCIO Strategy is a Multi_asset Portfolio Management Service launched by Quantum Advisors Private Limited on May 2025. Managed by Nitasha Shankar, the fund holds ₹38 Cr in AUM and benchmarks against NSE Multi Asset Index 2. Minimum investment is ₹5000000 lakh, with a Management Fee - 0.50% P.A.% fixed fee and NIL% performance fee. Trailing returns: 5.43% (1Y), 6.61% since inception. Performance data as of July 2026.

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Quantum OCIO Strategy

Quantum Advisors Private Limited

37.91 CR AUM

Quantum OCIO Strategy

Quantum OCIO Strategy

Quantum Advisors Private Limited

37.91 CR AUM

NSE Multi Asset Index 2
Benchmark
1yr 2mo
Age
MULTI_ASSET
Strategy
Management Fee - 0.50% P.A.
Fixed Fees
NIL
Variable Fees
1st year - 0.50%
Exit Load
NSE Multi Asset Index 2
Benchmark
1yr 2mo
Age
MULTI_ASSET
Strategy
Management Fee - 0.50% P.A.
Fixed Fees
NIL
Variable Fees
1st year - 0.50%
Exit Load
Fund manager

nitasha shankar

Fund Manager
MULTI_ASSETStrategies

Nitasha Shankar is the President and Head of Equity Strategy at YES Securities (India) Limited. Nitasha brings with her over 20 years of experience being an equity research analyst in the emerging markers, across India and Asia Pacific (ex Japan) region. She has worked for some of the best rated firms on both the buy side as well as the retail research side and has deep insights and exposure into the emerging market investments. Prior of joining YES Securities (India) Limited, Nitasha has worked with Equitymaster Agora Research Pvt. Ltd. as AVP Research, with Fidelity International Pvt. Ltd. as a Research Specialist and as Equity Research Analyst with Surefin Financial Consultants Pvt. Ltd. Nitasha is a B. Com (Hons.), MBA (Finance) & SEBI certified Investment Advisor

Nitasha Shankar is the President and Head of Equity Strategy at YES Securities (India) Limited. Nitasha brings with her over 20 years of experience being an equity research analyst in the emerging markers, across India and Asia Pacific (ex Japan) region. She has worked for some of the best rated firms on both the buy side as well as the retail research side and has deep insights and exposure into the emerging market investments. Prior of joining YES Securities (India) Limited, Nitasha has worked with Equitymaster Agora Research Pvt. Ltd. as AVP Research, with Fidelity International Pvt. Ltd. as a Research Specialist and as Equity Research Analyst with Surefin Financial Consultants Pvt. Ltd. Nitasha is a B. Com (Hons.), MBA (Finance) & SEBI certified Investment Advisor

What is this fund's investment objective?

The Strategy seeks to generate long term capital appreciation by investing in a portfolio comprising of one or more asset classes such as equities, debt, commodities, real estate and other alternate asset classes based on client's investment objectives.

How has Quantum OCIO Strategy performed?

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Wealth Creation Calculator

1M IA return
3.16%
1M benchmark return
1.71%
Alpha
1.45%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.16%
1M benchmark return
1.71%
Alpha
1.45%
1M Wealth multiple
1.03x

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