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Quantum Mutual Fund

Quantum Tax Saving Fund Direct-Growth

NAV
returns change indicator
77.8200
as on 24 Sep 2021, 10:25 PM
-0.2900(0.37%)
Last Change
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lockThis fund has a lock-in period of 3 years.

Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by Value Research

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
28th of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,43,336
star
1,45,322
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
45,322
Profit (absolute return)
45.32%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
7.71%
In the last 6 months
18.85%
In the last 1 year
66.35%
In the last 3 years
45.32%
In the last 5 years
70.66%
In the last 10 years
293.35%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Quantum Tax Saving Fund Direct-Growth
Quantum Tax Saving Fund Direct-Growth
as of 31 Aug 2021, 05:30 AM
101.76 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.29%
Expense Ratio
Plan
Growth
0.18%
Cash Holding
Benchmark
S&P BSE 200 Total Return Index
Scheme Document
Benchmark
S&P BSE 200 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Financial
29.48%
30.00 Cr
Technology
15.79%
16.07 Cr
Energy
11.70%
11.91 Cr
Automobile
11.41%
11.61 Cr
Construction
6.89%
7.01 Cr
Metals
5.10%
5.19 Cr
Healthcare
4.93%
5.02 Cr
Engineering
3.97%
4.04 Cr
Services
1.62%
1.65 Cr
Cash Holding
0.18%
18.32 Lakh

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Others
9.11%
9.27 Cr
Housing Development Finance Corpn. Ltd.
9.07%
9.23 Cr
Infosys Ltd.
7.70%
7.84 Cr
HDFC Bank Ltd.
5.60%
5.70 Cr
Tata Steel Ltd.
5.10%
5.19 Cr
ICICI Bank Ltd.
4.70%
4.78 Cr
ACC Ltd.
4.12%
4.19 Cr
Wipro Ltd.
3.74%
3.81 Cr
Mahindra & Mahindra Ltd.
3.64%
3.70 Cr
Shriram Transport Finance Company Ltd.
3.33%
3.39 Cr
View All
View All

About Quantum Tax Saving Fund Direct-Growth

Quantum Tax Saving Fund Direct-Growth is a Tax Saver mutual fund scheme from Quantum Mutual Fund. This scheme was launched on 23 Dec 2008 and is currently managed by its fund manager Sorbh Gupta. It has an AUM of ₹101.76 Crores and the latest NAV decalared is ₹77.820 as on 25 Sep 2021 at 6:40 pm.
Quantum Tax Saving Fund Direct-Growth scheme return performance in last 1 year is 66.35%, in last 3 years is 45.32% and 62.13% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:101.76 Cr
Category:Equity: ELSS
Launch Date:23 Dec 2008
Fund Type:Open-End

Scheme Objective

The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included un the BSE 200 Index, are available at attractive valuations and in a position to benefit from the anticipated growth and development of Indian economy. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Quantum Mutual Fund
Quantum Mutual Fund
View AMC Details
1,848.14 Cr
AUM
18
Schemes
Address
Address
7th floor, Hoechst House,Nariman Point,400021
Phone Number
Phone Number
Phone : 1800-209-3863 / 1800-22-3863 / 91-22-61447800
Fax : 1800-22-3864