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Quantum Mutual Fund

Quantum Tax Saving Fund Direct-Growth

NAV
returns change indicator
52.6000
as on 18 Nov 2019, 09:05 PM
-0.0400(0.08%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
3
starstarstarstarstar
rated by CRISIL
2
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
21st of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
121,813
star
123,713
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
23,713
Profit (absolute return)
23.71%
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
2.15%
In the last 6 months
0.34%
In the last 1 year
0.47%
In the last 3 years
23.71%
In the last 5 years
37.16%
In the last 10 years
198.70%
Absolute Returns
CAGR

Scheme Riskometer

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

Scheme Information

Quantum Tax Saving Fund Direct-Growth
Quantum Tax Saving Fund Direct-Growth
as of 18 Nov 2019, 09:05 PM
78.09 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.28%
Expense Ratio
Plan
Growth
11.01%
Cash Holding
Benchmark
S&P BSE Sensex Total Return Index
Scheme Document
Benchmark
S&P BSE Sensex Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Financial
27.46%
21.44 Cr
Automobile
15.67%
12.24 Cr
Technology
15.52%
12.12 Cr
Energy
13.87%
10.83 Cr
Construction
5.32%
4.15 Cr
Healthcare
4.87%
3.80 Cr
Services
2.72%
2.12 Cr
Metals
2.24%
1.75 Cr
Engineering
1.32%
1.03 Cr

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Others
11.01%
8.60 Cr
Housing Development Finance Corpn. Ltd.
8.73%
6.82 Cr
Infosys Ltd.
7.53%
5.88 Cr
Bajaj Auto Ltd
7.29%
5.69 Cr
Hero Motocorp Ltd.
5.14%
4.01 Cr
State Bank of India
4.87%
3.80 Cr
Wipro Ltd.
4.34%
3.39 Cr
Shriram Transport Finance Co. Ltd.
3.75%
2.93 Cr
Tata Consultancy Services Ltd.
3.65%
2.85 Cr
ICICI Bank Ltd.
3.53%
2.76 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 managers Sorbh Gupta and Atul Kumar. It has an AUM of ₹78.09 Crores and the latest NAV decalared is ₹52.600 as on 18 Nov 2019 at 9:05 pm.
Quantum Tax Saving Fund Direct-Growth scheme return performance in last 1 year is -0.47%, in last 3 years is 23.71% and 9.58% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:78.09 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
1,558.91 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