|Min SIP Amount||₹500|
|NAV||₹64.51 (20 Jan 2021)|
|Fund Started||31 Dec 2008|
|Fund Size||₹82 Cr|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||8.2%|
|HDFC Bank Ltd.||Financial||Equity||5.4%|
|Mahindra & Mahindra Ltd.||Automobile||Equity||4.0%|
|Ambuja Cements Ltd.||Construction||Equity||4.0%|
|Hero Motocorp Ltd.||Automobile||Equity||3.8%|
|Shriram Transport Finance Co. Ltd.||Financial||Equity||3.4%|
|Tata Steel Ltd.||Metals||Equity||3.2%|
Quantum Tax Saving Fund Direct Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to investors on 31 Dec 2008. Atul Kumar, Sorbh Gupta is the Current Fund Manager of Quantum Tax Saving Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹82 Cr and the Latest NAV as of 20 Jan 2021 is ₹64.51.
The Quantum Tax Saving Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.