Quantum Tax Saving Fund Direct Growth+1.16%

3Groww
-7.29%
1 Year Return
Equity
Tax Planning
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Quantum Tax Saving Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.28%
NAV50.6 (23 Aug 2019)
Fund Started31 Dec 2008
Fund Size76 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quantum Tax Saving Fund Direct Growth
-7.3%
4.4%
7.3%
16.4%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
11
27
24
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -7.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity8.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity8.9%
    Bajaj Auto LtdAutomobileEquity5.8%
    State Bank of IndiaFinancialEquity5.3%
    Hero Motocorp Ltd.AutomobileEquity4.6%
    Wipro Ltd.TechnologyEquity4.5%
    LIC Housing Finance Ltd.FinancialEquity3.8%
    Tata Consultancy Services Ltd.TechnologyEquity3.6%
    National Thermal Power Corp. Ltd.EnergyEquity3.4%
    ICICI Bank Ltd.FinancialEquity3.3%
    See All

    Fund Managers

    addAtul Kumar
    Education
    Mr.Kumar is a B.Com (H) Delhi University and PGDBM from ICFAI Business School.
    Experience
    Prior to joining Quantum AMC he has worked with Sahara AMC, K R Choksey Shares & Securities Pvt. Ltd. and Astute Consulting Pvt. Ltd.
    Funds Managed
    addSorbh Gupta
    Education
    Mr. Gupta is a B.Com, CA and CFA.
    Experience
    Prior to joining Quantum Mutual Fund he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
    Funds Managed

    Other Details

    Quantum Tax Saving Fund Direct Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was introduced to investors on 31 Dec 2008. Atul Kumar, Sorbh Gupta is the Current Fund Manager of Quantum Tax Saving Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹76 Cr and the Latest NAV as of 23 Aug 2019 is ₹50.6.

    The Quantum Tax Saving Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. However there is no assurance that the investment objective of the Scheme will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Quantum Mutual Fund

    Address
    505, Regent Chambers, 5th Floor, Nariman Point Mumbai 400021
    Phone
    022 - 61447800
    Launch Date
    01 Dec 2005
    Quantum Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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