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Quantum Tax Saving Fund Direct Growth+0.25%

63.18%
1 Year Return
Equity
ELSS
2.0star
3Y Lock inlock
6M
1Y
3Y
5Y
All

Fund Details

Quantum Tax Saving Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.29%
NAV₹71.86 (21 Jun 2021)
Fund Started31 Dec 2008
Fund Size96 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
63.2%
11.2%
11.6%
11.6%
Category Average
53.0%
8.1%
12.7%
-
Rank Within Category
12
28
31
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 63.2% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
5. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Housing Development Finance Corpn. Ltd.FinancialEquity8.3%
Infosys Ltd.TechnologyEquity7.1%
HDFC Bank Ltd.FinancialEquity5.7%
Tata Steel Ltd.MetalsEquity4.8%
Wipro Ltd.TechnologyEquity4.0%
Shriram Transport Finance Co. Ltd.FinancialEquity3.7%
ICICI Bank Ltd.FinancialEquity3.7%
Mahindra & Mahindra Ltd.AutomobileEquity3.7%
ACC Ltd.ConstructionEquity3.6%
Ambuja Cements Ltd.ConstructionEquity3.2%
See All

Fund Managers

Atul Kumar
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Sorbh Gupta
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Quantum Tax Saving Fund Direct Growth Details

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 ₹96 Cr and the Latest NAV as of 21 Jun 2021 is ₹71.86.

The Quantum Tax Saving Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

Investment 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.

Tax Implications

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

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
02 Dec 2005
Website
NA
Quantum Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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