Name: Quantum Tax Saving Regular Growth
Brand: Quantum Mutual Fund

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Quantum Tax Saving Regular Growth
Equity
ELSS
Very High Risk
3Y Lock Inlock
65.56%
1Y return
-0.36% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Sep 2021₹76.85
Min. SIP amountNA
Rating3star
Fund size₹101.76 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns65.6%12.7%10.9%17.1%
Category average54.9%14.2%14.3%NA
Rank with in category223332NA
Understand termsinfo
Holdings (28)NameSectorInstrumentAssets
Housing Development Finance Corpn. Ltd.
FinancialEquity9.1%
Infosys Ltd.
TechnologyEquity7.7%
HDFC Bank Ltd.
FinancialEquity5.6%
Tata Steel Ltd.
MetalsEquity5.1%
ICICI Bank Ltd.
FinancialEquity4.7%
ACC Ltd.
ConstructionEquity4.1%
Wipro Ltd.
TechnologyEquity3.7%
Mahindra & Mahindra Ltd.
AutomobileEquity3.6%
Shriram Transport Finance Company Ltd.
FinancialEquity3.3%
State Bank of India
FinancialEquity3.1%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Equity ELSS
thumb_up_altPros
Exit load is zero
1Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
thumb_down_altCons
Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 1.79%
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
1.79%
31 Jul 2021 - 31 Aug 2021
1.79%
30 Jun 2021 - 31 Jul 2021
1.79%
31 May 2021 - 30 Jun 2021
1.79%
30 Apr 2021 - 31 May 2021
1.79%
31 Mar 2021 - 30 Apr 2021
1.79%
28 Feb 2021 - 31 Mar 2021
1.79%
31 Jan 2021 - 28 Feb 2021
1.79%
31 Dec 2020 - 31 Jan 2021
1.79%
30 Nov 2020 - 31 Dec 2020
1.79%
31 Oct 2020 - 30 Nov 2020
1.79%
30 Sep 2020 - 31 Oct 2020
1.79%
31 Aug 2020 - 30 Sep 2020
1.79%
31 Jul 2020 - 31 Aug 2020
1.79%
30 Jun 2020 - 31 Jul 2020
1.79%
31 May 2020 - 30 Jun 2020
1.79%
30 Apr 2020 - 31 May 2020
1.79%
31 Mar 2020 - 30 Apr 2020
1.79%
29 Feb 2020 - 31 Mar 2020
1.63%
31 Jan 2020 - 29 Feb 2020
1.79%
31 Dec 2019 - 31 Jan 2020
1.79%
30 Nov 2019 - 31 Dec 2019
1.78%
31 Oct 2019 - 30 Nov 2019
1.78%
30 Sep 2019 - 31 Oct 2019
1.78%
31 Aug 2019 - 30 Sep 2019
1.78%
31 Jul 2019 - 31 Aug 2019
1.78%
30 Jun 2019 - 31 Jul 2019
1.78%
31 May 2019 - 30 Jun 2019
1.78%
30 Apr 2019 - 31 May 2019
1.78%
31 Mar 2019 - 30 Apr 2019
1.78%
28 Feb 2019 - 31 Mar 2019
1.79%
31 Jan 2019 - 28 Feb 2019
1.46%
31 Dec 2018 - 31 Jan 2019
1.46%
30 Nov 2018 - 31 Dec 2018
1.46%
31 Oct 2018 - 30 Nov 2018
1.46%
30 Sep 2018 - 31 Oct 2018
1.46%
31 Aug 2018 - 30 Sep 2018
1.46%
31 Jul 2018 - 31 Aug 2018
1.46%
30 Jun 2018 - 31 Jul 2018
1.46%
31 May 2018 - 30 Jun 2018
1.46%
30 Apr 2018 - 31 May 2018
1.46%
31 Mar 2018 - 30 Apr 2018
1.46%
28 Feb 2018 - 31 Mar 2018
1.46%
31 Jan 2018 - 28 Feb 2018
1.46%
31 Dec 2017 - 31 Jan 2018
1.46%
30 Nov 2017 - 31 Dec 2017
1.46%
31 Oct 2017 - 30 Nov 2017
1.46%
Expense ratio, exit load and taxExpense ratio: 1.79%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationUpto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementAtul Kumar
Apr 2017 - Present
View details
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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.
Also manages these schemes
Quantum Long Term Equity Value Fund Direct Growth
Quantum Long Term Equity Value Fund Direct IDCW
Quantum Tax Saving Fund Direct Growth
Quantum Tax Saving Fund Direct IDCW
Quantum Long Term Equity Value Fund Regular Growth
Quantum Long Term Equity Value Fund Regular IDCW
Quantum Tax Saving Regular Growth
Quantum Tax Saving Regular IDCW
Sorbh Gupta
Apr 2017 - Present
View details
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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.
Also manages these schemes
Quantum Long Term Equity Value Fund Direct Growth
Quantum Long Term Equity Value Fund Direct IDCW
Quantum Tax Saving Fund Direct Growth
Quantum Tax Saving Fund Direct IDCW
Quantum Long Term Equity Value Fund Regular Growth
Quantum Long Term Equity Value Fund Regular IDCW
Quantum Tax Saving Regular Growth
Quantum Tax Saving Regular IDCW
Fund house & investment objective
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Quantum Mutual Fund
Rank (total assets)#33 in India
Total AUM1,821.54 Cr
Date of Incorporation02 Dec 2005
Quantum Tax Saving Regular Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to investors on 02 
Quantum Tax Saving Regular Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to investors on 02 Dec 2005. Atul Kumar, Sorbh Gupta is the Current Fund Manager of Quantum Tax Saving Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,822 Cr and the Latest NAV as of 27 Sep 2021 is ₹76.85.
The Quantum Tax Saving Regular Growth is rated Very High risk. Minimum SIP Investment is set to 500. ...Read more
Investment Objective
The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included
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.
...Read more
Fund benchmarkS&P BSE 200 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
505, Regent Chambers, 5th Floor, Nariman Point Mumbai 400021
Phone
022 - 61447800
Launch Date
02 Dec 2005
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	65.6%	12.7%	10.9%	17.1%
Category average	54.9%	14.2%	14.3%	NA
Rank with in category	22	33	32	NA

Name	Sector	Instrument	Assets
Housing Development Finance Corpn. Ltd.	Financial	Equity	9.1%
Infosys Ltd.	Technology	Equity	7.7%
HDFC Bank Ltd.	Financial	Equity	5.6%
Tata Steel Ltd.	Metals	Equity	5.1%
ICICI Bank Ltd.	Financial	Equity	4.7%
ACC Ltd.	Construction	Equity	4.1%
Wipro Ltd.	Technology	Equity	3.7%
Mahindra & Mahindra Ltd.	Automobile	Equity	3.6%
Shriram Transport Finance Company Ltd.	Financial	Equity	3.3%
State Bank of India	Financial	Equity	3.1%

Rating	3
Fund size	₹101.76 Cr