| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.79% |
| NAV | ₹51.87 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Apr 2017 |
| Fund Size | ₹69 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 9.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.2% |
| Wipro Ltd. | Technology | Equity | 4.9% |
| HDFC Bank Ltd. | Financial | Equity | 4.8% |
| Hero Motocorp Ltd. | Automobile | Equity | 4.4% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.2% |
| Lupin Ltd. | Healthcare | Equity | 4.0% |
| Ambuja Cements Ltd. | Construction | Equity | 3.9% |
| ACC Ltd. | Construction | Equity | 3.8% |
| Cipla Ltd. | Healthcare | Equity | 3.4% |
Quantum Tax Saving Regular Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to investors on 01 Apr 2017. 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 ₹69 Cr and the Latest NAV as of 23 Oct 2020 is ₹51.87.
The Quantum Tax Saving Regular 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%.