Fund Details
Quantum Tax Saving Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.79% |
| NAV | ₹63.47 (15 Jan 2021) |
|---|---|
| Fund Started | 01 Apr 2017 |
| Fund Size | ₹82 Cr |
Returns
Comparison
1. Exit load is zero
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 1.79%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns
6. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 8.2% |
| Infosys Ltd. | Technology | Equity | 7.2% |
| HDFC Bank Ltd. | Financial | Equity | 5.4% |
| Wipro Ltd. | Technology | Equity | 4.8% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.0% |
| Ambuja Cements Ltd. | Construction | Equity | 4.0% |
| ACC Ltd. | Construction | Equity | 3.8% |
| Hero Motocorp Ltd. | Automobile | Equity | 3.8% |
| Shriram Transport Finance Co. Ltd. | Financial | Equity | 3.4% |
| Tata Steel Ltd. | Metals | Equity | 3.2% |
Fund Managers
Quantum Tax Saving Regular Growth Details
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 ₹82 Cr and the Latest NAV as of 15 Jan 2021 is ₹63.47.
The Quantum Tax Saving Regular Growth is rated Moderately 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%.
