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Quantum Tax Saving Fund

Quantum Tax Saving Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.74

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,333 today.

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NAV Performance

Quantum Tax Saving Fund performance graph for last 3 years
Performance of Quantum Tax Saving Fund for last 3 Years

Fund Information

  • ₹ 76.570

    as on 24 Sep 2021
  • Regular - Growth

  • 18 / 37

  • ₹ 500

  • ₹ 97 Cr.

    as on 24 Sep 2021
  • 1.79%

    since 31 May 2021
  • 01 Apr 2017

  • Tax Saver - ELSS

  • S&P BSE 200 TRI

  • quantum mutual fund

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Highlights of this fund

Quantum Tax Saving Fund is an Open-ended Tax Saver Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 01 Apr 2017. This fund is offered by one of the top AMC (Assets Management Company) quantum mutual fund. You can also view here all other Tax Saver funds offered by quantum mutual fund.

Latest NAV of the fund is ₹ 76.570 as on 24 Sep 2021.

This fund has 4 years of track record. Since 31 May 2021 expense ratio of this fund is 1.79%. Ideally you shoulds compare this fund with the benchmark S&P BSE 200 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund 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.

List of Fund Managers of Quantum Tax Saving Fund

  • About Sorbh Gupta

    Picture of Sorbh GuptaMr. Gupta is a B.Com, CA and CFA. 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.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 9.82% 17.42% 37.15% 95.94% 53.61% 32.84% 23.44% 20.45% 86.79% 77.00% 53.35% 33.30% 24.44%
Category Average 7.24% 12.62% 24.94% 68.23% 26.39% 18.42% 14.88% 16.37% 57.82% 44.98% 31.05% 20.25% 17.24%
Quantum Tax Saving Fund 3.80%₹ 10,379 7.59%₹ 10,758 18.55%₹ 11,854 65.56%₹ 16,555 46.39%₹ 14,837 21.28%₹ 14,716 40.11%₹ 34,761 12.74%₹ 14,333 25.50%₹ 52,108 - - - -
Mirae Asset Tax Saver Fund 6.95%₹ 10,695 11.90%₹ 11,189 25.15%₹ 12,515 73.09%₹ 17,308 59.99%₹ 15,615 31.86%₹ 17,399 50.53%₹ 37,794 23.80%₹ 18,984 36.24%₹ 60,123 20.87%₹ 25,820 25.23%₹ 1,12,027 - -
Canara Robeco Equity Tax Saver Fund 6.42%₹ 10,642 12.98%₹ 11,297 25.82%₹ 12,582 69.10%₹ 16,910 59.27%₹ 15,574 33.54%₹ 17,847 49.17%₹ 37,392 23.94%₹ 19,049 36.04%₹ 59,965 18.77%₹ 23,658 24.99%₹ 1,11,386 17.00%₹ 48,165 18.76%₹ 3,22,288
Axis Long Term Equity Fund 9.05%₹ 10,904 16.64%₹ 11,664 27.61%₹ 12,761 74.90%₹ 17,489 63.71%₹ 15,825 27.86%₹ 16,359 46.18%₹ 36,517 22.06%₹ 18,194 33.85%₹ 58,268 18.20%₹ 23,091 23.68%₹ 1,07,934 20.45%₹ 64,404 20.82%₹ 3,60,245
Quant Tax Plan 8.45%₹ 10,844 11.12%₹ 11,111 37.15%₹ 13,715 95.94%₹ 19,593 86.79%₹ 17,101 53.61%₹ 23,624 77.00%₹ 45,929 32.84%₹ 23,460 53.35%₹ 74,519 23.44%₹ 28,695 33.30%₹ 1,35,653 18.61%₹ 55,224 24.44%₹ 4,38,118
Invesco India Tax Plan 7.66%₹ 10,766 13.31%₹ 11,331 25.75%₹ 12,574 63.43%₹ 16,343 56.26%₹ 15,403 27.79%₹ 16,340 44.00%₹ 35,883 19.14%₹ 16,917 31.43%₹ 56,439 16.24%₹ 21,237 21.35%₹ 1,02,022 17.54%₹ 50,427 18.54%₹ 3,18,423

Portfolio Holdings

Portfolio holdings pattern of Quantum Tax Saving Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    90.06%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    9.94%

Top Sector Holdings of Quantum Tax Saving Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.67% ₹ 13.26 Cr.
Computers - software 13.04% ₹ 12.64 Cr.
Housing finance 10.81% ₹ 10.48 Cr.
Cement 6.33% ₹ 6.13 Cr.
Motor cycles/scooters 5.84% ₹ 5.66 Cr.
Others 50.31% -

Top Stock Holdings of Quantum Tax Saving Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 7.98% ₹ 7.74 Cr.
Housing Development Finance Corporation Ltd. 7.95% ₹ 7.71 Cr.
HDFC Bank Ltd. 5.56% ₹ 5.39 Cr.
Tata Steel Ltd. 4.73% ₹ 4.59 Cr.
Associated Cement Companies Ltd. 3.61% ₹ 3.50 Cr.
Others 70.17% -

Other Holdings

Holding TypeHolding Percentage
TREPS 9.95%
Net Receivables -0.01%