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Quantum Tax Saving Fund

Quantum Tax Saving Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.99

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,683 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

  • ₹ 71.620

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 82 Cr.

    as on 10 Jun 2021
  • 1.79%

    since 31 Dec 2020
  • 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 ₹ 71.620 as on 10 Jun 2021.

This fund has 4 years of track record. Since 31 Dec 2020 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 Moderately 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 8.44% 22.18% 44.03% 122.19% 41.42% 28.15% 23.06% 18.12% 110.33% 70.88% 47.34% 29.86% 22.59%
Category Average 6.41% 6.97% 21.79% 61.25% 17.91% 12.73% 14.62% 13.94% 56.36% 34.64% 23.63% 16.31% 15.52%
Quantum Tax Saving Fund 5.70%₹ 10,569 8.02%₹ 10,802 23.50%₹ 12,350 64.80%₹ 16,479 60.67%₹ 15,641 13.95%₹ 12,988 35.00%₹ 33,285 10.99%₹ 13,683 21.80%₹ 49,496 - - - -
Quant Tax Plan 4.71%₹ 10,471 22.18%₹ 12,217 44.03%₹ 14,403 122.19%₹ 22,218 110.33%₹ 18,339 41.42%₹ 20,057 70.88%₹ 43,955 28.15%₹ 21,072 47.34%₹ 69,172 23.06%₹ 28,242 29.86%₹ 1,25,053 15.24%₹ 41,357 22.59%₹ 3,96,192
Canara Robeco Equity Tax Saver Fund 6.32%₹ 10,632 6.62%₹ 10,661 23.56%₹ 12,356 66.72%₹ 16,671 58.37%₹ 15,511 23.39%₹ 15,233 39.84%₹ 34,656 19.56%₹ 17,115 29.07%₹ 54,654 18.02%₹ 22,906 21.17%₹ 1,01,555 14.85%₹ 39,961 16.96%₹ 2,92,416
Mirae Asset Tax Saver Fund 6.24%₹ 10,623 7.05%₹ 10,704 23.79%₹ 12,378 71.79%₹ 17,179 63.21%₹ 15,784 24.19%₹ 15,432 41.70%₹ 35,188 19.40%₹ 17,047 29.93%₹ 55,292 21.39%₹ 26,374 22.11%₹ 1,03,872 - -
DSP Tax Saver Fund 6.67%₹ 10,666 10.23%₹ 11,022 27.19%₹ 12,719 67.63%₹ 16,763 67.37%₹ 16,016 22.05%₹ 14,904 39.87%₹ 34,664 17.00%₹ 16,035 28.22%₹ 54,037 16.91%₹ 21,852 19.06%₹ 96,470 15.95%₹ 43,984 17.85%₹ 3,06,806
BOI AXA Tax Advantage Fund 7.28%₹ 10,728 10.53%₹ 11,053 26.21%₹ 12,621 73.88%₹ 17,387 67.08%₹ 16,000 30.81%₹ 17,124 46.00%₹ 36,429 16.79%₹ 15,951 32.97%₹ 57,561 19.07%₹ 23,944 22.19%₹ 1,04,071 14.99%₹ 40,449 17.82%₹ 3,06,290

Portfolio Holdings

Portfolio holdings pattern of Quantum Tax Saving Fund as on 13 Jun 2021 are listed below:

  • Equity Holdings:

    90.78%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    9.22%

Top Sector Holdings of Quantum Tax Saving Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 14.11% ₹ 12.58 Cr.
Banks 13.91% ₹ 12.40 Cr.
Housing finance 10.86% ₹ 9.69 Cr.
Cement 7.02% ₹ 6.26 Cr.
Motor cycles/scooters 5.91% ₹ 5.28 Cr.
Others 48.19% -

Top Stock Holdings of Quantum Tax Saving Fund

Name of StocksHolding PercentageHolding Values in Crore
Housing Development Finance Corporation Ltd. 8.03% ₹ 7.16 Cr.
Infosys Ltd. 7.51% ₹ 6.70 Cr.
HDFC Bank Ltd. 5.93% ₹ 5.29 Cr.
Wipro Ltd. 5.06% ₹ 4.51 Cr.
Shriram Transport Finance Co. Ltd. 4.00% ₹ 3.57 Cr.
Others 69.47% -

Other Holdings

Holding TypeHolding Percentage
TREPS 8.86%
Net Receivables 0.36%