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Quantum Tax Saving Fund

Quantum Tax Saving Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

23.36

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,773 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

  • ₹ 90.340

    as on 22 Sep 2023
  • Regular - Growth

  • 17 / 37

  • ₹ 500

  • ₹ 122 Cr.

    as on 31 May 2023
  • 1.79%

  • 01 Apr 2017

  • Equity - ELSS

  • S&P BSE 500 TRI

  • Quantum Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

Quantum Tax Saving Fund is an Open-ended Equity 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 Equity funds offered by Quantum Mutual Fund.

Latest NAV of the fund is ₹ 90.340 as on 22 Sep 2023.

This fund has 6 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.79%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 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 George Thomas

    Picture of George ThomasMr. Thomas is B.Tech and PGDBM(Finance) Prior to Joining Quantum, he has worked with Robert Bosch Engineering and Wipro Technologies.
  • About Christy Mathai

    Picture of Christy MathaiMr. Mathai has done Bachelor of Engineering, PGDM - Finance and CFA Charterholder Prior to joining Quantum Mutual Fund he was associated with Safe Enterprise (GE Shipping Family Office), Quantum Advisors Pvt. Ltd. and Tata Consultancy Services.

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 4.75% 11.13% 25.95% 26.21% 32.94% 34.63% 24.02% 23.88% 37.19% 24.83% 23.35% 29.58% 22.88%
Category Average 2.08% 7.00% 18.95% 14.97% 9.09% 23.43% 13.43% 16.23% 23.94% 15.54% 16.51% 17.67% 14.29%
Quantum Tax Saving Fund 2.53%₹ 10,253 8.62%₹ 10,862 19.61%₹ 11,960 16.37%₹ 11,637 24.09%₹ 13,512 9.17%₹ 11,918 16.30%₹ 28,195 23.36%₹ 18,773 16.09%₹ 45,686 10.77%₹ 16,689 16.10%₹ 89,739 - -
Quant Tax Plan 2.94%₹ 10,293 10.59%₹ 11,059 22.67%₹ 12,266 8.73%₹ 10,873 24.21%₹ 13,520 13.60%₹ 12,904 18.03%₹ 28,654 34.63%₹ 24,399 23.35%₹ 50,575 24.02%₹ 29,375 29.58%₹ 1,24,236 23.88%₹ 85,294 22.88%₹ 4,02,701
Kotak Tax Saver Fund 2.07%₹ 10,207 7.43%₹ 10,742 18.37%₹ 11,837 15.68%₹ 11,567 24.00%₹ 13,507 11.37%₹ 12,403 17.36%₹ 28,475 25.31%₹ 19,675 18.36%₹ 47,184 15.80%₹ 20,840 19.32%₹ 97,112 17.49%₹ 50,207 15.69%₹ 2,73,129
Mirae Asset Tax Saver Fund 2.06%₹ 10,205 7.61%₹ 10,761 19.75%₹ 11,974 15.83%₹ 11,582 24.46%₹ 13,535 7.39%₹ 11,531 14.78%₹ 27,793 24.33%₹ 19,218 16.06%₹ 45,667 16.38%₹ 21,369 19.15%₹ 96,708 - -
IDFC Tax Advantage (elss) Fund 1.43%₹ 10,143 7.96%₹ 10,795 21.34%₹ 12,134 18.67%₹ 11,867 27.81%₹ 13,738 12.77%₹ 12,718 18.74%₹ 28,844 30.96%₹ 22,461 21.42%₹ 49,243 16.19%₹ 21,195 22.65%₹ 1,05,277 18.51%₹ 54,755 16.97%₹ 2,92,511
BOI AXA Tax Advantage Fund 4.24%₹ 10,423 10.53%₹ 11,053 23.71%₹ 12,371 16.90%₹ 11,689 30.00%₹ 13,870 8.07%₹ 11,679 18.60%₹ 28,805 25.92%₹ 19,964 18.96%₹ 47,585 18.15%₹ 23,048 22.27%₹ 1,04,305 17.55%₹ 50,484 17.09%₹ 2,94,437

Portfolio Holdings

Portfolio holdings pattern of Quantum Tax Saving Fund as on 26 Sep 2023 are listed below:

  • Equity Holdings:

    93.92%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    6.08%

Top Sector Holdings of Quantum Tax Saving Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.55% ₹ 24.79 Cr.
Computers - Software 12.40% ₹ 15.73 Cr.
Housing Finance 9.45% ₹ 12.00 Cr.
Motor cycles/Scooters 7.97% ₹ 10.12 Cr.
Pharmaceuticals 5.36% ₹ 6.79 Cr.
Others 45.27% -

Top Stock Holdings of Quantum Tax Saving Fund

Name of StocksHolding PercentageHolding Values in Crore
Housing Development Finance Corporation Ltd. 7.13% ₹ 9.05 Cr.
ICICI Bank Ltd. 7.04% ₹ 8.93 Cr.
HDFC Bank Ltd. 5.71% ₹ 7.24 Cr.
Infosys Ltd. 4.83% ₹ 6.13 Cr.
State Bank Of India 4.81% ₹ 6.10 Cr.
Others 70.48% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.01%
Net Receivables 0.07%