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Quantum Tax Saving Fund

Quantum Tax Saving Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

29.72

as on 24 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,829 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

  • ₹ 74.680

    as on 24 Mar 2023
  • Regular - Growth

  • 22 / 37

  • ₹ 500

  • ₹ 98 Cr.

    as on 31 Dec 2021
  • 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 ₹ 74.680 as on 24 Mar 2023.

This fund has 5 years of track record. Since 31 Oct 2021 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 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 -1.29% 0.68% 2.41% 17.83% 32.94% 52.03% 20.36% 21.24% 6.22% 9.09% 23.90% 24.09% 20.80%
Category Average -2.71% -3.54% -3.44% 0.03% 9.98% 29.50% 10.18% 14.39% -2.12% 1.59% 12.51% 11.79% 12.16%
Quantum Tax Saving Fund -3.94%₹ 9,606 -4.18%₹ 9,581 -2.07%₹ 9,792 1.52%₹ 10,152 -1.97%₹ 11,873 7.53%₹ 11,562 1.50%₹ 24,373 29.72%₹ 21,829 12.18%₹ 43,172 8.42%₹ 14,989 10.09%₹ 77,332 - -
DSP Tax Saver Fund -3.06%₹ 9,693 -3.71%₹ 9,628 -2.77%₹ 9,723 -0.27%₹ 9,972 -2.30%₹ 11,851 10.82%₹ 12,281 1.72%₹ 24,428 32.43%₹ 23,227 13.91%₹ 44,259 12.45%₹ 17,993 13.69%₹ 84,536 16.31%₹ 45,398 13.95%₹ 2,48,545
Mirae Asset Tax Saver Fund -2.84%₹ 9,715 -3.32%₹ 9,667 -2.66%₹ 9,733 -1.75%₹ 9,825 -3.31%₹ 11,785 8.65%₹ 11,804 0.45%₹ 24,112 33.68%₹ 23,886 13.04%₹ 43,713 13.93%₹ 19,206 13.98%₹ 85,152 - -
Quant Tax Plan -1.29%₹ 9,870 -6.54%₹ 9,346 -11.14%₹ 8,885 -0.70%₹ 9,930 -7.33%₹ 11,522 18.76%₹ 14,104 3.69%₹ 24,926 52.03%₹ 35,137 23.90%₹ 50,917 20.36%₹ 25,280 24.09%₹ 1,08,892 21.24%₹ 68,776 20.80%₹ 3,59,581
BOI AXA Tax Advantage Fund -1.93%₹ 9,806 -3.78%₹ 9,621 -4.72%₹ 9,527 -1.44%₹ 9,855 -1.62%₹ 11,896 10.74%₹ 12,264 1.14%₹ 24,285 31.41%₹ 22,691 13.48%₹ 43,991 12.11%₹ 17,722 15.35%₹ 88,056 15.91%₹ 43,851 14.46%₹ 2,55,518
Canara Robeco Equity Tax Saver Fund -2.91%₹ 9,709 -4.05%₹ 9,595 -4.71%₹ 9,529 -0.84%₹ 9,915 -3.10%₹ 11,799 9.07%₹ 11,896 0.67%₹ 24,166 30.14%₹ 22,038 12.27%₹ 43,227 14.31%₹ 19,529 13.98%₹ 85,147 14.82%₹ 39,870 13.74%₹ 2,45,841

Portfolio Holdings

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

  • Equity Holdings:

    90.36%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    9.64%

Top Sector Holdings of Quantum Tax Saving Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.70% ₹ 16.81 Cr.
Computers - Software 14.32% ₹ 14.42 Cr.
Housing Finance 10.23% ₹ 10.29 Cr.
Motor cycles/Scooters 5.87% ₹ 5.91 Cr.
Cement 5.84% ₹ 5.87 Cr.
Others 47.04% -

Top Stock Holdings of Quantum Tax Saving Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.50% ₹ 8.56 Cr.
Housing Development Finance Corporation Ltd. 8.20% ₹ 8.25 Cr.
HDFC Bank Ltd. 5.77% ₹ 5.81 Cr.
ICICI Bank Ltd. 5.43% ₹ 5.46 Cr.
Wipro Ltd. 4.22% ₹ 4.25 Cr.
Others 67.88% -

Other Holdings

Holding TypeHolding Percentage
TREPS 9.12%
Net Receivables 0.52%