MyWealthGrowth.com logo
HomeMutual Funds

Quantum Tax Saving Fund

Quantum Tax Saving Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.90

as on 23 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,571 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 68.550

    as on 23 Jun 2022
  • 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 ₹ 68.550 as on 23 Jun 2022.

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 -2.48% -4.76% -3.95% 17.83% 45.68% 28.58% 18.63% 18.77% -5.68% 22.59% 32.64% 24.56% 21.06%
Category Average -3.88% -9.62% -11.02% -1.46% 23.62% 11.56% 9.25% 14.32% -16.16% 7.35% 13.05% 10.71% 12.46%
Quantum Tax Saving Fund -3.27%₹ 9,672 -6.84%₹ 9,316 -6.49%₹ 9,350 -3.57%₹ 9,642 -12.73%₹ 11,159 24.23%₹ 15,432 7.80%₹ 25,972 7.90%₹ 12,571 12.31%₹ 43,264 7.10%₹ 14,093 8.76%₹ 74,808 - -
DSP Tax Saver Fund -4.15%₹ 9,584 -9.37%₹ 9,062 -9.39%₹ 9,061 -1.87%₹ 9,812 -15.88%₹ 10,945 25.36%₹ 15,714 9.60%₹ 26,437 13.77%₹ 14,739 15.22%₹ 45,114 11.21%₹ 17,017 12.95%₹ 83,021 16.47%₹ 45,976 14.42%₹ 2,55,030
Mirae Asset Tax Saver Fund -3.92%₹ 9,608 -9.14%₹ 9,086 -10.90%₹ 8,910 -1.75%₹ 9,825 -15.85%₹ 10,947 27.22%₹ 16,185 9.04%₹ 26,292 15.31%₹ 15,351 16.29%₹ 45,806 13.52%₹ 18,860 14.52%₹ 86,304 - -
Quant Tax Plan -7.72%₹ 9,228 -8.89%₹ 9,110 -9.56%₹ 9,043 2.59%₹ 10,258 -12.17%₹ 11,196 45.68%₹ 21,223 22.59%₹ 29,867 28.58%₹ 21,300 32.64%₹ 57,306 18.63%₹ 23,510 24.56%₹ 1,10,193 18.77%₹ 55,919 21.06%₹ 3,64,764
BOI AXA Tax Advantage Fund -3.94%₹ 9,605 -12.60%₹ 8,740 -16.11%₹ 8,389 -4.24%₹ 9,576 -21.74%₹ 10,540 26.81%₹ 16,080 6.45%₹ 25,627 18.33%₹ 16,593 15.82%₹ 45,502 13.03%₹ 18,456 13.95%₹ 85,094 15.32%₹ 41,634 14.32%₹ 2,53,606
Canara Robeco Equity Tax Saver Fund -3.35%₹ 9,664 -9.70%₹ 9,029 -12.96%₹ 8,703 -2.05%₹ 9,795 -17.30%₹ 10,848 26.09%₹ 15,898 7.56%₹ 25,912 15.00%₹ 15,224 15.20%₹ 45,102 13.27%₹ 18,655 14.26%₹ 85,749 14.63%₹ 39,218 13.98%₹ 2,49,116

Portfolio Holdings

Portfolio holdings pattern of Quantum Tax Saving Fund as on 25 Jun 2022 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%