15.1%
3Y annualised
NAV Rs. 80.4
Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
₹500 | ₹500 | 1.29 % | 2★ | ₹115 | 14 Years |
---|---|---|---|---|---|
Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
₹500 | ₹500 | 1.29 % |
---|---|---|
Min SIP | Min Lumpsum | Expense Ratio |
2★ | ₹115 Cr | 14 Years |
Rating | Fund Size | Fund Age |
Scheme Objective
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.
Scheme Performance
1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 6.7% | 15.1% | 7.8% | 16.0% | ||||
Category Average | 1.1% | 16.0% | 10.3% | - |
Scheme Allocation
Holding
Sector
Asset
H D F C
7.83%
HDFC Bank
6.86%
ICICI Bank
6.64%
Infosys
5.66%
St Bk of India
5.18%
Others
67.83%
Banks
20.75%
Automobiles
15.93%
Finance
13.62%
Debt
7.59%
Gas & Others
3.8%
Others
38.31%
Equity
92.47%
Reverse Repos
7.59%
Net Curr Ass/Net Receivables
-0.06%
Fund House Details

Quantum Tax Saving Fund
Fund Manager
Christy Mathai
Exit Load
Exit Load | Nil |
---|
Advance Ratio
0.01 | 1.02 | 0.86 | 0.03 |
Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
Quantum Mutual Fund
AUM:
2,103 Cr
Address:
6th Floor, Hoechst House,
Nariman Point,
Mumbai - 400 021
Contact:
022-61447800
Email ID:
customercare@QuantumAMC.com
Frequently Asked Questions
You can invest in Quantum Tax Saving Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Quantum Tax Saving Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Quantum Tax Saving Fund has delivered 16.0% since inception
The NAV of Quantum Tax Saving Fund is ₹80.4 as of 30 January 2023.
The expense ratio of Quantum Tax Saving Fund is 1.29 % as of 30 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.