Quantum Tax Saving Fund

Equity · ELSS
 · ★★★
500
Min SIP
500
Min Lumpsum
1.29 %
Expense Ratio
★★★
Rating
122
Fund Size (in Cr)
14 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 14.7% 27.7% 10% 15.9%
Category Average 15.6% 30.1% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
H D F C
7.78%
ICICI Bank
7.06%
HDFC Bank
6.2%
St Bk of India
4.97%
Infosys
4.76%
Others
69.23%
Banks
20.08%
Automobiles
16.74%
IT-Software
15.8%
Finance
12.92%
Debt
5.94%
Others
28.52%
Equity
94.11%
Reverse Repos
5.94%
Net Curr Ass/Net Receivables
-0.05%

Advance Ratio

-0.05
Alpha
3.39
SD
0.77
Beta
0.14
Sharpe

Exit Load

Exit Load Nil

Fund 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.

Fund Managers

Christy Mathai

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Quantum Mutual Fund
AUM:
2,148 Cr
Address:
6th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
Contact:
022-61447800
Email ID:
customercare@QuantumAMC.com

Frequently Asked Questions

How to invest in Quantum Tax Saving Fund ?

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"

What is the NAV of Quantum Tax Saving Fund ?

The NAV of Quantum Tax Saving Fund is ₹83.2 as of 26 May 2023.

How to redeem Quantum Tax Saving Fund holding ?

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”.

What is the minimum sip amount of Quantum Tax Saving Fund?

The minimum SIP amount of Quantum Tax Saving Fund is ₹500

What are the top sectors Quantum Tax Saving Fund has invested in??

The top sectors Quantum Tax Saving Fund has invested in are
  1. H D F C - 7.78%
  2. ICICI Bank - 7.06%
  3. HDFC Bank - 6.2%
  4. St Bk of India - 4.97%
  5. Infosys - 4.76%

How much returns have Quantum Tax Saving Fund generated ?

The Quantum Tax Saving Fund has delivered 15.9% since inception

What is the expense ratio of Quantum Tax Saving Fund ?

The expense ratio of Quantum Tax Saving Fund is 1.29 % as of 26 May 2023.

What is the AUM of Quantum Tax Saving Fund?

The AUM of Quantum Tax Saving Fund is ₹2,148 Cr as of 26 May 2023

What are the top stock holdings of Quantum Tax Saving Fund?

The top stock holdings of Quantum Tax Saving Fund are
  1. H D F C - 7.78%
  2. ICICI Bank - 7.06%
  3. HDFC Bank - 6.2%
  4. St Bk of India - 4.97%
  5. Infosys - 4.76%
Invest Now