Quantum Tax Saving Fund – Direct Growth

Equity · ELSS
 · ★★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
1.29 %
Expense Ratio
★★★
Rating
137
Fund Size (in Cr)
16 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    ₹6,000
  • Wealth Gained
    ₹587
  • Expected Amount
    ₹6,587

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 11.9% 22.1% 10.7% 16.2%
Category Average 9.7% 22.9% 12.7% -

Scheme Allocation

By Holding
By Sector
By Asset
9.53%
6.81%
4.8%
Others
69.75%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 9.53%
ICICI Bank Banks Equity 6.81%
Infosys IT - Software Equity 4.8%
St Bk of India Banks Equity 4.73%
Eicher Motors Automobile Equity 4.38%
Shriram Finance Finance Equity 3.97%
Bajaj Auto Automobile Equity 3.86%
Hero Motocorp Automobile Equity 3.85%
Wipro IT - Software Equity 3.82%
NTPC Power Generation & Distribution Equity 3.62%
TCS IT - Software Equity 3.56%
Cipla Pharmaceuticals Equity 3.55%
Bharti Airtel Telecomm-Service Equity 3.52%
M & M Automobile Equity 3.43%
Tech Mahindra IT - Software Equity 3.34%
Tata Steel Steel Equity 2.74%
Lupin Pharmaceuticals Equity 2.51%
LIC Housing Fin. Finance Equity 2.4%
IndusInd Bank Banks Equity 2.27%
ICICI Lombard Insurance Equity 2.22%
GAIL (India) Gas Distribution Equity 2.16%
ICICI Securities Stock/ Commodity Brokers Equity 2.06%
Guj.St.Petronet Gas Distribution Equity 1.93%
O N G C Crude Oil & Natural Gas Equity 1.9%
Exide Inds. Auto Ancillaries Equity 1.67%
Aditya AMC Finance Equity 1.45%
Kotak Mah. Bank Banks Equity 1.4%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.84%
Crompton Gr. Con Consumer Durables Equity 0.29%
Banks
24.74%
Automobiles
15.52%
IT-Software
15.52%
Debt
6.67%
Finance
6.37%
Others
31.17%
View all Sectors
Sectors Asset
Banks 24.74%
Automobiles 15.52%
IT-Software 15.52%
Debt 6.67%
Finance 6.37%
Pharmaceuticals & Biotech 6.06%
Gas 4.09%
Power 3.62%
Telecom-Services 3.52%
Capital Markets 3.51%
Ferrous Metals 2.74%
Insurance 2.22%
Oil 1.9%
Auto Components 1.67%
Industrial Products 0.84%
Cash & Others 0.72%
Consumer Durables 0.29%
Equity
92.62%
Reverse Repos
6.67%
Net Curr Ass/Net Receivables
0.72%

Advance Ratio

0.03
Alpha
3.33
SD
0.79
Beta
0.23
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:
2,186 Cr
Address:
6th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
Contact:
022-61447800
Email ID:
customercare@QuantumAMC.com

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Frequently Asked Questions

How to invest in Quantum Tax Saving Fund – Direct Growth ?

You can invest in Quantum Tax Saving Fund – Direct Growth 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 – Direct Growth 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 – Direct Growth ?

The NAV of Quantum Tax Saving Fund – Direct Growth is ₹89.8 as of 18 August 2023.

How to redeem Quantum Tax Saving Fund – Direct Growth 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 – Direct Growth?

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

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

The top sectors Quantum Tax Saving Fund – Direct Growth has invested in are
  1. Banks - 24.74%
  2. Automobiles - 15.52%
  3. IT-Software - 15.52%
  4. Debt - 6.67%
  5. Finance - 6.37%

Can I make investments in both the SIP and Lump Sum schemes of Quantum Tax Saving Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Quantum Tax Saving Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Quantum Tax Saving Fund – Direct Growth generated ?

The Quantum Tax Saving Fund – Direct Growth has delivered 16.2% since inception

What is the expense ratio of Quantum Tax Saving Fund – Direct Growth ?

The expense ratio of Quantum Tax Saving Fund – Direct Growth is 1.29 % as of 18 August 2023.

What is the AUM of Quantum Tax Saving Fund – Direct Growth?

The AUM of Quantum Tax Saving Fund – Direct Growth is ₹2,186 Cr as of 18 August 2023

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

The top stock holdings of Quantum Tax Saving Fund – Direct Growth are
  1. HDFC Bank - 9.53%
  2. ICICI Bank - 6.81%
  3. Infosys - 4.8%
  4. St Bk of India - 4.73%
  5. Eicher Motors - 4.38%

How can I redeem my investments in Quantum Tax Saving Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Quantum Tax Saving Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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