Quantum Tax Saving Fund - Regular Plan Growth Option

Category: Equity: ELSS
Launch Date: 01-04-2017
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 1.79% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 89.11 Cr As on (31-03-2021)
Turn over: 6.03
NAV as on 22-04-2021

64.6

0.49 (0.7585%)

CAGR Since Inception

7.59%

S&P BSE 200 TRI 10.71%

PERFORMANCE of Quantum Tax Saving Fund - Regular Plan Growth Option

Scheme Performance (%) Data as on - 22-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quantum Tax Saving Fund - Regular Plan Growth Option 63.96 7.14 - - 7.59
S&P BSE 200 TRI 32.55 4.37 10.16 9.25 10.71
Equity: ELSS 56.27 8.24 12.86 12.15 13.81

Yearly Performance (%)

Nav Movement

Fund Managers

Atul Kumar,Sorbh Gupta

Investment Objective

The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included un the BSE 200 Index, are available at attractive valuations and in a position to benefit from the anticipated growth and development of Indian economy. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.

RETURNS CALCULATOR for Quantum Tax Saving Fund - Regular Plan Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Quantum Tax Saving Fund - Regular Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quantum Tax Saving Fund - Regular Plan Growth Option - 0.43 - 0.9 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Quantum Tax Saving Fund - Regular Plan Growth Option

Period
Data as on - 22-04-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 63.96 8.13 7.14 0.0 0.0
quant Tax Plan - Growth Option - Regular Plan 01-04-2000 113.8 33.81 22.07 21.91 13.38
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 81.78 15.9 8.07 15.02 13.96
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 67.77 19.45 15.23 19.98 0.0
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 67.2 0.0 0.0 0.0 0.0
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 62.1 25.89 11.15 17.07 13.23
JM Tax Gain Fund (Regular) - Growth option 31-03-2008 61.88 15.77 10.88 15.49 12.28
Franklin India Taxshield-Growth 05-04-1999 61.29 9.28 7.1 9.9 12.16
HDFC Long Term Advantage Plan - Growth Plan 05-01-2001 61.13 11.66 9.59 13.7 12.18
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 61.08 16.3 11.82 14.88 14.05

PORTFOLIO ANALYSIS of Quantum Tax Saving Fund - Regular Plan Growth Option

Asset Allocation (%)