Quantum Tax Saving Fund

Inception DateDec 23, 2008

Expense Ratio1.29%

Asset Size (in Crore)100.66as on 31/12/2021

Minimum Investment 500

About the Fund

Is there a fund that can help you build wealth over the long term and help you save tax, simultaneously? Yes, there is!
The Quantum Tax Saving Fund (QTSF) invests in equities and also allows you to save tax u/s 80 C of the Income Tax Act. Please note that your investments in this fund (like all ELSS funds) are subject to a lock-in period of 3 years.

Read the Product Brochure - English, Hindi, Marathi, Gujarati, Kannada


5 Reasons why you should invest in the Quantum Tax Saving Fund

  • 1. Optimizes tax-saving under Section 80C.
  • 2. Minimizes risk by pursuing bottom-up stock selection.
  • 3. Has a lower portfolio turnover.
  • 4. Holds cash when stocks are overvalued - no derivatives and no hedging.
  • 5. Has among the lowest expense ratio in its category.
  • Cumulative Return

  • Fund Performance

Your investment of ₹ since

is valued at ₹50000 (As on 30 Apr 2019)

Fund Performance - Quantum Tax Saving Fund

Tier-1 - S&P BSE 500 TRI

Tier-2 - S&P BSE 200 TRI

Your Investment of ₹10,000 in this would have performed as below table with respect to benchmarks
Benchmark Additional Benchmark
Period Scheme
(₹)
S&P BSE 500 TRI
(₹)
S&P BSE 200 TRI
(₹)

Since Inception

Dec 23, 2008
to Dec 31, 2021
16.80%₹75,650 17.01%₹77,432

16.99%

₹77,285

10 Years

Dec 30, 2011
to Dec 31, 2021
14.84%₹39,959 16.48%₹46,059

16.52%

₹46,229

7 Years

Dec 31, 2014
to Dec 31, 2021
10.36%₹19,950 13.10%₹23,683

13.18%

₹23,804

5 Years

Dec 30, 2016
to Dec 31, 2021
11.56%₹17,291 17.51%₹22,422

17.72%

₹22,632

3 Years

Dec 31, 2018
to Dec 31, 2021
12.10%₹14,093 18.37%₹16,595

18.46%

₹16,632

1 Year

Dec 31, 2020
to Dec 31, 2021
25.14%₹12,514 28.60%₹12,860

27.79%

₹12,779
Quantum Tax Saving Fund Performance as on Dec 31, 2021
Past performance may or may not be sustained in the future.
Different Plans shall have a different expense structure.
Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
*with effect from February 01, 2020 benchmark has been changed from S&P Sensex TRI to S&P BSE 200 TRI.
Fund Managed By
Sorbh Gupta

Sorbh Gupta

Managing this fund since Oct 2016 Performance details of other funds managed by him
Fund Facts
  • No. Of Folios11,359

  • Cut-Off Time03:00 PM

  • Benchmark IndexS&P BSE 500 TRI

  • Click here to Know the Exit Load
  • Click here to Download Fund Dashboard (XLSX)

Portfolio

as on 31/12/2021
  • Top 5 Holdings

  • Sector Allocation

Stock Name % of Net Assets
Infosys Ltd 8.50%
Housing Development Finance Corporation Ltd 8.20%
HDFC Bank Ltd 5.77%
ICICI Bank Ltd 5.43%
Wipro Ltd 4.22%
Other 67.88%

How to Invest

Invest Online in 3 simple steps. Click here to Get Started and plan your Asset Allocation!.
Use your favourite social messaging app to Invest! Send a simple message to 9243223863 to invest in our Equity, Debt and Gold Savings funds
Transact on Stock Exchanges (BSE and NSE) Through Your Demat Account
Investing is as simple as sending an SMS to us! Send a simple Message to 9243223863 to invest in Quantum Equity, Debt and Gold savings funds
Email Us at Transact@QuantumAMC.com Or Send us a Fax on 1800 22 3864
Visit our Office Or Karvy Centers Or Call Us on 1800 209 3863/1800 22 3863

Product label

Name of the Scheme
Quantum Tax Saving Fund

An Open Ended Equity Linked Saving Scheme with a Statutory Lock in of 3 years and Tax Benefit
This product is suitable for investors who are seeking*
• Long term capital appreciation

• Invests primarily in equity and equity related securities of companies in S&P BSE 200 index and to save tax u/s 80 C of the Income Tax Act. Investments in this product are subject to lock in period of 3 years.

Riskometer of scheme
Investors understand that their principal will be at Very High Risk
Riskometer of benchmark as of Dec 31, 2021
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
The Risk Level of the Scheme in the Risk O Meter is based on the portfolio of the scheme as on Dec 31, 2021.
The Risk Level of the Benchmark Index in the Risk O Meter is basis it's constituents as on Dec 31, 2021.
Click Here for a step-by-step
walkthrough of various types
of transactions on our portal.
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