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Quantum Tax Saving Fund

NAV

Inception DateDec 23, 2008

Expense Ratio1.29%

Asset Size (in Crore)78.00as on 31/12/2019

Minimum Investment 500

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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

Benchmark Performance - S&P BSE Sensex TRI

Additional Benchmark Performance - Nifty 50 TRI

Your Investment of ₹10,000 in this would have performed as below table with respect to benchmarks
Period Quantum Tax Saving Fund Direct Plan - Growth Option S&P BSE Sensex TRI Nifty 50 TRI

Since Inception

Dec 23, 2008
to Dec 31, 2019 		16.37%₹53,210 15.53%₹49,139

14.77%

₹45,694

10 Years

Dec 31, 2009
to Dec 31, 2019 		11.03%₹28,490 10.40%₹26,918

9.94%

₹25,813

7 Years

Dec 31, 2012
to Dec 31, 2019 		11.47%₹21,395 12.71%₹23,117

11.88%

₹21,954

5 Years

Dec 31, 2014
to Dec 31, 2019 		7.01%₹14,032 9.62%₹15,835

8.85%

₹15,285

3 Years

Dec 30, 2016
to Dec 31, 2019 		6.74%₹12,162 16.67%₹15,889

14.70%

₹15,097

1 Year

Dec 31, 2018
to Dec 31, 2019 		-0.88%₹9,912 14.37%₹11,437

10.75%

₹11,075
Fund Managed By
Atul Kumar

Atul Kumar

Managing this fund since Dec 2008 Performance details of other funds managed by him
Sorbh Gupta

Sorbh Gupta

Managing this fund since Oct 2016
Fund Facts

  • No. Of Folios9,627

  • Cut Off Time 03:00 PM

  • Benchmark IndexS&P BSE Sensex TRI

  • Click here to Know the Exit Load

  • Click here to Download Fund Dashboard (XLSX)

Portfolio

as on 31/12/2019

  • Top 5 Holdings

  • Sector Allocation

Stock Name % of Net Assets
Housing Development Finance Corporation Ltd 9.89%
Infosys Ltd 8.04%
Bajaj Auto Ltd 6.67%
State Bank of India 5.21%
Hero MotoCorp Ltd 4.65%
Other 65.54%

Downloads

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
Investors understand that their principal will be at Moderately High Risk
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.