Quantum Tax Saving Fund

Inception DateDec 23, 2008

Expense Ratio1.29%

Asset Size (in Crore)104.63as on 30/04/2022

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

  • Rolling Return

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
Period Scheme
(₹)
Tier 1 - Benchmark# Returns(%)
(₹)
Tier 2 - Benchmark## Returns(%)
(₹)
Additional Benchmark Returns(%)###
(₹)

Since Inception

Dec 23, 2008
to Apr 29, 2022
16.30%₹75,190 16.69%₹78,611

16.60%

₹77,769

15.73%

₹70,425

10 Years

Apr 30, 2012
to Apr 29, 2022
13.23%₹34,661 14.93%₹40,240

14.92%

₹40,196

14.20%

₹37,751

7 Years

Apr 30, 2015
to Apr 29, 2022
10.74%₹20,427 13.35%₹24,053

13.27%

₹23,928

12.67%

₹23,062

5 Years

Apr 28, 2017
to Apr 29, 2022
9.23%₹15,554 14.02%₹19,287

14.28%

₹19,510

15.10%

₹20,221

3 Years

Apr 30, 2019
to Apr 29, 2022
10.76%₹13,587 16.91%₹15,980

16.49%

₹15,807

14.77%

₹15,118

1 Year

Apr 30, 2021
to Apr 29, 2022
12.75%₹11,271 21.05%₹12,099

20.30%

₹12,024

18.24%

₹11,819
#S&P BSE 500 TRI, ## S&P BSE 200 TRI, ### S&P BSE Sensex.
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.

() Rolling Return Duration:

No Data Found

Quantum Tax Saving Fund

TIER-1: S&P BSE 500 TRI

TIER-2: S&P BSE 200 TRI

SBI 1 Year FD Interest Rate

The comparison with Fixed Deposits has been given for the purpose of general information / explanation purpose only. Unlike fixed deposit with Banks there is no capital protection guarantee or assurance of any return or insurance protection in Mutual Funds. Investments in Mutual Funds as compared to Fixed Deposits carry high risk, different tax treatment and subject to market risk. Investors are advised to take investments decision based on his / her investment objectives, risk appetite and arrive at informed decision before making any investment decision. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully

() Rolling Return Duration:

No Data Found

Quantum Tax Saving Fund

Domestic Price of Gold

SBI 1 Year FD Intrest-Rate

The comparison with Fixed Deposits has been given for the purpose of general information / explanation purpose only. Unlike fixed deposit with Banks there is no capital protection guarantee or assurance of any return or insurance protection in Mutual Funds. Investments in Mutual Funds as compared to Fixed Deposits carry high risk, different tax treatment and subject to market risk. Investors are advised to take investments decision based on his / her investment objectives, risk appetite and arrive at informed decision before making any investment decision. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully
Fund Managed By
Sorbh Gupta

Sorbh Gupta

Managing this fund since Oct 2016 Performance details of other funds managed by him
George Thomas

George Thomas

Managing this fund since Apr 2022
Fund Facts
  • No. Of Folios12,985

  • Cut-Off Time03:00 PM

  • TIER 1 - BenchmarkS&P BSE 500 TRI

  • TIER 2 - BenchmarkS&P BSE 200 TRI

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

Portfolio

as on 30/04/2022
  • Top 5 Holdings

  • Sector Allocation

Stock Name % of Net Assets
Housing Development Finance Corporation Ltd 7.30%
HDFC Bank Ltd 6.44%
ICICI Bank Ltd 5.97%
Infosys Ltd 5.97%
State Bank of India 4.63%
Other 69.69%

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 [email protected] 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 & Primary Benchmark
Quantum Tax Saving Fund

An Open Ended Equity Linked Saving Scheme with a Statutory Lock in of 3 years and Tax Benefit

Primary Benchmark: S&P BSE 500 TRI
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
Tier 1 Benchmark
Tier 2 Benchmark
*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 Apr 30, 2022.
The Risk Level of the Benchmark Index in the Risk O Meter is basis it's constituents as on Apr 30, 2022.
Click Here for a step-by-step
walkthrough of various types
of transactions on our portal.
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