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.
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Cumulative Return
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Fund Performance
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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
Fund Managed By
George Thomas
Managing this fund since Apr 2022Fund 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
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
Product label
Name of the Scheme & Primary Benchmark
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*
• 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
Tier 1 Benchmark
Tier 2 Benchmark
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.
