Quantum Tax Saving Fund - Regular Plan Growth Option

Category: Equity: ELSS
Launch Date: 01-04-2017
Asset Class: Equity
Benchmark: S&P BSE SENSEX TRI
Expense Ratio: 1.79% As on (30-09-2020)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 69.17 Cr As on (30-09-2020)
Turn over: 17.85%
NAV as on 22-10-2020

51.64

-0.02 (-0.0387%)

CAGR Since Inception

2.07%

S&P BSE SENSEX TRI 5.72%

PERFORMANCE of Quantum Tax Saving Fund - Regular Plan Growth Option

Scheme Performance (%)

Data as on - 22-10-2020

Yearly Performance (%)

Fund Managers

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

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 - 22-10-2020
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 1.87 0.92 0.2 0.0 0.0
Quant Tax Plan-Growth 01-04-2000 23.1 15.85 8.42 15.04 7.59
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 17.75 17.64 5.84 10.15 9.39
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 17.75 0.0 0.0 0.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 13.09 14.95 9.64 10.12 10.37
Mirae Asset Tax Saver Fund-Regular Plan-Growth 01-12-2015 10.56 12.99 7.7 0.0 0.0
Union Long Term Equity Fund - Growth Option 23-12-2011 7.93 10.88 4.81 5.74 0.0
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 7.37 8.08 3.76 6.86 7.69
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 6.07 12.29 3.97 6.93 10.63
Shriram Long Term Equity Fund - Regular Growth 18-01-2019 5.73 0.0 0.0 0.0 0.0

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

Asset Allocation (%)