Quantum Tax Saving Direct Growth
Quantum Tax Saving Direct Growth

Quantum Tax Saving Direct Growth

Equity
Direct
Very High Risk
Elss (Tax Savings)

NAV: ₹ 79.25 as on 22-10-2021

Fund Overview

Expense ratio
Expense ratio
1.29%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹102 Cr
Inception Date
Inception Date
23 December, 2008
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
6.03%

Fund Distribution

  • Equity 91.4%
  • Debt & Cash 8.6%
Size breakup
Large cap
84.5%
Mid cap
15.5%
Sector Allocation
Financial Services
32.3%
Tech
16.9%
Cyclical
16.7%
Basic Materials
12%
Utilities
11.5%
Health
5.5%
Industrial
2.7%
Energy
2.4%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings30
Equity Holdings28
Debt Holdings2

Fund Highlights

Fund Manager

Fund Manager

Sorbh Gupta
About the fund

About the fund

This fund has delivered an average annual returns of 17.51% since inception which is more than its category average return of 15.88%
Fund Allocations

Fund Allocations

This fund has an allocation of 91.4% in Equity, 0% in Debt and 8.6% in Cash related instruments
AUM size ₹102 Cr

AUM size ₹102 Cr

This fund has AUM of ₹102 Cr which is less than its category average of ₹ 2888 Cr
Expense Ratio 1.29%

Expense Ratio 1.29%

This fund has an expense ratio of 1.29% which is less than its category average expense ratio of 1.57%

AMC details

Fund House
Quantum Asset Management Co Pvt. Ltd.
Email
info@quantumamc.com
Phone
+912261447800
Address
Quantum Asset Management Company Private Limited,505, Regent Chambers,,5th Floor, Nariman Point,
We are a SEBI registered investement advisor