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Quantum Tax Saving Fund - Direct Plan Dividend Option

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 23-12-2008
Asset Class: Equity
Benchmark: S&P BSE Sensex
Expense Ratio: 1.29% As on (30-04-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 68.99 Cr As on (31-05-2018)
Turn over: 12.68%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE Sensex 15.12%

PERFORMANCE of Quantum Tax Saving Fund - Direct Plan Dividend Option

Scheme Performance (%)

Data as on - 19-06-2018

Yearly Performance (%)

Fund Managers

Mr. Atul Kumar, Mr. Sorbh Gupta

Mr.Kumar is a B.Com (H) Delhi University and PGDBM from ICFAI Business School. Prior to joining Quantum AMC he has worked with Sahara AMC, K R Choksey Shares & Securities Pvt. Ltd. and Astute Consulting Pvt. Ltd.

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 - Direct Plan Dividend 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 - Direct Plan Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quantum Tax Saving Fund - Direct Plan Dividend Option 12.97 0.8 2.27 0.71 - -
Equity Linked Savings Schemes (ELSS)

PEER COMPARISION of Quantum Tax Saving Fund - Direct Plan Dividend Option

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Data as on - 19-06-2018
Scheme Name Launch
Date
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PORTFOLIO ANALYSIS of Quantum Tax Saving Fund - Direct Plan Dividend Option

Asset Allocation (%)

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