Quantum Mutual Fund

Quantum Tax Saving Fund

Quantum Mutual Fund

Expense Ratio: 2.09
Risk: Very High
Equity Scheme - ELSS
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 10-12-2008
Exit Load: Nil
Fund Size:₹227.99 Cr

Performance

1Y
FundN/A
Cat. Avg.-4.61%
2Y
FundN/A
Cat. Avg.-3.57%
3Y
FundN/A
Cat. Avg.9.32%
5Y
FundN/A
Cat. Avg.8.48%
10Y
FundN/A
Cat. Avg.12.30%
SI
FundN/A
Cat. Avg.11.77%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1HDFC Bank Ltd*15.907.67%
2ICICI Bank Ltd*15.087.28%
3TREPS13.486.50%
4Kotak Mahindra Bank Ltd*8.684.19%
5Tata Consultancy Services Ltd*8.624.16%
6Infosys Ltd*7.883.80%
7Crompton Greaves Consumer Electricals Ltd*7.733.73%
8Axis Bank Ltd*7.493.61%
9Star Health And Allied Insurance Company Ltd*7.383.56%
10Exide Industries Ltd*6.963.36%

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