Fund Overview

NAV (09 Dec 24)

₹ 126.18

AUM (in Cr)

₹ 214.84

5 Years CAGR

% 19.58

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Quantum ELSS Tax Saver Fund - Regular Plan
1.89
0.21
8.94
30.19
18.69
19.58
Nifty 500
2.88
-0.76
7.54
25.69
16.66
20.45
ELSS
2.93
10.76
19.25
41.22
20.32
25.34

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

The investment objective of the scheme is to achieve long term capital appreciation by investing primarily in shares of Indian companies that will typically be included in the BSE 200 & are in a position to benefit from the anticipated growth & development of the Indian economy & its markets. The fund may also invest up to a maximum of 20% in Debt and Money market instruments. Quantum Tax savings fund gives the investor twin benefit of tax savings & wealth creation through equity markets.

Expense Ratio
% 2.00
Benchmark
Nifty 500
AUM
₹ 214.84
Inception Date
01 Apr 2017
Turnover Ratio
% 16.81
Exit Load
Nil
Asset Class
Equity
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