Quantum Tax Saving Fund - Direct Plan Growth Option

Quantum Tax Saving Fund - Direct Plan Growth Option of Quantum Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.29

Age

NA Years

Fund Manager

Atul Kumar

AuM (Rs Crores)

68.993

Asset Class

ELSS

Net Asset Value:

52.03

Rating

2

Bench Mark

S&P BSE Sensex TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

9.40%

Fund Manager Details:

Atul Kumar B.Com,PGDBM from ICFAI. Collectively Over 7 Years of Experience in the Consulting and financial services. Quantum AMC as Fund Manager-Equity From June 27 to Till Date. Quantum AMC as Joint Fund Manager-Equity from November 26 to June 27. Quantum AMC as Analyst-Equity from October 25 to November 26. K R Chokshey Shares & Securities Pvt Ltd as Analyst From November 23 to September 25. Astute Consulting Private Ltd as Consultant from May 21 to September 25. S B Billimoria & Co as Management Consultant from June 1999 to April 211.

Objective:

To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 2 and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.

Top Holdings:

  • IT - Software (17.)
  • Automobile (14.26)
  • Finance (9.74)
  • Banks (9.8)
  • Pharmaceuticals (7.7)
  • Power Generation & Distribution (6.67)
  • Hotels & Restaurants (3.7)
  • Gas Distribution (3.56)
  • Crude Oil & Natural Gas (3.27)
  • Auto Ancillaries (2.92)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition