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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.90 | 12.62 | 2.09 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.14 | 1.53 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Quantum ELSS Tax Saver Fund(IDCW) | 34.61% | 20.21% | 17.42% |
Axis ELSS Tax Saver Fund(IDCW) | 15.47% | 2.11% | 13.53% |
SBI Long Term Equity Fund(IDCW) | 40.90% | 17.79% | 9.94% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 30.03% | 7.37% | 13.75% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
7.89 %
Holdings
5.86 %
Holdings
5.02 %
Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.
No.of Schemes
11
Total AUM
₹ 2,537.34 Cr.
George Thomas
AUM: ₹1,390.17 Cr.
|
Exp: 6yrs
Christy Mathai
AUM: ₹1,390.17 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%