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Quantum Tax Saving Fund (G)

PLAN: Regular OPTIONS: Growth
More Plan & Options
38.320 0.26 (0.67%)

NAV as on 17 Apr, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Quantum Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 17 Apr, 2015)

Period Returns (%) Rank #
1 mth 1.0 6
3 mth -0.1 71
6 mth 5.4 84
1 year 28.4 81
2 year 25.5 72
3 year 20.4 40
5 year 14.8 17

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.2 - - - -
2014 9.5 17.4 4.8 4.4 -
2013 -4.1 -0.4 -0.8 11.9 8.1
2012 16.9 -1.6 8.5 3.9 31.9
2011 -6.6 -2.7 -8.7 -4.0 -21.1
2010 1.8 6.0 16.0 0.3 27.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.0 -0.1 5.4 28.4 25.5 20.4 14.8
Category avg -0.9 1.6 15.2 42.1 28.8 19.7 11.2
Difference of Fund returns and Category returns 1.9 -1.7 -9.8 -13.7 -3.3 0.7 3.6
Best of category 2.4 8.5 26.6 72.0 49.6 34.8 23.7
Worst of category -3.5 -4.0 3.3 10.2 12.1 10.2 4.2
Benchmark returns # -1.0 0.6 8.9 25.7 23.2 17.9 10.3
Difference of Fund returns and Benchmark returns 2.0 -0.7 -3.5 2.7 2.3 2.5 4.5
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 13, 2008
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 31.43 (Mar-31-2015)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Atul Kumar
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office 505, Regent Chambers, 5th Floor, Nariman Point Mumbai, 400021
Tel. No. 022 - 61447800
Fax No. 022 - 22854318
Email customercare@QuantumAMC.com
Website http://www.quantumamc.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain (G) Rank 3
5,212.24 2.2 14.8 43.9 24.7 14.7
HDFC Tax Saver (G) Rank 4
8,416.23 -0.1 10.6 40.8 22.3 14.6
Reliance Tax Saver (ELSS) (G) Rank 1
4,094.47 0.8 15.5 67.1 30.2 20.8
Axis Long Term Equity Fund (G) Rank 1
4,161.99 4.1 23.9 62.7 34.8 23.7
ICICI Pru Tax Plan (G) Rank 3
2,477.60 1.9 11.3 42.8 26.9 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 2.20 6.61
Bajaj Auto Automotive 2.13 6.42
Infosys Technology 1.97 5.94
Hero Motocorp Automotive 1.65 4.95
TCS Technology 1.58 4.76
Tata Chemicals Chemicals 1.48 4.45
ING Vysya Bank Banking/Finance 1.34 4.04
ACC Cement 1.33 4.01
Voltas Conglomerates 1.26 3.80
Indian Hotels Services 1.23 3.70

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Automotive 15.21 16.75 14.20
Oil & Gas 12.84 15.02 11.43
Technology 10.70 11.70 8.14
Banking/Finance 10.65 15.51 9.96
Services 6.84 8.66 6.52
Utilities 6.75 6.97 2.57

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 80.54
Others 0.00
Debt 0.30
Mutual Funds N.A
Money Market 0.00
Cash / Call 19.16

View All

Concentration

Holdings (%)
Top 5 28.68
Top 10 48.68
Sector (%)
Top 3 38.75

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