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SET SMS ALERT Fund Family Quantum Mutual Fund
Fund Class ELSS
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.8 | 45 |
| 3 mth | 1.2 | 37 |
| 6 mth | 6.4 | 10 |
| 1 year | 25.2 | 14 |
| 2 year | 9.1 | 6 |
| 3 year | 10.0 | 3 |
| 5 year | - | - |
# Moneycontrol Rank within ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -4.1 | - | - | - | - |
| 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 |
| 2009 | -1.8 | 36.6 | 22.5 | -0.2 | 83.9 |
| 2008 | - | - | - | -0.2 | -0.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 2.8 | 1.2 | 6.4 | 25.2 | 9.1 | 10.0 | -- |
| Category avg | 3.7 | 2.3 | 4.1 | 20.7 | 5.2 | 5.3 | 3.3 |
| Difference of Fund returns and Category returns | -0.9 | -1.1 | 2.3 | 4.5 | 3.9 | 4.7 | -- |
| Best of category | 7.0 | 7.0 | 9.9 | 31.1 | 13.0 | 13.5 | 12.0 |
| Worst of category | 1.1 | -2.1 | -10.2 | -2.0 | -13.3 | -10.1 | -9.0 |
| Benchmark returns # | 4.7 | 3.9 | 8.3 | 25.2 | 5.6 | 6.8 | 3.5 |
| Difference of Fund returns and Benchmark returns | -1.9 | -2.7 | -1.9 | 0.0 | 3.5 | 3.2 | -- |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Dec 13, 2008 |
| Benchmark | S&P BSE SENSEX |
| Asset Size (Rs cr) | 10.30 (Mar-30-2013) |
| 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 |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | 505, Regent Chambers, 5th Floor, Nariman Point Mumbai, 400021 |
|---|---|
| Tel. No. | 022 - 61447800 |
| Fax No. | 022 - 22854318 |
| customercare@QuantumAMC.com | |
| Website | http://www.quantumamc.com |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Magnum Tax Gain (G) | Rank 3 |
4,578.79 | 3.5 | 5.2 | 22.0 | 6.6 | 5.0 |
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | 0.4 | 3.5 | 15.8 | 5.1 | 9.1 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 3.5 | 7.1 | 25.3 | 7.8 | 5.9 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 4.4 | 3.1 | 17.8 | 8.8 | 9.7 |
| L&T Tax Advantage (G) | Rank 3 |
1,166.81 | 3.1 | 4.1 | 20.4 | 7.4 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Bajaj Auto | Automotive | 0.81 | 6.68 |
| HDFC | Banking/Finance | 0.75 | 6.15 |
| Maruti Suzuki | Automotive | 0.57 | 4.71 |
| Infosys | Technology | 0.57 | 4.68 |
| Container Corp | Services | 0.55 | 4.56 |
| TCS | Technology | 0.49 | 4.01 |
| ONGC | Oil & Gas | 0.47 | 3.88 |
| Zee Entertain | Media | 0.45 | 3.73 |
| GAIL | Oil & Gas | 0.44 | 3.60 |
| Indian Hotels | Services | 0.43 | 3.53 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 17.21 | 23.17 | 17.21 |
| Automotive | 14.50 | 14.50 | 8.81 |
| Oil & Gas | 11.04 | 11.04 | 6.51 |
| Services | 10.05 | 10.67 | 9.49 |
| Technology | 8.69 | 12.25 | 8.69 |
| Media | 3.73 | 6.24 | 2.64 |
| Equity | 82.64 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 17.35 |
| Holdings | (%) |
|---|---|
| Top 5 | 26.78 |
| Top 10 | 45.53 |
| Sector | (%) |
|---|---|
| Top 3 | 42.75 |
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