Jun 20, 2025
To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Quantum ELSS Tax Saver Fund - Regular (G) | 1.54 | 1.73 | 4.47 | 22.91 |
| Benchmark - TRI Sensex | 0 | 0 | 0 | 0 |
| Category Average - BEST ELSS/TAX SAVER FUNDS | 2.37 | 0.66 | 3.09 | 23.12 |
| Category Rank | 1/1 | 1/1 | 1/1 | 1/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund (IDCW) | 30.4513 | 1.70 | 7.12 | 32.47 | 27.14 | 4,359.64 | 1.82 | 500.00 | invest |
| Motilal Oswal ELSS Tax Saver Fund (G) | 51.3331 | 1.70 | 7.13 | 32.39 | 27.09 | 4,359.64 | 1.82 | 500.00 | invest |
| Bank of India Midcap Tax Fund - Series 2 (G) | 32.1100 | 1.58 | -1.14 | 24.27 | 25.66 | 32.59 | 1.67 | 500.00 | invest |
| Bank of India Midcap Tax Fund - Series 2 (IDCW) | 32.1200 | 1.55 | -1.14 | 24.29 | 25.66 | 32.59 | 1.67 | 500.00 | invest |
| Sundaram LT MC Tax Advantage Fund-Sr.VI (G) | 26.3936 | 0.24 | 1.22 | 27.22 | 35.76 | 36.39 | 1.42 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Bharti Airtel | May 31, 2025 | 7.48 | 3.38 | -17.00 |
|
| Equity-ICICI Pru Life | May 31, 2025 | 7.60 | 3.44 | 21.29 |
|
| Equity-Crompton Gr. Con | May 31, 2025 | 7.32 | 3.31 | -0.30 |
|
| Equity-Infosys | May 31, 2025 | 9.99 | 4.52 | -0.51 |
|
| Equity-Kotak Mah. Bank | May 31, 2025 | 8.12 | 3.67 | -4.44 |
|
| Equity-St Bk of India | May 31, 2025 | 8.91 | 4.03 | 5.29 |
|
| Equity-HDFC Bank | May 31, 2025 | 19.64 | 8.88 | 6.38 |
|
| Equity-TCS | May 31, 2025 | 9.64 | 4.36 | 8.68 |
|
| Equity-ICICI Bank | May 31, 2025 | 16.09 | 7.28 | -2.28 |
|
| Reverse Repo-TREPS | May 31, 2025 | 26.65 | 12.06 | 31.06 |
|
Quantum Mutual Fund has announced change in scheme name under the following...
Quantum Mutual Fund has announced change in Fund Manager of the following s...
Mr. Ketan Gujarathi has been appointed as an Associate Fund Manager for Qua...
Quantum Mutual Fund has announced that Mr. Mohit Bhatnagar has been appoint...
QUANTUM Mutual Fund has announced that the Fund Management responsibilities...
Quantum Mutual Fund has announced that Mr. Dhrrumil Panchal has been appoin...
| AMC Name | : | Quantum Mutual Fund |
| Fund Name | : | Quantum ELSS Tax Saver Fund - Regular (G) |
| Contact Persone | : | Christy Mathai |
| Registered Address | : | 1th Floor, Apeejay House, 3 DinshawVachha Road, Backbay Reclamation, Churchgate, Mumbai - 400020 |
| Telephone No | : | 022-61447800 |
| Fax No. | : | 1800223864 |
| : | customercare:QuantumAMC.com | |
| Website | : | www.quantumAMC.com |
