Item: Quantum Tax Saving Direct Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › Quantum Mutual Fund › Quantum Tax Saving Direct Growth

83.820 (0.299%)

NAV on June 01, 2023

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Blend

Total Assets 122 cr

Turnover Ratio 12.97%

Expense Ratio 1.29%

Exit Load -

Returns

Min Investment 500

Buy Now Start SIP

Fund Manager George Thomas (Since about 1 year) Christy Mathai (Since 6 months)

ISIN INF082J01069

Fund Family Quantum

P/E Ratio 14.67

P/B Ratio 2.42

Launch Date December 23, 2008

Benchmark S&P BSE 500 India TR INR

Financial 40.29%

Industrial 1.06%

Technology 16.79%

Basic Materials 2.88%

Consumer Cyclical 19.67%

Utilities Services 8.03%

Healthcare Services 5.45%

Energy Services 2.05%

Communication Services 3.79%

Consumer Defensive 0.00%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Tax Saver-Scheme-Growth - Direct	90.021	17.86%	3,560 cr	0.65%	Below Average
Bank of India Tax Advantage Fund Direct Plan Growth	118.690	16.96%	739 cr	1.29%	Above Average
Parag Parikh Tax Saver Fund Direct Growth	22.126	16.86%	1,527 cr	0.80%	Low
PGIM India ELSS Tax Saver Fund Dir Gr	28.590	16.60%	494 cr	0.97%	Average
DSP Tax Saver Fund Direct Plan Growth	93.636	13.76%	10,513 cr	0.78%	Average
Mirae Asset Tax Saver Fund -Direct Plan-Growth	35.879	12.43%	15,218 cr	0.45%	Above Average
HSBC ELSS Fund Direct Plan Growth Option	91.044	17.13%	3,054 cr	1.14%	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Long Term Equity Fund Direct Plan Growth	32.486	21.57%	2,237 cr	0.76%	Above Average
SBI Long Term Equity Fund Direct Growth	269.987	20.71%	12,998 cr	—	Average
Kotak Tax Saver-Scheme-Growth - Direct	90.021	17.86%	3,560 cr	0.65%	Below Average
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth	120.360	17.25%	4,333 cr	0.75%	High
Taurus Tax Shield-Direct Plan-Growth Option	134.940	17.19%	61 cr	1.78%	Low
HSBC ELSS Fund Direct Plan Growth Option	91.044	17.13%	3,054 cr	1.14%	Average
Bank of India Tax Advantage Fund Direct Plan Growth	118.690	16.96%	739 cr	1.29%	Above Average