Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

Fund House:
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
05-04-2017
ISIN Number:
INF082J01366
Minimum Investment:
500
Minimum SIP:
500
Total Assets: (29-11-2024):
214.79
Nav (07-01-2025)
121.79
CAGR Since Inception:
12.72
Benchmark:
BSE 500 TRI
Expense Ratio (30-12-2024)::
1.99 %
Risko-Meter:
Very High
Exit Load:
Nil
Asset Class
Equity
Fund Manager
George Thomas, Christy Mathai:
Scheme Objective
The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included un the BSE 200 Index, are available at attractive valuations and in a position to benefit from the anticipated growth and development of Indian economy. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Quantum ELSS Tax Saver Fund - Regular Plan Growth Option NIFTY 50 TRI Equity: ELSS
CAGR since inception 12.72% 13.94% 15.95%
1 Year 20.53% 10.40% 18.51%
3 Year 17.15% 11.30% 15.25%
5 Year 18.43% 15.82% 19.22%
10 Year 0.00% 12.70% 13.89%
Nav / Index Value as on2025-01-08 214.79% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 16.43
Equity 83.57
Company Holding
16.43
HDFC BANK LIMITED 8.22
ICICI BANK LIMITED 5.79
INFOSYS LIMITED 5.22
STATE BANK OF INDIA 4.13
BHARTI AIRTEL LIMITED 3.94
WIPRO LIMITED 3.87
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED 3.66
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD 3.45
EICHER MOTORS LIMITED 3.32
FAQ's of Quantum ELSS Tax Saver Fund - Regular Plan Growth Option
How do I use the SIP Calculator to calculate Quantum Mutual Fund ?

To calculate the Quantum Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Quantum ELSS Tax Saver Fund - Regular Plan Growth Option