Last NAV: 54.31

QUANTUM TAX SAVING - REGULAR PLAN   -   Growth

INVESTMENT 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.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
6.63% 0.00% 0.00% 8.07% 1.48% 3.49%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.61 1.00 0.60 10.82% -10.97% 62.50%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   74.03   Cr.
Inception Date 01/04/2017
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2017 0.00 0.00 0.00 0.71 2.88 -2.09 4.56 -1.61 0.24 4.80 -0.97 2.51 11.29
2018 2.66 -4.30 -4.40 5.60 -2.19 0.10 2.76 3.79 -4.03 -1.81 1.11 1.54 0.19
2019 -2.63 0.71 3.49 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.48
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

About Fund Managers:

Atul Kumar Quantum

  • Job Since 01/04/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Quantum AMC he has worked with Sahara AMC, K R Choksey Shares & Securities Pvt. Ltd. and Astute Consulting Pvt. Ltd.
  • Education Mr.Kumar is a B.Com (H) Delhi University and PGDBM from ICFAI Business School.

Sorbh Gupta Quantum

  • Job Since 01/04/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Quantum Mutual Fund he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
  • Education Mr. Gupta is a B.Com, CA and CFA.

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