Quantum ELSS Tax Saver Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 40.22 | 17.54 | 14.01 | 12.02 |
Average Rolling Returns(%) | 14.50 | 13.37 | 11.89 | 12.45 |
The Current NAV of Quantum ELSS Tax Saver Fund - Regular Plan - Growth is ₹109.42.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 - TRI , as Funds portfolio is somewhat different.
Quantum ELSS Tax Saver Fund - Regular Plan - Growth fund’s expense ratio is 2.00%
The process for redemption is
The AUM of Quantum ELSS Tax Saver Fund - Regular Plan - Growth is currently ₹174 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and SBI and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 45% of fund’s portfolio respectively.
Top three sectors of Quantum ELSS Tax Saver Fund - Regular Plan - Growth fund are BFSI, Auto and IT accounting for 68% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Quantum ELSS Tax Saver Fund - Regular Plan - Growth Fund is Equity - ELSS.
George Thomas and Christy Mathai manage the Quantum ELSS Tax Saver Fund - Regular Plan - Growth Fund.
Quantum ELSS Tax Saver Fund - Regular Plan - Growth current PE ratio is 29.53 and PB ratio is 4.56
The asset allocation of Quantum ELSS Tax Saver Fund - Regular Plan - Growth is Stocks : 90.27%, Debt : 9.72% and Gold : 0%
The minimum SIP amount for Quantum ELSS Tax Saver Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Quantum ELSS Tax Saver Fund - Regular Plan - Growth is Nil