- Mutual Funds
- Quantum Mutual Fund
- Quantum Tax Saving Fund (PIDCW-A)
Formerly Quantum Tax Saving Reg DP
Quantum Tax Saving Fund (PIDCW-A)
₹ 90.34
NAV (Sep 22)
Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 90.34
NAV (Sep 22)
Fund Returns
Last 1Y | 16.2% |
Last 3Y | 23.2% |
Last 5Y | 10.9% |
Last 10Y | NA |
Since Inception | 10.3% |
6 Month CAGR | 20.1% |
Scheme Information
The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
Expense Ratio | 1.79 |
Launched (6y ago) | Apr 02, 2017 |
AUM in Crores | 136.877 |
ISIN | INF082J01374 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 12.9 |
Standard Deviation (5yr) | 18.1 |
Beta (3yr) | 0.85 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 1.252 |
Sharpe Ratio (5yr) | 0.33 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum Tax Saving Fund (PIDCW-A) | 9,57,191 | 2,24,579 | 10.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
9.1%icici bank ltd
6.6%treps ^
5.2%infosys ltd
5.1%eicher motors ltd
4.4%Allocation by Sector
financial services
37.2%consumer cyclical
17.3%technology
16.2%utilities
6.6%healthcare
6.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Quantum Asset Management Co Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 7.6% | ||
3.1% | 5.1% | ||
3.1% | 5.1% | ||
23.2% | 16% | ||
3.6% | 6.9% |
Quantum Tax Saving Fund (PIDCW-A) Review
Quantum Tax Saving Fund (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 10.3% over a period of 6 years. The fund was previously known as Quantum Tax Saving Reg DP. The fund is managed by Quantum Asset Management Co Pvt. Ltd.. The fund managers are Christy Mathai, George Thomas.
Nav of Quantum Tax Saving Fund (PIDCW-A) as of 9/22/2023 is ₹90.34 with the total AUM as of 9/23/2023 is ₹136.877. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum Tax Saving Fund (PIDCW-A) was launched on Apr 02, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for Quantum Tax Saving Fund (PIDCW-A) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Quantum Tax Saving Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Quantum Tax Saving Fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 16.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum Tax Saving Fund (PIDCW-A).
Frequently Asked Questions
What is Quantum Tax Saving Fund (PIDCW-A)?
How to invest in Quantum Tax Saving Fund (PIDCW-A)?
You can invest in Quantum Tax Saving Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quantum Tax Saving Fund (PIDCW-A)?
The minimum sip amount for Quantum Tax Saving Fund (PIDCW-A) is ₹500. You can invest in multiples of ₹500.
Is Quantum Tax Saving Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Quantum Tax Saving Fund (PIDCW-A) is a Neutral fund. You can investQuantum Tax Saving Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quantum Tax Saving Fund (PIDCW-A)?
The expense ratio of the Quantum Tax Saving Fund (PIDCW-A) is 1.79% for regular plan.