Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

• Alpha -3.05%
• Beta 0.93
• Sharpe Ratio0.89
• Std Deviation 10.91%
• Tracking Error 5.63%

To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. There is no assurance that the investment objective of the Scheme will be achieved.

The Quantum ELSS Tax Saver Fund - Regular Plan Growth Option has an AUM of 227.26 crores & has delivered CAGR of 14.66% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.09%. The minimum investment in Quantum ELSS Tax Saver Fund - Regular Plan Growth Option is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Treps ^ & Tata Consultancy Services.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Computer Services & Biotechnology & Drugs.

Some of the similar funds are SBI Long Term Advantage Fund Series IV Regular Plan Growth, JM Tax Gain Fund - Growth, HSBC Tax Saver Equity Fund Growth, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option, Samco ELSS Tax Saver Fund Regular Growth. Quantum ELSS Tax Saver Fund - Regular Plan Growth Option has a sharpe ratio of 0.89 & a standard deviation of 10.91%.