Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

• Alpha -3.05%
• Beta 0.93
• Sharpe Ratio0.48
• Std Deviation 13.11%
• 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 192.67 crores & has delivered CAGR of 13.07% 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 Medium & High respectively.

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

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, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option, Navi ELSS Tax Saver Nifty 50 Index Fund Regular Growth, Samco ELSS Tax Saver Fund Regular Growth. Quantum ELSS Tax Saver Fund - Regular Plan Growth Option has a sharpe ratio of 0.48 & a standard deviation of 13.11%.