Quantum Tax Saving Direct

Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE TRI-Sensex
Scheme AUM (in Crs.)
₹ 72.01
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1287
Min Subscription
₹ -1
Min Addition Subscription
₹ -1
Performance
Comparison
Portfolio
Details
Analysis
53.32
(1.33 %)
NAV as on 2019-01-15
Returns
Fund
Quantum Tax Saving Direct
1 Year
-1.95%
3 Year
13.05%
5 Year
14.95%
AMC Details
amc launch date
Launch Date
02 Dec 2005
amc sponsor
Sponsor
NA
amc email
Email
info@quantumamc.com
amc phone
Phone
022 - 61447800
amc address
Address
505, 5th Floor, Regent Chambers,Nariman Point,, Mumbai - 400021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
No Exit load, if redeemed after 0 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
Suitability
This product is suitable for investors who are seeking
• Long term capital appreciation
• Investments in equity and equity related securities of companies in S&P BSE 200 index and to save tax u/s 80 C of the Income Tax Act. Investments in this product are subject to lock in period of 3 years.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,966
Portfolio Value
-34
Total Returns