Quantum Tax Saving Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
S&P BSE TRI-Sensex
Scheme AUM (in Crs.)
₹ 55.80
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1241
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
52.92
(0.06 %)
NAV as on 2018-11-16
Returns
Fund
Quantum Tax Saving Fund - Direct Plan
1 Year
1.34%
3 Year
12.79%
5 Year
15.24%
AMC Details
amc launch date
Launch Date
02 Dec 2005
amc sponsor
Sponsor
NA
amc email
Email
CustomerCare@QuantumAMC.com
amc phone
Phone
022 - 61447800
amc address
Address
505, Regent Chambers, 5th Floor, 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 Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included un the BSE 200 Index, are available at attractive valuations and in a position to benefit from the anticipated growth and development of Indian economy. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.
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
6,023
Portfolio Value
23
Total Returns