logo
logo
Quantum ELSS Tax Saver Fund - Growth

Quantum ELSS Tax Saver Fund - Growth

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation11.0%
Sharpe Ratio0.02
Beta0.71

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Utilities5.35%
Consumers14.14%
Financial Services48.68%
Services9.16%
Capital Goods5.52%
Technology17.15%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Treps ^Utilities11.90%
HDFC Bank LtdFinancial Services8.97%
ICICI Bank LtdFinancial Services7.14%
Infosys LtdTechnology4.54%
Tata Consultancy Services LtdTechnology4.27%
State Bank of IndiaFinancial Services3.99%
Kotak Mahindra Bank LtdFinancial Services3.76%
Bharti Airtel LtdServices3.59%
Wipro LtdTechnology3.39%
ICICI Prudential Life Insurance Co LtdFinancial Services3.35%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)0.89%

iconRegulatory & Tax Information

INF082J01069
verified
ISIN
DailyDealing Frequency
BSE 200 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
Let's Chat