Widely used:
Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹128.0600 -1.07%
As on 20-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Quantum ELSS Tax Saver Fund - Direct Plan
|
|
|
Very High
|
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0.89 |
|
 |
|
Very High
|
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0.94 |
||
|
|
Very High
|
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0.74 |
||
|
|
Very High
|
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1.06 |
||
|
|
Very High
|
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0.52 |
₹216 Cr
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500
500
500
12
Investment Strategy
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
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. In addition, there is a tax benefit. Under Section 80C of the Indian income tax laws, investments of up to Rs 1.5 lakh in a financial year in eligible securities such as this fund are exempt from tax.
But be prepared for ups and downs in your investment value along the way. Also note that you cannot withdraw your money from this fund before completing three years from the date of investment.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other ELSS, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Quantum ELSS Tax Saver Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Quantum ELSS Tax Saver Fund - Direct Plan can be bought from the Quantum Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Quantum ELSS Tax Saver Fund - Direct Plan, is ₹128.0600 as of 21-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
9.01
|
|
|
7.37
|
|
|
4.46
|
|
|
4.45
|
|
|
4.01
|
Over the past five years, Quantum ELSS Tax Saver Fund - Direct Plan has delivered an annualised return of 26.35% as of 21-May-2025.
The minimum investment required to start investing in Quantum ELSS Tax Saver Fund - Direct Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
