1 Year Return
as 20th Feb 2020
Min. SIP Amount
Profit (absolute return)
Min Lumpsum Amount
0% if redeemed within 12 months.
|Fund Managers||Atul Kumar, Sorbh Gupta|
|Legal Structure||Open Ended Investment Company|
|Risk Level||Moderately High risk|
|Housing Development Finance Corp Ltd||9.86%|
|Bajaj Auto Ltd||6.81%|
|State Bank of India||5.08%|
It is a tax-saver scheme from Quantum Mutual Fund which was launched on 23rd Dec 2008. Currently, the fund is managed by Atul Kumar, and Sorbh Gupta. Also, the minimum SIP amount in this fund scheme is INR 500.
The objective of this scheme is to seek capital-appreciation through a diversified portfolio that comprises of stocks primarily of companies that will be included under the BSE 200 index.
Easily optimize under section 80C.
It has a low-portfolio turnover.
Has amongst the lowest expense ratio in its category.
Holds cash whenever stocks are overvalued – no hedging and no derivatives.
Minimize the risk by pursuing bottom-up selection of stock.
Quantum Mutual Fund is direct to investor mutual fund in India. It offers easy to understand and simple products. Setting up with a mutual fund for investing in India was an idea of Dayal (the founder of Quantum). Over all the years, has built a team to adopt a driven-investment thesis. They have launched five funds to cater various categories.