
| Duration | Percentage |
|---|---|
| 1 week | 0.02 |
| 1 month | 3.85 |
| 6 months | 37.95 |
| 9 months | 86.25 |
| 1 year | - |
| Essentials | |
|---|---|
| Fund category | Equity - ELSS |
| Scheme plan | Dividend |
| Scheme type | Open Ended |
| Launch date | December 10, 2008 |
| Fund manager | Mr. Atul Kumar |
| Fund info | |
|---|---|
| AMC | Quantum Asset Management Co. Pvt. Ltd. |
| Objective | The investment objective of the scheme is to achieve long term capital appreciation by investing primarily in shares of Indian companies that will typically be included in the BSE 200 & are in a position to benefit from the anticipated growth & development of the Indian economy & its markets. The fund may also invest up to a maximum of 20% in Debt and Money market instruments. Quantum Tax savings fund gives the investor twin benefit of tax savings & wealth creation through equity markets. |
| Asset (Rs crore) | 0.88 ( August 31, 2009) |
| Company | Percentage |
|---|---|
| HDFC | 6.02 |
| Container Corpor | 5.12 |
| ONGC | 5.0 |
| HDFC Bank | 4.51 |
| Tata Tea | 4.26 |
| Maruti Suzuki India | 4.15 |
| Tata Consultancy | 4.02 |
| SBI | 3.95 |
| Zee Entertainment En | 3.87 |
| Bharat Petroleum | 3.8 |
| Company | Percentage |
|---|---|
| Computers - Software | 10.0 |
| Finance - Banks - Private Sector | 8.0 |
| Oil Drilling And Exploration | 8.0 |
| Finance - Housing | 6.0 |
| Transport - Road | 5.0 |
| Pharmaceuticals | 5.0 |
| Auto - Cars & Jeeps | 4.0 |
| Electric Equipment - General | 4.0 |
| Refineries | 4.0 |
| Finance - Banks - Public Sector | 4.0 |