Quantum Mutual Fund ELSS Tax Saver Fund - Regular Plan - ... historical performance and returns
Chaliye ab baat karte hain is fund ki historical performance ki. Quantum Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ne pichle 1 saal mein -2.88% return diya hai, jo ki thoda disappointing hai. Lekin 3 saalon mein is fund ne 16.38% return diya hai, aur 5 saalon mein 13.7% return diya hai.
Agar hum benchmark Nifty 500 TRI se compare karein, toh ye fund long-term mein consistent performance dikhata hai. Jab market volatility hoti hai, toh is fund ki performance thodi fluctuate hoti hai, par fund manager Atul Kumar ka experience is fund ki performance ko manage karne mein madad karta hai.
Investors ko ye samajhna chahiye ki long-term investing mein consistency aur patience ki zarurat hoti hai. Is fund ki past performance ko dekhte hue, iski stability kaafi achi hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Quantum Mutual Fund ELSS Tax Saver Fund - Regular Plan - ... top holdings and portfolio allocation
### Top Holdings
Is fund ki top 5 holdings mein kuch major companies hain, jo ki hai:
1. **ICICI Bank Ltd.** - 8.5%
2. **HDFC Bank Ltd.** - 7.2%
3. **Infosys Ltd.** - 5.8%
4. **Reliance Industries Ltd.** - 5.2%
5. **Axis Bank Ltd.** - 4.9%
### Sector Allocation
Quantum Mutual Fund ELSS Tax Saver Fund ki sector allocation bhi kaafi diversified hai. Financial Services, IT, aur Energy jaise sectors mein achi exposure hai. Ye strategy market ke fluctuations se bachne mein madad karti hai aur consistent growth provide karti hai.
Is fund ka focus long-term capital appreciation par hai, jo ki investors ko stable returns de sakta hai. Portfolio diversification bhi ek key aspect hai, kyunki ye different sectors mein invest karta hai, isliye risk bhi manage hota hai.
Quantum Mutual Fund ELSS Tax Saver Fund - Regular Plan - ... riskometer and downside risk
Is fund ka riskometer "Very High" hai, jo indicate karta hai ki ismein investment karne ka risk bhi kaafi zyada hai. Ye fund equity securities mein invest karta hai, jiska matlab hai ki market volatility directly iski performance par impact karegi.
Agar aap conservative ya moderate risk tak nahi ja sakte, toh ye fund aapke liye ideal nahi hoga. Lekin agar aap risk lene ke liye tayyar hain aur long-term gains ki talash mein hain, toh ye fund dekhne layak hai. Sharpe ratio data available nahi hai, par general market trends ke hisaab se, aapko is fund se expected return achhe mil sakte hain agar aap long-term investment karte hain.