Quantum ELSS Tax Saver Fund: Solid, Stable and works 30 hours a week for you

Investors seek stability, consistency and reliability in their financial journey. While life doesn’t always offer stability, your investments can - with the Quantum ELSS Tax Saver Fund. Designed to provide a strong foundation for your investments, this fund combines tax savings with long-term wealth creation.

You may Work 40+ Hours a Week-But Your ELSS Fund Needs 30 Hours in a Week to Deliver Stability

At Quantum, we believe in a disciplined, time-tested approach for investments. Quantum ELSS Tax Saver Fund follows a structured investment strategy that prioritizes long-term value over short-term market noise.

Here’s why it stands out:

• Stable and Value-Oriented: A disciplined value-style approach backed by robust risk management.
• Focus on Integrity: Prefers well-governed, fairly valued companies with strong fundamentals.
• Prudent Cash Holding: Holds cash during overvaluations to minimize volatility and preserve value.
• Outperformance: Aims to outperform benchmarks, offering both tax savings and a dependable path to long-term wealth creation.

In today’s market uncertainty, the Quantum ELSS Tax Saver Fund focuses on strong governance, reasonable valuations and measured risk management. It offers investors a well-balanced route to investments opportunities. The table below highlights the risk metrics of the Quantum ELSS Tax Saver Fund relative to its benchmark - underscoring the strength of its disciplined investment approach.

Data Compilation: Quantum; Data for 3-year period ending December 2024. Past Performance may or may not be sustained in the Future. This table is to be read with complete performance provided in the article below.

For the 3 years ending December 2024, the Quantum ELSS Tax Saver Fund’s standard deviation, which measures how much its performance varies from its average performance, is lower compared to the BSE 500 Total Return Index. The lower standard deviation means lower volatility. The fund’s Sharpe ratio which measures the excess return over the risk-free rate that the fund generates per unit of risk assumed is higher than the BSE 500 Total Return Index for the same period. Lower volatility is also indicated by a ratio called beta which indicates the fund's sensitivity to market movements. A beta less than 1 indicates the fund may not fluctuate as much as the market. Quantum ELSS Tax Saver Fund has a beta of 0.85.

As the 31^st March deadline approaches, the market environment is uncertain, Make a thoughtful investment choice by investing in a Dependable Fund that has potential to deliver across market cycles beating its benchmark along the way.

Mr. George Thomas is the Fund Manager effective from April 01, 2022 & Mr. Christy Mathai is the Fund Manager effective from November 23, 2022.

# BSE 500 TRI ## BSE 200 TRI ### BSE Sensex TRI. Past performance may or may not be sustained in the future.
Different Plans have a different expense structure.
Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
#with effect from February 01, 2020 benchmark has been changed from BSE Sensex TRI to BSE 200 TRI.
Click here for other schemes managed by George Thomas & Christy Mathai.

Name of the Scheme	This product is suitable for investors who are seeking*	Risk-o-meter of Scheme	Risk-o-meter of Tier I & II Benchmark
Quantum ELSS Tax Saver Fund An Open Ended Equity Linked Saving Scheme with a Statutory Lock in of 3 years and Tax Benefit. Tier I Benchmark : BSE 500 TRI | Tier II Benchmark : BSE 200 TRI	• Long term capital appreciation • Invests primarily in equity and equity related securities of companies in BSE 200 index and to save tax u/s 80 C of the Income Tax Act. Investments in this product are subject to lock in period of 3 years.

^*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Above article is authored by Quantum.

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