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Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

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Category: Equity: ELSS
Launch Date: 05-04-2017
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 1.99% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 212.1 Cr As on (31-01-2025)
Turn over: 21.59
NAV as on 21-02-2025

116.87

-0.55 (-0.4706%)

CAGR Since Inception

11.93%

BSE 500 TRI 12.29%

PERFORMANCE of Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

Scheme Performance (%) Data as on - 21-02-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 9.83 16.63 17.72 - 11.93
Benchmark - - - - -
Equity: ELSS 4.66 13.77 16.23 12.09 13.88

Yearly Performance (%)

Nav Movement

Fund Managers

George Thomas, Christy Mathai

Investment Objective

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.

RETURNS CALCULATOR for Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 11.34 0.81 3.24 0.85 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 21-02-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 9.83 21.69 16.63 17.72 0.0
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 12.03 22.77 15.86 16.05 12.13
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 11.4 24.91 0.0 0.0 0.0
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 11.4 18.91 13.09 13.61 10.23
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 10.36 21.03 16.48 21.53 0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 10.32 23.73 16.64 19.0 14.46
HSBC Tax Saver Equity Fund - Growth 05-01-2007 10.2 23.04 14.6 15.87 11.58
HDFC ELSS Tax saver - Growth Plan 05-03-1996 9.44 24.97 20.92 19.97 11.84
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 9.22 27.28 19.3 17.59 15.33
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 9.07 30.0 22.86 22.19 13.15

PORTFOLIO ANALYSIS of Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

Asset Allocation (%)