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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 (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 212.84 Cr As on (31-12-2024)
Turn over: 21.59
NAV as on 13-01-2025

118.16

-1.8 (-1.5234%)

CAGR Since Inception

12.26%

BSE 500 TRI 12.5%

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

Scheme Performance (%) Data as on - 13-01-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 15.5 15.05 17.15 - 12.26
Benchmark - - - - -
Equity: ELSS 11.42 12.34 17.38 12.99 15.1

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 0.88 3.5 0.85 - -
Equity: ELSS - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 13-01-2025
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 15.5 21.86 15.05 17.15 0.0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 26.87 35.22 20.67 21.14 0.0
HSBC Tax Saver Equity Fund - Growth 05-01-2007 21.38 25.47 13.91 17.98 12.78
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 20.21 26.03 13.77 17.2 13.07
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 19.28 30.7 20.63 22.71 14.27
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 18.91 26.68 0.0 0.0 0.0
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 18.52 22.68 12.52 15.19 11.29
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 17.97 26.52 14.97 19.7 15.09
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 16.45 25.3 11.2 17.4 13.68
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 16.29 23.5 14.92 19.59 15.17

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

Asset Allocation (%)