Quant Mutual Fund

Quant ELSS Tax Saver Fund Direct Plan Growth

₹ 372.45

NAV (Apr 15)

35.316%
5 Year CAGR
Scripbox Opinion
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Neutral
Click here for top ranked funds in tax saving mutual funds.

Tax Saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Scripbox Recommended Tax Saving Fund
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Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn morecheveron-blue

Scheme Information

Investment Objective

The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.

Expense Ratio
0.5 %
Launched
-
AUM in Crores
10404.8
ISIN
INF966L01986
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
17.8
Beta
1.1
Sharpe Ratio
0.5
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Adani Power Ltd.

9.35%
9.348%

Reliance Industries Ltd.

9.32%
9.317%

HDFC Bank Ltd.

8.92%
8.917%

Samvardhana Motherson International Ltd.

8.9%
8.905%

JIO Financial Services Ltd.

7.74%
7.737%
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Allocation by Sector

Energy

28.95%
28.953572%

Healthcare

10.6%
10.598423%

Consumer Staples

9.74%
9.739862%

Financial

8.6%
8.59899%

Insurance

7.95%
7.945374%
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Frequently Asked Questions

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