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  • Quant ELSS Tax Saver fund (RIDCW-A)

Formerly Quant Tax Plan IDCW-R

Quant Mutual Fund

Quant ELSS Tax Saver fund (RIDCW-A)

EquityTax Saving
Top Ranked

57.8493

NAV (Jun 12)

32.8%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Invest in this fund
Scripbox Recommended Tax Saving Fund
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 more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

54.5214

NAV (Jun 12)

Fund Returns

Last 1Y
59.9%
Last 3Y
26.4%
Last 5Y
33%
Last 10Y
24.4%
Since Inception
16.4%
6 Month CAGR
28.5%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate Capital Appreciation by investing predominantly in a well-diversified portfolio of Equity Shares with growth potential. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
1.75
Launched (24y ago)
Mar 08, 2000
AUM in Crores
9860.387
ISIN
INF966L01127
Lock-in
3
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
500
Standard Deviation (3yr)
15.9
Standard Deviation (5yr)
21.4
Beta (3yr)
1.02
Beta (5yr)
1
Sharpe Ratio (3yr)
1.234
Sharpe Ratio (5yr)
1.178
YTM
0
Fund Managers

Vasav Sahgal

Fund Manager

Ankit A. Pande

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quant ELSS Tax Saver fund (RIDCW-A)70%17,47,418 10,14,80632.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-12

Top Stock Holdings

reliance industries ltd

9.5%
9.5%

hdfc bank ltd

9.1%
9.1%

adani power ltd

8.9%
8.9%

jio financial services ltd

5.5%
5.5%

aurobindo pharma ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

28.1%
28.1%

basic materials

15.3%
15.3%

utilities

12.6%
12.6%

energy

10.6%
10.6%

consumer defensive

6.8%
6.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 84,048 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 43 equity,16 debt and 6 hybrid funds.amc-img
phone-img022-62955000
Fund NameScripbox Opinion
Till Date CAGR

20.3%

17.6%

24.3%

11.8%

33%

12.7%

5.6%

7.5%

27.6%

16.1%

Quant ELSS Tax Saver fund (RIDCW-A) Review

Quant ELSS Tax Saver fund (RIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 16% over a period of 24 years. The fund was previously known as Quant Tax Plan IDCW-R. The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Vasav Sahgal.

Nav of Quant ELSS Tax Saver fund (RIDCW-A) as of 6/12/2024 is ₹57.85 with the total AUM as of 6/13/2024 is ₹9860.387. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant ELSS Tax Saver fund (RIDCW-A) was launched on Mar 08, 2000. The category risk of the fund is Very High Risk.

The minimum SIP amount for Quant ELSS Tax Saver fund (RIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

Quant ELSS Tax Saver fund (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Quant ELSS Tax Saver fund (RIDCW-A) is rated as a 4 fund in Equity and delivered 59.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant ELSS Tax Saver fund (RIDCW-A).

Frequently Asked Questions

What is Quant ELSS Tax Saver fund (RIDCW-A)?

Quant ELSS Tax Saver fund (RIDCW-A) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Quant ELSS Tax Saver fund (RIDCW-A)?

You can invest in Quant ELSS Tax Saver fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Quant ELSS Tax Saver fund (RIDCW-A)?

The minimum sip amount for Quant ELSS Tax Saver fund (RIDCW-A) is ₹0. You can invest in multiples of ₹500.

Is Quant ELSS Tax Saver fund (RIDCW-A) good to invest in?

As per Scripbox experts, Quant ELSS Tax Saver fund (RIDCW-A) is a Top Ranked fund. You can investQuant ELSS Tax Saver fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Quant ELSS Tax Saver fund (RIDCW-A)?

The expense ratio of the Quant ELSS Tax Saver fund (RIDCW-A) is 1.75% for regular plan.