- Mutual Funds
- Quantum Mutual Fund
- Quantum ELSS Tax Saver Fund Regular Growth
Quantum ELSS Tax Saver Fund Regular Plan Growth
₹ 112.92
NAV (Mar 12)
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).
Scheme Information
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.
Expense Ratio | 1.99 % |
Launched 7Y ago | 2017-04-01 |
AUM in Crores | 200.4 |
ISIN | INF082J01366 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation | 12.5 |
Beta | 0.8 |
Sharpe Ratio | 0.8 |
Asset allocation and Holdings
Top Stock Holdings
Others
14.5%HDFC Bank Ltd.
7.44%ICICI Bank Ltd.
5.58%Infosys Ltd.
5.41%Crompton Greaves Consumer Electricals Ltd.
4.16%
Allocation by Sector
Financial
33.91%Technology
15.45%Automobile
7.22%Insurance
6.44%Healthcare
4.2%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 21,526 cr | ||
₹ 60,177 cr | ||
₹ 46,114 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |
Quantum ELSS Tax Saver Fund Regular Plan Growth Review
Quantum ELSS Tax Saver Fund Regular Plan Growth is a Tax Saving Equity fund and has delivered an annualised return of 16% over 7 years. The fund has grown over a period of 7 years. The fund is managed by Quantum Mutual Fund. The fund managers are Christy Mathai, George Thomas, Ketan Gujarathi.
Nav of Quantum ELSS Tax Saver Fund as of 3/12/2025 is ₹112.92 with the total AUM as of 3/13/2025 is ₹200.37. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum ELSS Tax Saver Fund was launched on 2017-04-01. The category risk of the fund is Very High.
The minimum SIP amount for Quantum ELSS Tax Saver Fund Regular Plan Growth is ₹500 and you can increase this in multiples of ₹500. 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.
Quantum ELSS Tax Saver Fund Regular Growth 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 BSE 500 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 5.36% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum ELSS Tax Saver Fund.