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ELSS Tax Saverregulargrowth📊 NIFTY 500 TRI(SEBI default)

quant ELSS Tax Saver Fund - Growth Option - Regular Plan

quant Mutual Fund

#1 of 39 (1Y)

₹398.6814

1.73 (-0.43%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹398.6814

1.73 (-0.43%)

29 May 2026

AMFI: 100175

Direct · Growth

₹₹449.9390

1.93 (-0.43%)

29 May 2026

AMFI: 120847

Regular · IDCW

₹₹55.3615

0.24 (-0.43%)

29 May 2026

AMFI: 100174

Direct · IDCW

₹₹59.9790

0.26 (-0.43%)

29 May 2026

AMFI: 120846

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.70%
1 Month+1.01%
3 Months+4.67%
6 Months+2.53%
1 Year+10.07%
3 Years (CAGR)+17.85%
5 Years (CAGR)+16.01%
10 Years (CAGR)+19.42%
Since Inception (Feb 2004)+14.18%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+12.27%
3 Year SIP+9.49%
5 Year SIP+13.23%
Since Inception (Feb 2004)+15.16%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,33,500

Invested

₹9,71,296

Value today

15.4%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹19,724

Value today

14.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹13,35,000

Withdrawn

₹1,00,11,345

Corpus left

+₹1,03,46,345 net gain — withdrew ₹13,35,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,23,77,773

Value today

+4.6%

vs lumpsum

STP beat direct lumpsum by 4.6% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹9,71,296

Benchmark

₹7,27,092

+₹2,44,204 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹6,41,185

Value today

6.4×

Multiple

Staying invested through that crash turned ₹1L into ₹6,41,185 — a 6.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,93,894

Regular plan

₹1,77,799

Direct earns ₹16,095 more on a ₹60K investment2.68% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund Housequant Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹11,868 Cr
Expense Ratio1.69%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date12 Feb 2004
AMFI Code100175

Risk Metrics

Trailing 1 year, annualised

-0.09

Sharpe Ratio

+0.02

Alpha

0.49

Beta

-0.08

Sortino

17.06%

Std Dev

-17.81%

Max Drawdown

Portfolio Holdings

Top 30 holdings · as of Apr 2026

Equity29 holdings · 94.1%
Security% NAV

Reliance Industries Limited

INE002A01018

9.96%

Adani Power Limited

INE814H01029

9.28%

ICICI Bank Limited

INE090A01021

8.98%

Larsen & Toubro Limited

INE018A01030

7.55%

Aurobindo Pharma Limited

INE406A01037

7.46%

Samvardhana Motherson International Ltd

INE775A01035

7.29%

Tata Power Company Limited

INE245A01021

5.24%

Adani Green Energy Limited

INE364U01010

4.53%

Life Insurance Corporation Of India

INE0J1Y01017

4.38%

HDFC Life Insurance Co Ltd

INE795G01014

3.79%

Grasim Industries Ltd

INE047A01021

3.35%

Kotak Mahindra Bank Limited

INE237A01036

2.87%

Adani Enterprises Limited

INE423A01024

2.48%

DLF Limited

INE271C01023

2.21%

ICICI Prudential AMC Ltd

INE346A01027

2.15%

Capri Global Capital Limited

INE180C01042

1.88%

Dixon Technologies (India) Ltd.

INE935N01020

1.88%

Bharti Airtel Limited

INE397D01024

1.83%

Bharat Heavy Electricals Ltd

INE257A01026

1.48%

Himadri Speciality Chemical Limited

INE019C01026

1.15%

Swan Defence and Heavy Industries Ltd

INE542F01020

0.97%

Lloyds Metals And Energy Limited

INE281B01032

0.93%

Ventive Hospitality Limited

INE781S01027

0.69%

LG Electronics India Limited

INE324D01010

0.67%

Afcons Infrastructure Limited

INE101I01011

0.33%

Krystal Integrated Services Limited

INE0QN801017

0.25%

Juniper Hotels Limited

INE696F01016

0.22%

Embassy Developments Limited

INE069I01010

0.19%

Welspun Living Limited

INE192B01031

0.15%
Other1 holding · -0.1%
Security% NAV

NCA-NET CURRENT ASSETS

-0.13%

Performance Comparison

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Investment Objective

quant ELSS Tax Saver Fund - Growth Option - Regular Plan is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.

About This Fund

quant ELSS Tax Saver Fund - Growth Option - Regular Plan is a ELSS Tax Saver mutual fund offered by quant Mutual Fund. The fund has been operational for over 22 years. It manages assets worth ₹11,868 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.69%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Salaried individuals and taxpayers seeking to save tax under Section 80C
  • SIP investors who can benefit from rupee cost averaging during market fluctuations