ELSS Tax Saverregulargrowth
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.46%
1 Month-11.43%
3 Months-14.45%
6 Months-11.58%
1 Year-7.88%
3 Years (CAGR)+12.50%
5 Years (CAGR)+10.26%
10 Years (CAGR)—
Since Inception (Apr 2017)+9.42%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-19.68%
3 Year SIP+0.40%
5 Year SIP+6.65%
Since Inception (Apr 2017)+10.06%
Fund Details
Fund HouseQuantum Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹218 Cr
Expense Ratio2.09%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date01 Apr 2017
AMFI Code141070
Risk Metrics
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Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 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
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option is a ELSS Tax Saver mutual fund offered by Quantum Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹218 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.09%.
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