Quant ELSS Tax Saver Fund - Growth Option - Regular Plan

(Erstwhile Escorts Tax Plan-Growth)
Fund House: Quant Mutual Fund
Category: Equity: ELSS
Launch Date: 01-04-2000
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.76% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9,360.89 Cr As on (30-04-2024)
Turn over: - | Exit Load: Nil

387.4441

16.34%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 9 Months
6 Years 0 Months
7 Years 3 Months
20 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.64
Sharpe Ratio 1.36
Alpha 7.41
Beta 1.06
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 64.07 35.06 27.79 32.46 24.76
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 60.55 40.05 27.48 22.45 16.44
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 58.89 36.88 24.79 26.08 18.38
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 58.55 39.77 25.42 21.47 -
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 57.67 36.48 18.57 - -
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 50.05 32.56 23.1 21.01 17.04
HDFC ELSS Tax saver - Growth Plan 05-03-1996 49.08 33.3 26.82 18.63 13.92
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 46.41 30.41 21.95 18.53 15.84
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 46.18 29.15 21.81 15.85 12.97
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 45.17 28.85 20.38 20.21 17.25

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.02%

Others

8.28%

Large Cap

67.53%

Mid Cap

15.18%

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