Quant ELSS Tax Saver Fund - Growth Option - Direct Plan
(Erstwhile Escorts Tax Plan-Growth Option-Direct Plan)
Fund House: Quant Mutual Fund| Category: Equity: ELSS |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 0.51% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 11,900.92 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil. However, the scheme has lock-in period of 3 years. |
396.8361
-4.05 (-1.0197%)
20.17%
Benchmark: 12.45%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
0 Years 0 Months
1 Years 4 Months
1 Years 8 Months
7 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The primary investment objective of the Scheme is to generate capital appreciation by investing predominantly in a well diversified portfolio of Equity Shares with growth potential. This income may be complemented by possible dividend and other income.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.8 |
| Sharpe Ratio | 1.03 |
| Alpha | - |
| Beta | 1.1 |
| 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 - Direct Plan | 01-01-2013 | -8.83 | 17.26 | 17.26 | 29.27 | 20.75 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 11.12 | 22.75 | 18.95 | 22.02 | 12.7 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 9.84 | 21.87 | - | - | - |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 8.2 | 27.88 | 25.48 | 25.68 | 15.85 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 7.05 | 19.03 | 18.57 | 22.03 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 6.57 | 22.7 | 22.07 | 25.08 | 12.92 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 5.63 | 12.59 | 13.7 | 19.82 | - |
| BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 05-01-2006 | 5.14 | 19.71 | 17.48 | 18.52 | 11.45 |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 5.08 | 15.5 | 15.56 | 20.65 | 13.04 |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 4.98 | 21.73 | 19.65 | 21.02 | 12.65 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
6.88%
Others
2.14%
Large Cap
83.14%
Mid Cap
7.83%
