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: 1.65% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 11,719.36 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil. However, the scheme has lock-in period of 3 years. |
354.2304
-4.76 (-1.345%)
15.07%
Benchmark: 12.42%
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
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 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 | 16.29 |
| Sharpe Ratio | 0.72 |
| Alpha | -0.97 |
| Beta | 1.11 |
| 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 | -12.58 | 16.04 | 14.58 | 25.2 | 20.37 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 4.13 | 22.11 | - | - | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 4.04 | 22.18 | 18.76 | 21.28 | 13.64 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 3.5 | 23.25 | 21.7 | 24.07 | 14.31 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 3.34 | 19.46 | 18.44 | 21.28 | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 1.37 | 16.22 | 15.08 | 19.87 | 14.5 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 1.24 | 18.37 | 16.24 | 20.16 | 13.69 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 1.02 | 13.36 | 13.4 | 19.06 | - |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 0.68 | 13.8 | 13.14 | 18.47 | 12.05 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | 0.6 | 17.29 | 12.17 | 15.01 | 12.33 |
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
6.62%
Others
2.93%
Large Cap
82.62%
Mid Cap
7.83%
