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: 1.64% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 11,379.58 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil. However, the scheme has lock-in period of 3 years. |
370.8953
1.02 (0.2751%)
15.37%
Benchmark: 12.6%
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 | 17.25 |
| Sharpe Ratio | 0.71 |
| Alpha | -1.41 |
| 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 - Regular Plan | 01-04-2000 | -8.22 | 20.38 | 21.78 | 31.93 | 20.29 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 11.2 | 26.5 | 24.37 | 24.09 | 13.58 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 9.82 | 21.87 | 22.45 | 25.15 | - |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 9.8 | 25.76 | - | - | - |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 7.92 | 30.86 | 31.24 | 27.19 | 16.78 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 7.05 | 25.84 | 26.43 | 26.74 | 13.67 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 7.0 | 19.86 | 20.13 | 22.43 | 13.33 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 5.99 | 20.63 | 20.65 | 23.51 | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 5.71 | 25.27 | 24.41 | 25.42 | 15.85 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | 5.58 | 16.59 | 17.93 | 17.32 | 12.12 |
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
6.63%
Others
6.36%
Large Cap
78.78%
Mid Cap
8.2%
