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 (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 11,415.48 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil. However, the scheme has lock-in period of 3 years. |
365.3208
-4.22 (-1.1545%)
15.13%
Benchmark: 12.43%
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. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.27 |
| Sharpe Ratio | 0.58 |
| Alpha | -2.72 |
| Beta | 1.15 |
| 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 | -8.97 | 15.31 | 14.39 | 25.58 | 20.62 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 4.25 | 22.55 | 21.97 | 25.21 | 14.09 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 3.13 | 17.43 | 17.49 | 20.26 | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 2.84 | 20.76 | 19.26 | 21.01 | 13.33 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 2.12 | 20.43 | - | - | - |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 1.95 | 17.05 | 17.29 | 20.28 | - |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 1.44 | 17.5 | 16.66 | 20.94 | 13.37 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 1.16 | 12.71 | 13.31 | 19.33 | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 0.93 | 14.65 | 14.74 | 19.92 | 13.93 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 0.46 | 16.06 | 14.72 | 13.48 | 10.99 |
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
6.52%
Others
1.92%
Large Cap
84.98%
Mid Cap
6.6%
