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.

371.9762

15.38%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 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 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 16.78
Sharpe Ratio 0.96
Alpha -1.22
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 -8.44 20.41 21.18 31.85 20.21
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.12 26.34 23.38 23.58 13.45
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 10.0 21.78 21.74 24.55 -
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 9.18 25.51 - - -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 6.94 25.6 25.61 26.52 13.59
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 6.65 30.48 29.92 26.77 16.6
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 6.26 19.66 19.08 22.11 13.2
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 5.43 20.59 19.63 23.0 -
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 5.42 20.64 21.35 20.81 12.97
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 5.31 24.89 23.39 24.97 15.72

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

6.63%

Others

6.36%

Large Cap

78.78%

Mid Cap

8.2%

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