Quantum ELSS Tax Saver Fund Regular - Growth

Quantum ELSS Tax Saver Fund Regular - Growth: Mutual Fund Overview

Quantum ELSS Tax Saver Fund Regular - Growth is an ELSS mutual fund with over 8.94 years of performance history. The scheme manages an AUM of ₹217.51 Cr and has a NAV of ₹116.38. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 2.66%.

Equity, ELSS, Principal at very high risk

1 Year Return 2.66% at 12 Mar 2026 08:50 PM

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Fund Details

NAV 116.38

Sub-Type ELSS

Rating 4

Min. SIP Amount ₹500.0

Fund Age(Year) 8.94

Fund Size(in Crores) 217.51

Fund Performance

1 Month -7.49%

3 Month -7.33%

6 Month -6.62%

1 Year 2.66%

3 Year 14.51%

5 Year 11.7%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (92.78%) Market Cap Mid Cap 14.86 Small Cap 21.51 Large Cap 56.41 Top Sectors Financial 34.78 Technology 14.45 Insurance 8.84 Automobile 6.31 Services 5.36 Healthcare 4.93 Energy 4.34 Consumer Discretionary 3.44 Communication 2.98 Materials 2.93 Capital Goods 2.76 Construction 0.85 Metals & Mining 0.81 Top Holding Indusind Bank 2.24 Nuvoco Vistas Corporation 2.93 Cipla 2.7 Axis Bank 3.65 Godrej Properties 0.85 HDFC Bank 8.24 ICICI Bank 7.06 ICICI Prudential 4.02 Star Health and Allied Insurance Company 2.68 CMS Info Systems 2.27 GAIL (India) 2.52 Tata Consultancy 4.7 LIC Housing Fin. 2.47 Kotak Mahindra Bank 4.23 Exide Industries 2.76 Gujarat State Petronet 1.82 Aditya Birla AMC 3.14 Tech Mahindra 2.58 State Bank of India 3.75 ICICI Lombard Gen. Insurance 2.14 Hero Motocorp 3.38 Bharti Airtel 2.98 Mahindra & Mahindra 1.47 Tata Steel 0.81 Container Corporation Of India 3.09 Infosys 4.3 Wipro 2.87 Crompton Greaves Con. Electricals 3.44 Dr. Reddy's Laboratories 2.23 Bajaj Auto 1.46

Debt & Others (7.22%) Sector Allocation Repo 7.33 Net Payables -0.11 Debt Credit Ratings Debt Category Others 7.22

Comparison with same funds

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%

Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%

Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -6.5% Ret 1Y 9.56% Ret 3Y 14.29% Ret 5Y 13.96%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.09%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Christy Mathai

Education Mr. Mathai has done Bachelor of Engineering, PGDM - Finance and CFA Charterholder

Experience Prior to joining Quantum Mutual Fund he was associated with Safe Enterprise (GE Shipping Family Office), Quantum Advisors Pvt. Ltd. and Tata Consultancy Services.

Ketan Gujarathi

Education B.E., MBA, CFA.

Experience Prior to joining Quantum Mutual Fund, he was working with Quantum Advisors Private Limited, The Alchemist Ark Private Limited, HDFC Bank Limited and CRISIL Limited.

George Thomas

Education Mr. Thomas is B.Tech and PGDBM(Finance)

Experience Prior to Joining Quantum Mutual Fund, he has worked with Robert Bosch Engineering and Wipro Technologies.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 27

Date of Incorporation 2017-04-01

Total AUM 3410.82

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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