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EquityELSSDirect · Growth

Quantum ELSS Tax Saver Fund - Direct Plan Growth Option

Quantum · Scheme 111549

125.46 0.90%NAV · 2026-09-18
50
Average FundScore
Start SIP
AUM
₹213 cr
Expense ratio
0.95%
3Y CAGR
11.8%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Atul Kumar, Sorbh GuptaExit load: Nil
Average · 50/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Positive 3Y windows: 96% of rolling 3Y windows positive
  • Return stability: rolling-return std 7.1%
  • Alpha vs benchmark: +3.4%

📉 What could drag it down

  • Down 3.6% over the last year — currently out of favour.
  • 3Y CAGR vs category: -1.6% vs category avg
  • 5Y CAGR vs category: -2.3% vs category avg

FundScore breakdown

50/100 · Average
How it works →
31
Returns
Weak
60
Consistency
Decent
47
Risk-adjusted
Average
51
Downside protection
Average
69
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.