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quant ELSS Tax Saver Fund - Growth Option - Direct Plan

Quant · ELSS
High
₹426.30
Current NAV
23 Oct 2026
0.1%
1Y Return
13.5%
3Y CAGR
12.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.86%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.66).
  • Very large asset base (AUM: ₹14,210 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.66
Sharpe Ratio
0.86
Beta
4.66
Alpha
0.83
Sortino
Fund Details
Fund House Quant
Category ELSS
AUM ₹14210 Cr
Expense Ratio 0.86%
Min SIP ₹500
Min Lumpsum ₹1000
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