Home Funds Quantum ELSS Tax Saver Fund - Direct Plan Growth O

Quantum ELSS Tax Saver Fund - Direct Plan Growth Option

Quantum · ELSS
High
₹124.63
Current NAV
25 Jun 2026
21.1%
1Y Return
20.1%
3Y CAGR
11.1%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.61%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.61).
  • Very large asset base (AUM: ₹21,160 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

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
1.61
Sharpe Ratio
0.91
Beta
-0.89
Alpha
2.11
Sortino
Fund Details
Fund House Quantum
Category ELSS
AUM ₹21160 Cr
Expense Ratio 0.61%
Min SIP ₹500
Min Lumpsum ₹1000
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