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Quantum ELSS Tax Saver Fund Direct dividend payout
Equity • ELSS (Tax Savings) • Direct dividend payout
Tax benefits
80C tax exemptions
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ELSS (Tax Savings)
Direct dividend payout
Launched On
23 Dec 2008
17.3 years ago
Lock-in Period
3 years
NAV
as of 16 Apr 2026
₹124.01
+0.4862% (0.70)
AUM
₹221 Cr
Expense ratio
0.89%
Benchmark
BSE 500 India
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Technology
Consumer Cyclical
Industrials
Healthcare
Fund House
Quantum
Inc: 13 Mar 2006 • Total AUM: ₹3,215 Cr • Rank #39Quantum Mutual Fund, started in 2006, has Quantum Advisors Pvt Ltd as its sponsors. The fund house is headed by Jimmy Patel as the CEO. As of 31 March 2024, it has an AUM of ₹2,678 Cr. It functions under the holding company Fairfax Financial Holdings Ltd.
Fund Managers
George Thomas
Experience: 4.03 yrs • Total AUM: 8,173 Cr
Christy Mathai
Experience: 3.39 yrs • Total AUM: 8,173 Cr
Ketan Gujarathi
Experience: yrs • Total AUM: 1,105 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
DSP ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
19.90%
Expense ratio
0.74%
Returns vs category
Risk vs category
Mirae Asset ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.30%
Expense ratio
0.61%
Returns vs category
Risk vs category
Tata ELSS Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.00%
Expense ratio
0.74%
Returns vs category
Risk vs category
ICICI Prudential ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
16.48%
Expense ratio
1.09%
Returns vs category
Risk vs category
Canara Robeco ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
16.02%
Expense ratio
0.6%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.