Quantum ELSS Tax Saver Fund Direct growth

Equity • ELSS (Tax Savings) • Direct growth

Credit Rating
Tax benefits
80C tax exemptions

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

ELSS (Tax Savings)

Direct growth

Launched On
23 Dec 2008
16.8 years ago
Lock-in Period
3 years
NAV
as of 24 Sep 2025
₹130.47
-0.5943% (-0.70)
AUM
₹220 Cr
Expense ratio
0.89%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

46.88%
Technology

Technology

16.77%
Consumer Cyclical

Consumer Cyclical

15.18%
Healthcare

Healthcare

6.11%
Basic Materials

Basic Materials

5.80%

Fund House

Quantum

Quantum

Inc: 13 Mar 2006 • Total AUM: ₹2,872 Cr • Rank #38
Quantum 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: 3.47 yrs • Total AUM: 8,181 Cr

Christy Mathai

Experience: 2.83 yrs • Total AUM: 8,181 Cr

Ketan Gujarathi

Experience: yrs • Total AUM: 1,100 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'.
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.