Quantum ELSS Tax Saver Fund
Get the latest NAV of Quantum ELSS Tax Saver Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹119.56
1D
NAV as on 13 Mar 2026
15.5%/per year
Since Inception
▲▼
319 people have invested ₹ 9.4L in Quantum ELSS Tax Saver Fund in the last three months
Quantum ELSS Tax Saver Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)
The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.
Quantum ELSS Tax Saver Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 14 out of 23 mutual funds in the elss (tax savings) category as per INDmoney.
Quantum ELSS Tax Saver Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quantum ELSS Tax Saver Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Quantum ELSS Tax Saver Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Tech & Consumer Cyclical
Financial Services
47%
Tech
16%
Consumer Cyclical
13%
Financial Services
45%
Tech
19%
Consumer Cyclical
12%
Quantum ELSS Tax Saver Fund Holdings Details
as on (28-Feb-26)
Quantum ELSS Tax Saver Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.89% |
Benchmark | BSE 500 India TR INR |
| AUM | ₹218 Cr |
| Inception Date | 23 December, 2008 |
| Min Lumpsum/SIP | ₹500/₹500 |
| Exit Load | 0% |
| Lock In | 3 Years |
TurnOver | 15.65% |
| Risk | Very High Risk |
About Quantum ELSS Tax Saver Fund
Quantum ELSS Tax Saver Fund is an equity fund. This fund was started on 23 December, 2008. The fund is managed by Christy Mathai, Ketan Gujarathi, George Thomas. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quantum ELSS Tax Saver Fund has ₹218 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Quantum ELSS Tax Saver Fund has given a CAGR return of 15.50% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.96%, 15.17% and 12.16% respectively.
Holdings
Quantum ELSS Tax Saver Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Industrial, Health, Utilities, Basic Materials, Communication, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Tata Consultancy Services Ltd, Infosys Ltd, Kotak Mahindra Bank Ltd
Taxation
As it is a elss (tax savings) mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Quantum ELSS Tax Saver Fund
To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. There is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. There is a lock in period for Quantum ELSS Tax Saver Fund of 3 Years
Fund Manager
Christy Mathai
Fund Manager of Quantum ELSS Tax Saver Fund, since 23 November 2022
Ketan Gujarathi
Fund Manager of Quantum ELSS Tax Saver Fund, since 1 February 2025
George Thomas
Fund Manager of Quantum ELSS Tax Saver Fund, since 1 April 2022
- AUM of the fund stands at 217.5 Cr as of Feb'26
- AUM decreased by 3.5 Cr between Feb'26 and Jan'26
Compare Quantum ELSS Tax Saver Fund
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Frequently Asked Questions for Quantum ELSS Tax Saver Fund
How do I invest in Quantum ELSS Tax Saver Fund?
- Download the INDmoney app.
- Search for ‘Quantum ELSS Tax Saver Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.