quantum-elss-tax-saver-fund-direct-g

Quantum ELSS Tax Saver Fund - Direct (G)

  1. Equity
  2. Tax Saving Funds
  • NAV as on Jul 04, 2025 ₹132.21
  • Total Returns 16.93% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
quantum-elss-tax-saver-fund-direct-g

Overview of Quantum ELSS Tax Saver Fund - Direct (G)

  • Fund House
    Quantum ELSS Tax Saver Fund
  • Fund Size
    ₹221 Cr
  • Expense Ratio
    0.89%
  • Benchmark
    BSE 500 TRI
  • Risk Level
    Very High
  • Inception Date
    Dec 31, 2008
  • Lock-in period
    3
  • Exit Load
    Nil
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹500
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Quantum ELSS Tax Saver Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Quantum ELSS Tax Saver Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 2.6%
  • 10.21%
  • 3.15%
  • 5.08%
  • 22.68%
  • 23.82%

Category Average

  • 3.51%
  • 14.36%
  • 1.93%
  • 3.14%
  • 22.84%
  • 25.22%

Fund Asset Allocation

Top holdings

Top Sectors

  • Banks
    29.19%
  • IT-Software
    15.44%
  • Debt
    9.72%
  • Automobiles
    7.99%
  • Insurance
    6.97%
  • Gas
    4.64%

More about Quantum ELSS Tax Saver Fund - Direct (G)

Quantum ELSS Tax Saver Fund - Direct (G) is a mutual fund under the Tax Saving Funds category, managed by Quantum Mutual Fund. It was launched on 19 Sep 2005, and has been active for over 20 years. As of 30 Jun 2025 the fund manages assets worth ₹221 Crores. The expense ratio is 0.89%.

This fund generated returns of 5.08% in the last 1 year. Since its inception, it has provided an average annual return of 16.93%.

The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Debt, Automobiles and Insurance.

The top five holdings in this fund include prominent companies such as TREPS, HDFC Bank, ICICI Bank, Infosys and TCS.

Fund Managers

  • Ketan Gujarathi
  • Christy Mathai
  • George Thomas

Investment Objective

To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.

quantum-elss-tax-saver-fund-direct-g

Frequently Asked Questions about Quantum ELSS Tax Saver Fund - Direct (G)

  1. Are {{fund_type}} risky?

    ELSS funds carry moderate to high risk due to their equity exposure, though they also offer tax benefits.

  2. Should I invest in {{fund_type}} ?

    Yes, if you want tax savings and are willing to invest in equities with a three-year lock-in period.

  3. How long should I stay invested in {{fund_type}} ?

    The minimum is three years, but staying invested longer can help maximize returns.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    No, ELSS funds have a mandatory lock-in period of three years.

  5. What are the expenses involved in {{fund_type}} ?

    Expense ratios for ELSS funds can vary from 1% to 2%, which is typical for actively managed funds.

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