Should I invest in quant ELSS Tax Saver Fund?

We don't give personal investment advice. quant ELSS Tax Saver Fund - Growth Option - Direct Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.8%. 5-year CAGR: 17.08%.

Quant

quant ELSS Tax Saver Fund - Growth Option - Direct Plan

Latest NAV

₹443.2149

As of

3 Jun 2026

3,303 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.72%	+0.24%	-0.96	59 / 59	Q4
1W	-1.91%	-1.27%	-0.64	38 / 59	Q3
2W	+1.78%	+0.30%	+1.49	4 / 59	Q1
1M	+2.03%	-0.87%	+2.89	6 / 59	Q1
3M	+11.64%	+0.83%	+10.81	2 / 59	Q1
6M	+5.07%	-2.14%	+7.21	6 / 59	Q1
YTD	+3.71%	-1.56%	+5.27	8 / 59	Q1
1Y	+11.95%	+5.96%	+5.99	6 / 59	Q1
2Y	+0.28%	+5.58%	-5.30	52 / 58	Q4
3Y	+18.77%	+14.58%	+4.19	5 / 58	Q1
4Y	+17.43%	+14.85%	+2.58	12 / 51	Q1
5Y	+17.08%	+14.46%	+2.61	10 / 47	Q1
7Y	+24.08%	+15.51%	+8.57	1 / 45	Q1
10Y	+20.56%	+14.50%	+6.06	1 / 27	Q1
Inception	+19.83%	+14.13%	+5.70	1 / 59	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.71%	-4.44%	+8.15	3 / 53
2025	+7.43%	+3.70%	+3.73	15 / 53
2024	+9.91%	+20.13%	-10.22	51 / 53
2023	+31.41%	+30.82%	+0.59	21 / 51
2022	+14.18%	+3.78%	+10.41	2 / 47
2021	+62.17%	+39.32%	+22.85	7 / 50
2020	+49.84%	+18.42%	+31.42	1 / 50
2019	+3.84%	+6.48%	-2.65	34 / 47
2018	-3.29%	-7.38%	+4.09	15 / 37
2017	+35.62%	+38.27%	-2.64	21 / 31
2016	+13.04%	+5.54%	+7.49	3 / 27

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+25.31%

152 windows

min -26.4% · max 132.3%

83% positive

3-Year rolling

+23.32%

127 windows

min -4.7% · max 50.6%

98% positive

5-Year rolling

+23.35%

103 windows

min 3.1% · max 37.9%

100% positive

7-Year rolling

+22.57%

79 windows

min 11.6% · max 26.3%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.43%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.42

Downside-only deviation

Max drawdown

-25.84%

Sep 2024 → Mar 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ELSS

Scheme	Fund house	NAV	As of
HDFC ELSS Tax saver - Growth Option - Direct Plan	HDFC	₹1,421.3430	3 Jun 2026
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹140.6038	3 Jun 2026
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH	SBI	₹458.2222	3 Jun 2026
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth	ICICI Prudential	₹990.7700	3 Jun 2026
Invesco India ELSS Tax Saver Fund - Direct Plan - Growth	Invesco	₹138.0800	3 Jun 2026
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth	Bandhan	₹173.1540	3 Jun 2026
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹66.4800	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option	Motilal Oswal	₹62.1822	3 Jun 2026
Franklin India ELSS Tax Saver Fund - Direct - Growth	Franklin India	₹1,537.4743	3 Jun 2026
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth	Mirae Asset	₹54.9000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹443.2149
2 Jun 2026	₹446.4081
1 Jun 2026	₹444.5777
29 May 2026	₹449.9390
27 May 2026	₹451.8647
26 May 2026	₹448.5976
25 May 2026	₹444.9444
22 May 2026	₹437.3102
21 May 2026	₹437.4310
20 May 2026	₹435.4450

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of quant ELSS Tax Saver Fund - Growth Option - Direct Plan is ₹443.2149. It's a ELSS from Quant, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

quant ELSS Tax Saver Fund - Growth Option - Direct Plan has NAV history starting from 07 Jan 2013, a track record of about 13 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

quant ELSS Tax Saver Fund - Growth Option - Direct Plan is managed by Quant. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, quant ELSS Tax Saver Fund - Growth Option - Direct Plan has delivered a absolute return of 11.95% — +5.99 pp ahead of the ELSS category average of 5.96%. The fund ranks #6 of 59 in its category — the top (Q1) quartile.

Over the trailing 3-year window, quant ELSS Tax Saver Fund - Growth Option - Direct Plan has delivered a CAGR of 18.77% — +4.19 pp ahead of the ELSS category average of 14.58%. The fund ranks #5 of 58 in its category — the top (Q1) quartile.

Over the trailing 5-year window, quant ELSS Tax Saver Fund - Growth Option - Direct Plan has delivered a CAGR of 17.08% — +2.61 pp ahead of the ELSS category average of 14.46%. The fund ranks #10 of 47 in its category — the top (Q1) quartile.

₹1 lakh invested in quant ELSS Tax Saver Fund - Growth Option - Direct Plan exactly 10 years ago would be worth approximately ₹648,823 today — a multiplier of 6.49×, based on the 10-year CAGR of 20.56%. The category average over the same window would have grown ₹1 lakh to ₹387,469.

A ₹10,000 monthly SIP in quant ELSS Tax Saver Fund - Growth Option - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹864,755 today. That's an XIRR (money-weighted annualised return) of 14.59%.

A ₹10,000 monthly SIP for 10 years in quant ELSS Tax Saver Fund - Growth Option - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹3,744,545 (multiplier 3.12×). XIRR: 21.54%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, quant ELSS Tax Saver Fund - Growth Option - Direct Plan ranks #10 out of 47 funds in the ELSS category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 14.46%; this fund delivered 17.08%.

The worst peak-to-trough decline quant ELSS Tax Saver Fund - Growth Option - Direct Plan has experienced over the last 5-year window is 25.84% — its NAV fell from a high on 27 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, quant ELSS Tax Saver Fund - Growth Option - Direct Plan averaged 23.35% (best 37.94%, worst 3.09%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.63 — reasonable risk-adjusted performance.

In calendar year 2025, quant ELSS Tax Saver Fund - Growth Option - Direct Plan returned 7.43% — beating the ELSS category average of 3.70% by 3.73 pp. It ranked #15 of 53 in its category that year.

quant ELSS Tax Saver Fund - Growth Option - Direct Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. quant ELSS Tax Saver Fund - Growth Option - Direct Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.8%. 5-year CAGR: 17.08%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.