Should I invest in Quantum ELSS Tax Saver Fund Growth Option?

We don't give personal investment advice. Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 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: 17.0%. 5-year CAGR: 10.16%.

Quantum

Quantum ELSS Tax Saver Fund - Regular Plan Growth Option

Latest NAV

₹115.4600

As of

3 Jun 2026

2,259 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	-1.01%	+0.26%	-1.27	39 / 39	Q4
1W	-1.74%	-1.20%	-0.55	18 / 39	Q2
2W	-0.30%	+0.29%	-0.59	28 / 39	Q3
1M	-1.23%	-0.80%	-0.43	20 / 39	Q3
3M	-2.69%	+1.50%	-4.19	28 / 39	Q3
6M	-8.36%	-1.37%	-6.98	33 / 39	Q4
YTD	-9.39%	-0.13%	-9.26	36 / 39	Q4
1Y	-6.08%	+7.59%	-13.67	36 / 39	Q4
2Y	+0.54%	+5.80%	-5.26	30 / 38	Q4
3Y	+11.94%	+13.52%	-1.58	24 / 38	Q3
4Y	+12.49%	+13.95%	-1.46	18 / 31	Q3
5Y	+10.16%	+14.19%	-4.02	23 / 27	Q4
7Y	+10.89%	+15.05%	-4.17	21 / 25	Q4
10Y	—	—	—	—	—
Inception	+10.04%	+12.52%	-2.49	31 / 39	Q4

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	-9.39%	-4.18%	-5.21	31 / 34
2025	+3.45%	+2.03%	+1.42	15 / 34
2024	+21.15%	+18.62%	+2.53	9 / 34
2023	+26.03%	+30.88%	-4.85	19 / 32
2022	+7.21%	+2.53%	+4.68	3 / 27
2021	+23.84%	+41.08%	-17.24	27 / 30
2020	+12.97%	+17.81%	-4.84	24 / 30
2019	-1.58%	+3.04%	-4.63	19 / 27
2018	+0.87%	-11.14%	+12.01	2 / 18
2017	—	—	—	—

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

+12.69%

100 windows

min -37.1% · max 79.0%

76% positive

3-Year rolling

+13.28%

76 windows

min -10.2% · max 26.7%

89% positive

5-Year rolling

+14.09%

52 windows

min 7.3% · max 24.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+12.71%

27 windows

min 10.3% · max 13.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

11.80%

3-year · annualised

Sharpe ratio

0.47

vs risk-free 6.5%

Sortino ratio

0.78

Downside-only deviation

Max drawdown

-17.03%

Sep 2024 → Mar 2026

% 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
SBI Long Term Advantage Fund - Series IV - Regular Plan - Growth	SBI	₹45.3372	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option	Motilal Oswal	₹53.7245	3 Jun 2026
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth	Mirae Asset	₹48.1190	3 Jun 2026
Parag Parikh ELSS Tax Saver Fund- Regular Growth	Parag Parikh	₹28.8835	3 Jun 2026
HSBC ELSS Tax saver Fund - Regular Growth	HSBC	₹134.2196	3 Jun 2026
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option	Baroda BNP Paribas	₹94.7276	3 Jun 2026
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option	PGIM India	₹32.4100	3 Jun 2026
Axis ELSS Tax Saver Fund - Regular Plan - Growth	Axis	₹91.0469	3 Jun 2026
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth	360 ONE	₹13.1353	3 Jun 2026
BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH	Bajaj Finserv	₹11.0910	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹115.4600
2 Jun 2026	₹116.6400
1 Jun 2026	₹115.8800
29 May 2026	₹116.5100
27 May 2026	₹117.5100
26 May 2026	₹117.2300
25 May 2026	₹117.8900
22 May 2026	₹116.4300
21 May 2026	₹116.0100
20 May 2026	₹115.8100

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 Quantum ELSS Tax Saver Fund - Regular Plan Growth Option is ₹115.4600. It's a ELSS from Quantum, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Quantum ELSS Tax Saver Fund - Regular Plan Growth Option has NAV history starting from 01 Apr 2017, a track record of about 9 years 2 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.

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

Over the trailing 1-year window, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option has delivered a absolute return of -6.08% — -13.67 pp behind the ELSS category average of 7.59%. The fund ranks #36 of 39 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option has delivered a CAGR of 11.94% — -1.58 pp behind the ELSS category average of 13.52%. The fund ranks #24 of 38 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option has delivered a CAGR of 10.16% — -4.02 pp behind the ELSS category average of 14.19%. The fund ranks #23 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Quantum ELSS Tax Saver Fund - Regular Plan Growth Option exactly 5 years ago would be worth approximately ₹162,254 today — a multiplier of 1.62×, based on the 5-year CAGR of 10.16%. The category average over the same window would have grown ₹1 lakh to ₹194,111.

A ₹10,000 monthly SIP in Quantum ELSS Tax Saver Fund - Regular Plan Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹740,367 today. That's an XIRR (money-weighted annualised return) of 8.34%.

Quantum ELSS Tax Saver Fund - Regular Plan Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,280,303 — XIRR 11.83%.

On a 5-year basis, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option ranks #23 out of 27 funds in the ELSS category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 14.19%; this fund delivered 10.16%.

The worst peak-to-trough decline Quantum ELSS Tax Saver Fund - Regular Plan Growth Option has experienced over the last 5-year window is 17.03% — its NAV fell from a high on 26 Sep 2024 to a low on 31 Mar 2026. 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, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option averaged 14.09% (best 24.19%, worst 7.29%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — weak risk-adjusted performance.

In calendar year 2025, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option returned 3.45% — beating the ELSS category average of 2.03% by 1.42 pp. It ranked #15 of 34 in its category that year.

Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 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. Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 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: 17.0%. 5-year CAGR: 10.16%.

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