Should I invest in Quantum ELSS Tax Saver Fund IDCW?

We don't give personal investment advice. Quantum ELSS Tax Saver Fund - Regular Plan IDCW 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: 17.6%. 5-year CAGR: 10.01%.

Quantum

Quantum ELSS Tax Saver Fund - Regular Plan IDCW

Latest NAV

₹114.6800

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%	+0.08%	-1.09	54 / 54	Q4
1W	-1.75%	-1.32%	-0.43	31 / 54	Q3
2W	-0.30%	-0.04%	-0.26	24 / 54	Q2
1M	-1.23%	-1.07%	-0.16	18 / 54	Q2
3M	-2.68%	+0.01%	-2.69	41 / 54	Q4
6M	-8.36%	-3.68%	-4.68	44 / 54	Q4
YTD	-9.39%	-2.63%	-6.76	46 / 54	Q4
1Y	-6.71%	+2.41%	-9.12	47 / 54	Q4
2Y	+0.20%	+3.07%	-2.87	40 / 53	Q4
3Y	+11.68%	+9.94%	+1.75	21 / 53	Q2
4Y	+12.30%	+10.02%	+2.28	14 / 47	Q2
5Y	+10.01%	+10.19%	-0.17	17 / 43	Q2
7Y	+10.78%	+11.33%	-0.55	16 / 41	Q2
10Y	—	—	—	—	—
Inception	+9.95%	+9.79%	+0.16	23 / 54	Q2

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%	-5.69%	-3.69	41 / 49
2025	+2.75%	+1.23%	+1.52	10 / 49
2024	+21.15%	+14.62%	+6.52	7 / 49
2023	+26.03%	+22.73%	+3.29	15 / 47
2022	+7.21%	+0.57%	+6.65	3 / 43
2021	+23.84%	+33.70%	-9.86	39 / 46
2020	+12.97%	+14.03%	-1.07	24 / 46
2019	-1.58%	+5.87%	-7.46	36 / 44
2018	+0.87%	-7.23%	+8.10	18 / 35
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

+12.61%

100 windows

min -37.1% · max 79.0%

74% positive

3-Year rolling

+13.24%

76 windows

min -10.2% · max 26.7%

89% positive

5-Year rolling

+14.06%

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

+12.66%

27 windows

min 10.2% · 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

11.79%

3-year · annualised

Sharpe ratio

0.46

vs risk-free 6.5%

Sortino ratio

0.75

Downside-only deviation

Max drawdown

-17.59%

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 - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹38.4097	3 Jun 2026
Mirae Asset ELSS Tax Saver Fund - Regular Plan - IDCW	Mirae Asset	₹21.5970	3 Jun 2026
HSBC ELSS Tax saver Fund - Regular IDCW Payout	HSBC	₹25.8533	3 Jun 2026
BARODA BNP PARIBAS ELSS Tax Saver Fund- Regular - IDCW Option	Baroda BNP Paribas	₹20.8212	3 Jun 2026
PGIM India ELSS Tax Saver Fund - Regular Plan - Dividend Option	PGIM India	₹15.4900	3 Jun 2026
Axis ELSS Tax Saver Fund - Regular Plan - IDCW	Axis	₹22.2921	3 Jun 2026
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - IDCW Payout	360 ONE	₹13.1353	3 Jun 2026
BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - IDCW	Bajaj Finserv	₹11.0910	3 Jun 2026
BANK OF INDIA Mid Cap Tax Fund Series 1 Regular Plan IDCW	Bank of India	₹28.1500	3 Jun 2026
Bharti AXA Tax Advantage Fund-Regular Plan- Growth	Bharti AXA	₹159.1600	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹114.6800
2 Jun 2026	₹115.8500
1 Jun 2026	₹115.0900
29 May 2026	₹115.7300
27 May 2026	₹116.7200
26 May 2026	₹116.4400
25 May 2026	₹117.0900
22 May 2026	₹115.6400
21 May 2026	₹115.2300
20 May 2026	₹115.0200

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 IDCW is ₹114.6800. It's a ELSS from Quantum, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Quantum ELSS Tax Saver Fund - Regular Plan IDCW 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 IDCW 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 IDCW has delivered a absolute return of -6.71% — -9.12 pp behind the ELSS category average of 2.41%. The fund ranks #47 of 54 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Quantum ELSS Tax Saver Fund - Regular Plan IDCW has delivered a CAGR of 11.68% — +1.75 pp ahead of the ELSS category average of 9.94%. The fund ranks #21 of 53 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Quantum ELSS Tax Saver Fund - Regular Plan IDCW has delivered a CAGR of 10.01% — -0.17 pp behind the ELSS category average of 10.19%. The fund ranks #17 of 43 in its category — the second (Q2) quartile.

₹1 lakh invested in Quantum ELSS Tax Saver Fund - Regular Plan IDCW exactly 5 years ago would be worth approximately ₹161,158 today — a multiplier of 1.61×, based on the 5-year CAGR of 10.01%. The category average over the same window would have grown ₹1 lakh to ₹162,436.

A ₹10,000 monthly SIP in Quantum ELSS Tax Saver Fund - Regular Plan IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹736,062 today. That's an XIRR (money-weighted annualised return) of 8.10%.

Quantum ELSS Tax Saver Fund - Regular Plan IDCW doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,272,341 — XIRR 11.65%.

On a 5-year basis, Quantum ELSS Tax Saver Fund - Regular Plan IDCW ranks #17 out of 43 funds in the ELSS category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.19%; this fund delivered 10.01%.

The worst peak-to-trough decline Quantum ELSS Tax Saver Fund - Regular Plan IDCW has experienced over the last 5-year window is 17.59% — 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 IDCW averaged 14.06% (best 24.19%, worst 7.29%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, Quantum ELSS Tax Saver Fund - Regular Plan IDCW returned 2.75% — beating the ELSS category average of 1.23% by 1.52 pp. It ranked #10 of 49 in its category that year.

Quantum ELSS Tax Saver Fund - Regular Plan IDCW 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 IDCW 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: 17.6%. 5-year CAGR: 10.01%.

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