Should I invest in Quantum Tax Saving Fund?

We don't give personal investment advice. Quantum Tax Saving Fund - Growth 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: 15.7%. 5-year CAGR: 10.66%.

Quantum

Quantum Tax Saving Fund - Growth

Latest NAV

₹120.9800

As of

10 Jun 2026

4,293 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	-0.34%	-1.86%	+1.52	73 / 90	Q4
1W	-1.08%	-3.45%	+2.37	75 / 87	Q4
2W	-2.78%	-4.75%	+1.97	70 / 87	Q4
1M	-2.57%	-5.79%	+3.22	63 / 87	Q3
3M	-1.59%	-4.65%	+3.06	48 / 87	Q3
6M	-8.08%	-3.61%	-4.47	70 / 89	Q4
YTD	-9.90%	-5.38%	-4.53	71 / 89	Q4
1Y	-7.82%	+0.15%	-7.97	61 / 87	Q3
2Y	+0.30%	-0.30%	+0.60	47 / 86	Q3
3Y	+12.84%	+5.90%	+6.94	31 / 81	Q2
4Y	+13.62%	+8.17%	+5.45	26 / 78	Q2
5Y	+10.66%	+6.75%	+3.91	39 / 77	Q3
7Y	+11.80%	+8.81%	+3.00	29 / 75	Q2
10Y	+11.59%	+8.08%	+3.51	26 / 69	Q2
Inception	+15.37%	+5.84%	+9.53	8 / 91	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	-9.90%	-7.47%	-2.44	36 / 47
2025	+4.65%	+1.54%	+3.11	16 / 47
2024	+22.48%	+18.17%	+4.31	13 / 47
2023	+26.99%	+23.46%	+3.53	18 / 49
2022	+7.73%	+0.75%	+6.98	6 / 52
2021	+24.42%	+28.91%	-4.48	38 / 54
2020	+13.54%	+11.40%	+2.14	26 / 56
2019	-1.12%	+2.03%	-3.15	46 / 59
2018	+1.04%	-9.68%	+10.71	4 / 61
2017	+21.69%	+29.95%	-8.26	53 / 65
2016	+12.35%	-0.31%	+12.66	4 / 70

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

+16.80%

201 windows

min -29.7% · max 103.2%

81% positive

3-Year rolling

+14.15%

177 windows

min -6.3% · max 33.3%

96% positive

5-Year rolling

+13.85%

152 windows

min 0.2% · max 27.4%

100% positive

7-Year rolling

+12.90%

128 windows

min 7.1% · max 21.8%

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

11.49%

3-year · annualised

Sharpe ratio

0.56

vs risk-free 6.5%

Sortino ratio

1.04

Downside-only deviation

Max drawdown

-15.66%

Jan 2026 → Mar 2026

% positive months

66.7%

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 TaxSaver-Dividend Plan	HDFC	₹63.4950	10 Jun 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹19.8315	10 Jun 2026
SBI MAGNUM TAXGAIN SCHEME 1993 - DIVIDEND	SBI	₹84.7997	10 Jun 2026
ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option	ICICI Prudential	₹27.2000	10 Jun 2026
Quantum Tax Saving Fund - Dividend	Quantum	₹120.2000	10 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹29.4537	10 Jun 2026
Franklin India Taxshield-Dividend	Franklin Templeton	₹57.5323	10 Jun 2026
Kotak Tax Saver-Scheme-Dividend	Kotak Mahindra	₹41.0930	10 Jun 2026
EDELWEISS ELSS FUND - Dividend Option	Edelweiss	₹29.0400	10 Jun 2026
DSP BlackRock Tax Saver Fund - Dividend	DSP BlackRock	₹21.2240	10 Jun 2026

Recent NAVs

Date	NAV
10 Jun 2026	₹120.9800
9 Jun 2026	₹121.3900
8 Jun 2026	₹120.6600
5 Jun 2026	₹122.2600
4 Jun 2026	₹122.4700
3 Jun 2026	₹122.3000
2 Jun 2026	₹123.5400
1 Jun 2026	₹122.7300
29 May 2026	₹123.3900
27 May 2026	₹124.4400

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 10 Jun 2026, the NAV of Quantum Tax Saving Fund - Growth is ₹120.9800. It's a ELSS from Quantum, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Quantum Tax Saving Fund - Growth has NAV history starting from 31 Dec 2008, a track record of about 17 years 5 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Quantum Tax Saving Fund - Growth 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 Tax Saving Fund - Growth has delivered a absolute return of -7.82% — -7.97 pp behind the ELSS category average of 0.15%. The fund ranks #61 of 87 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Quantum Tax Saving Fund - Growth has delivered a CAGR of 12.84% — +6.94 pp ahead of the ELSS category average of 5.90%. The fund ranks #31 of 81 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Quantum Tax Saving Fund - Growth has delivered a CAGR of 10.66% — +3.91 pp ahead of the ELSS category average of 6.75%. The fund ranks #39 of 77 in its category — the third (Q3) quartile.

₹1 lakh invested in Quantum Tax Saving Fund - Growth exactly 10 years ago would be worth approximately ₹299,529 today — a multiplier of 3.00×, based on the 10-year CAGR of 11.59%. The category average over the same window would have grown ₹1 lakh to ₹217,539.

A ₹10,000 monthly SIP in Quantum Tax Saving Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹751,623 today. That's an XIRR (money-weighted annualised return) of 8.94%.

A ₹10,000 monthly SIP for 10 years in Quantum Tax Saving Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,183,970 (multiplier 1.82×). XIRR: 11.52%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Quantum Tax Saving Fund - Growth ranks #39 out of 77 funds in the ELSS category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 6.75%; this fund delivered 10.66%.

The worst peak-to-trough decline Quantum Tax Saving Fund - Growth has experienced over the last 5-year window is 15.69% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. 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 Tax Saving Fund - Growth averaged 13.85% (best 27.42%, worst 0.20%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Quantum Tax Saving Fund - Growth returned 4.65% — beating the ELSS category average of 1.54% by 3.11 pp. It ranked #16 of 47 in its category that year.

Quantum Tax Saving Fund - Growth 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 Tax Saving Fund - Growth 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: 15.7%. 5-year CAGR: 10.66%.

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