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: 11.11%.

Quantum

Quantum Tax Saving Fund - Growth

Latest NAV

₹122.3000

As of

3 Jun 2026

4,288 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	-1.00%	-2.11%	+1.11	86 / 90	Q4
1W	-1.72%	-4.12%	+2.40	56 / 87	Q3
2W	-0.25%	-3.75%	+3.49	37 / 87	Q2
1M	-1.13%	-5.60%	+4.47	28 / 87	Q2
3M	-2.39%	-5.40%	+3.01	41 / 87	Q2
6M	-7.80%	-3.98%	-3.82	65 / 89	Q3
YTD	-8.92%	-5.20%	-3.72	68 / 89	Q4
1Y	-4.95%	+1.41%	-6.36	57 / 87	Q3
2Y	+1.70%	-0.15%	+1.85	38 / 86	Q2
3Y	+13.17%	+6.12%	+7.05	30 / 81	Q2
4Y	+13.56%	+7.91%	+5.66	24 / 78	Q2
5Y	+11.11%	+6.94%	+4.17	38 / 77	Q2
7Y	+11.73%	+8.75%	+2.97	29 / 75	Q2
10Y	+11.56%	+8.10%	+3.46	26 / 69	Q2
Inception	+15.46%	+5.86%	+9.60	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	-8.92%	-7.12%	-1.80	33 / 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

+16.64%

201 windows

min -36.8% · max 95.2%

81% positive

3-Year rolling

+13.96%

176 windows

min -10.0% · max 33.6%

95% positive

5-Year rolling

+13.82%

152 windows

min -1.9% · max 25.5%

99% positive

7-Year rolling

+12.85%

128 windows

min 5.8% · max 21.3%

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

11.81%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-15.66%

Jan 2026 → 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
HDFC TaxSaver-Dividend Plan	HDFC	₹63.5390	3 Jun 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹19.9775	3 Jun 2026
SBI MAGNUM TAXGAIN SCHEME 1993 - DIVIDEND	SBI	₹85.4857	3 Jun 2026
ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option	ICICI Prudential	₹27.4000	3 Jun 2026
Quantum Tax Saving Fund - Dividend	Quantum	₹121.5100	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹29.6508	3 Jun 2026
Franklin India Taxshield-Dividend	Franklin Templeton	₹57.8774	3 Jun 2026
Kotak Tax Saver-Scheme-Dividend	Kotak Mahindra	₹41.1340	3 Jun 2026
EDELWEISS ELSS FUND - Dividend Option	Edelweiss	₹29.5000	3 Jun 2026
DSP BlackRock Tax Saver Fund - Dividend	DSP BlackRock	₹21.1600	3 Jun 2026

Recent NAVs

Date	NAV
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
26 May 2026	₹124.1400
25 May 2026	₹124.8300
22 May 2026	₹123.2700
21 May 2026	₹122.8300
20 May 2026	₹122.6100

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 Tax Saving Fund - Growth is ₹122.3000. 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 -4.95% — -6.36 pp behind the ELSS category average of 1.41%. The fund ranks #57 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 13.17% — +7.05 pp ahead of the ELSS category average of 6.12%. The fund ranks #30 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 11.11% — +4.17 pp ahead of the ELSS category average of 6.94%. The fund ranks #38 of 77 in its category — the second (Q2) quartile.

₹1 lakh invested in Quantum Tax Saving Fund - Growth exactly 10 years ago would be worth approximately ₹298,656 today — a multiplier of 2.99×, based on the 10-year CAGR of 11.56%. The category average over the same window would have grown ₹1 lakh to ₹217,976.

A ₹10,000 monthly SIP in Quantum Tax Saving Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹761,775 today. That's an XIRR (money-weighted annualised return) of 9.48%.

A ₹10,000 monthly SIP for 10 years in Quantum Tax Saving Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,216,056 (multiplier 1.85×). XIRR: 11.79%. 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 #38 out of 77 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 6.94%; this fund delivered 11.11%.

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 13.82% (best 25.49%, worst -1.88%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — 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: 11.11%.

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