FundLens
48
ELSS (Tax Saver)Hold

Quantum ELSS Tax Saver

Quantum · Direct–Growth · rank #21 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-7.7%
-3.0% vs index
3 Years
9.6%
+0.2% vs index
5 Years
8.7%
+0.8% vs index
Since launch
15.1%

Year-by-year performance

last entry = YTD
2021
+25.1%
2022
+7.7%
2023
+27.6%
2024
+22.6%
2025
+4.8%
2026
-8.5%

Why this score

Quantum ELSS Tax Saver scores 48/100 — #21 of 38 ELSS (Tax Saver) fund (Hold). It stands out for volatility and expense ratio — beating 96% of peers on volatility. The main drag is its fund size (better than only 14% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

Volatility12.36 · 96th percentile in category
Fund size196.16 Cr · 14th percentile in category
Expense ratio0.95% · 70th percentile in category
3Y return9.57% · 42nd percentile in category
1Y return-7.66% · 20th percentile in category
5Y return8.70% · 43rd percentile in category

Top holdings

top 5 = 23.7% of portfolio
1.HDFC Bank Ltd5.73%
2.ICICI Bank Ltd4.88%
3.Kotak Mahindra Bank Ltd4.71%
4.Tata Consultancy Services Ltd4.43%
5.Infosys Ltd3.99%

34 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds