Comprehensive analysis of Quantum ELSS Tax Saver Fund - Direct (G) (10154) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quantum Asset Management Company Pvt Ltd
To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Historical performance consistency
Outperformance vs benchmark
Recent performance momentum
Fund management costs
Risk-adjusted returns
Assets under management
This fund has outperformed its benchmark by 3.84% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 11.77% |
| HDFC Bank Ltd | Banks | 9.23% |
| ICICI Bank Ltd | Banks | 7.47% |
| Infosys Ltd | IT - Software | 4.37% |
| Tata Consultancy Services Ltd | IT - Software | 4.32% |
| State Bank of India | Banks | 3.96% |
| Kotak Mahindra Bank Ltd | Banks | 3.51% |
| Bharti Airtel Ltd | Telecomm-Service | 3.49% |
| Nuvoco Vistas Corporation Ltd | Cement | 3.48% |
| Wipro Ltd | IT - Software | 3.24% |
Compare against ELSS category average
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1623.49 | 12.57% | -2.82% | 19.25% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1524.49 | 15.64% | 2.75% | 22.32% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1454.62 | 12.13% | -3.58% | 18.28% |
| HDFC ELSS Tax Saver Fund (G) | ₹1410.58 | 15.27% | 2.12% | 21.58% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1036.14 | 16.49% | 0.40% | 16.98% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹932.70 | 16.13% | -0.22% | 16.24% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹544.61 | 15.71% | 0.49% | 15.28% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹544.06 | 15.71% | 0.49% | 15.27% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹509.11 | 15.41% | -0.04% | 14.65% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹467.46 | 12.50% | -2.79% | 24.35% |
A seasoned investment professional with over 17 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.