Quant ELSS Tax Saver Fund Direct Growth

Scheme code: INF966L01986 NAV value: ₹ 382.7528 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-14.75	67.56	29.72	28.39
3 year	11.66	57.85	33.11	19.8
5 year	6.36	42.32	25.52	15.18
7 year	9.41	27.09	22.39	14.39
10 year	18.69	28.07	23.87	15.51
12 year	20.45	22.70	21.75	14.47

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	29.72
3 year	6.28	33.32	15.79	33.11
5 year	3.54	26.02	13.5	25.52
7 year	3.33	15.62	11.71	22.39
10 year	3.49	17.22	10.6	23.87
12 year	3.07	16.17	10.84	21.75
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	29.72
3 year	9.08	58.7	29.31	33.11
5 year	3.67	48	18.04	25.52
7 year	3.8	31.03	14.14	22.39
10 year	3.8	28.93	12.39	23.87
12 year	3.63	26.65	12.59	21.75
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	29.72
3 year	7.68	33.37	17.09	33.11
5 year	2.35	27.63	13.51	25.52
7 year	3.76	16.01	12.07	22.39
10 year	3.56	16.94	10.92	23.87
12 year	3.31	16.54	11.01	21.75
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	29.72
3 year	8.04	34.46	18.26	33.11
5 year	3.37	28.64	14.21	25.52
7 year	3.97	16.42	12.41	22.39
10 year	3.53	17.72	11.22	23.87
12 year	3.1	16.97	11.31	21.75
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 29.72% - Median return: 40.22% - Average standard deviation: 5.6

Rolling return for 3 year

- Average return: 33.11% - Median return: 34.8% - Average standard deviation: 2.53

Rolling return for 5 year

- Average return: 25.52% - Median return: 24.62% - Average standard deviation: 1.26

Rolling return for 7 year

- Average return: 22.39% - Median return: 22.89% - Average standard deviation: 0.84

Rolling return for 10 year

- Average return: 23.87% - Median return: 24.41% - Average standard deviation: 0.52

Rolling return for 12 year

- Average return: 21.75% - Median return: 21.89% - Average standard deviation: 0.51

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,81,669	81,669	6.81
3 year	36,00,000	54,52,898	18,52,898	14.85
5 year	60,00,000	1,22,76,101	62,76,101	15.39
7 year	84,00,000	2,03,52,789	1,19,52,789	13.48
10 year	1,20,00,000	4,44,59,572	3,24,59,572	13.99
12 year	1,44,00,000	6,12,29,116	4,68,29,116	12.82

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	6.81
3 year	7.3	14.85
5 year	7.48	15.39
7 year	6.39	13.48
10 year	5.95	13.99
12 year	6.11	12.82

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	6.81
3 year	20.64	14.85
5 year	13	15.39
7 year	9.48	13.48
10 year	7.99	13.99
12 year	8.12	12.82

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	6.81
3 year	8.22	14.85
5 year	7.77	15.39
7 year	6.6	13.48
10 year	6.23	13.99
12 year	6.37	12.82

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	6.81
3 year	8.71	14.85
5 year	8.22	15.39
7 year	6.82	13.48
10 year	6.47	13.99
12 year	6.6	12.82

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,81,669 - Absolute Returns: ₹81,669 - CAGR: 6.81%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹54,52,898 - Absolute Returns: ₹18,52,898 - CAGR: 14.85%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,22,76,101 - Absolute Returns: ₹62,76,101 - CAGR: 15.39%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹2,03,52,789 - Absolute Returns: ₹1,19,52,789 - CAGR: 13.48%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹4,44,59,572 - Absolute Returns: ₹3,24,59,572 - CAGR: 13.99%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹6,12,29,116 - Absolute Returns: ₹4,68,29,116 - CAGR: 12.82%