Quant ELSS Tax Saver Fund Direct Growth

Scheme code: INF966L01986 NAV value: ₹ 372.4507 NAV date: 15 April, 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	17.43	29.72
3 year	6.28	33.32	15.57	33.11
5 year	0.74	26.02	12.91	25.52
7 year	3.33	15.62	11.64	22.39
10 year	3.49	17.22	10.65	23.87
12 year	3.07	16.17	10.8	21.75
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	29.72
3 year	6.56	32.12	15.66	33.11
5 year	1	26.2	12.75	25.52
7 year	3.8	15.42	11.84	22.39
10 year	3.8	18	11.09	23.87
12 year	3.63	16.86	11.19	21.75
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	29.72
3 year	7.68	33.37	17	33.11
5 year	0.71	27.63	13.15	25.52
7 year	3.76	16.01	12.04	22.39
10 year	3.56	16.94	10.94	23.87
12 year	3.31	16.54	10.99	21.75
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	29.72
3 year	8.04	34.46	17.98	33.11
5 year	0.69	28.64	13.53	25.52
7 year	3.97	16.42	12.35	22.39
10 year	3.53	17.72	11.24	23.87
12 year	3.1	16.97	11.25	21.75
15 year	6.68	16.96	11.2

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	5.83	6.81
3 year	7.35	14.85
5 year	7.28	15.39
7 year	6.36	13.48
10 year	5.93	13.99
12 year	6.09	12.82

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	6.81
3 year	7.51	14.85
5 year	7.25	15.39
7 year	6.38	13.48
10 year	6.15	13.99
12 year	6.3	12.82

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	6.81
3 year	8.25	14.85
5 year	7.64	15.39
7 year	6.58	13.48
10 year	6.21	13.99
12 year	6.36	12.82

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	6.81
3 year	8.74	14.85
5 year	7.97	15.39
7 year	6.78	13.48
10 year	6.43	13.99
12 year	6.57	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%