Quantum ELSS Tax Saver Fund Direct Growth

Scheme code: INF082J01069 NAV value: ₹ 121.8300 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	4.95	49.97	30.26	28.39
3 year	6.41	33.01	18.72	19.8
5 year	0.19	29.31	12.03	15.18
7 year	4.49	16.64	12.05	14.39
10 year	5.98	19.92	12.87	15.51
12 year	10.15	18.33	13.63	14.47
15 year	12.84	18.21	15.27	13.78

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	30.26
3 year	6.28	33.32	15.57	18.72
5 year	0.74	26.02	12.91	12.03
7 year	3.33	15.62	11.64	12.05
10 year	3.49	17.22	10.65	12.87
12 year	3.07	16.17	10.8	13.63
15 year	6.95	15.66	10.87	15.27

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	30.26
3 year	6.56	32.12	15.66	18.72
5 year	1	26.2	12.75	12.03
7 year	3.8	15.42	11.84	12.05
10 year	3.8	18	11.09	12.87
12 year	3.63	16.86	11.19	13.63
15 year	7.01	16.36	11.19	15.27

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	30.26
3 year	7.68	33.37	17	18.72
5 year	0.71	27.63	13.15	12.03
7 year	3.76	16.01	12.04	12.05
10 year	3.56	16.94	10.94	12.87
12 year	3.31	16.54	10.99	13.63
15 year	6.56	16.42	10.95	15.27

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	30.26
3 year	8.04	34.46	17.98	18.72
5 year	0.69	28.64	13.53	12.03
7 year	3.97	16.42	12.35	12.05
10 year	3.53	17.72	11.24	12.87
12 year	3.1	16.97	11.25	13.63
15 year	6.68	16.96	11.2	15.27

Rolling return for 1 year

- Average return: 30.26% - Median return: 34.56% - Average standard deviation: 4.44

Rolling return for 3 year

- Average return: 18.72% - Median return: 18.35% - Average standard deviation: 1.75

Rolling return for 5 year

- Average return: 12.03% - Median return: 11.14% - Average standard deviation: 0.9

Rolling return for 7 year

- Average return: 12.05% - Median return: 12% - Average standard deviation: 0.65

Rolling return for 10 year

- Average return: 12.87% - Median return: 13.01% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 13.63% - Median return: 13.84% - Average standard deviation: 0.4

Rolling return for 15 year

- Average return: 15.27% - Median return: 15.17% - Average standard deviation: 0.35

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	13,25,594	1,25,594	10.47
3 year	36,00,000	47,53,534	11,53,534	9.71
5 year	60,00,000	86,26,540	26,26,540	7.53
7 year	84,00,000	1,29,79,281	45,79,281	6.41
10 year	1,20,00,000	2,26,53,955	1,06,53,955	6.56
12 year	1,44,00,000	3,34,56,003	1,90,56,003	7.28
15 year	1,80,00,000	5,87,84,633	4,07,84,633	8.21

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	10.47
3 year	7.35	9.71
5 year	7.28	7.53
7 year	6.36	6.41
10 year	5.93	6.56
12 year	6.09	7.28
15 year	6.27	8.21

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	10.47
3 year	7.51	9.71
5 year	7.25	7.53
7 year	6.38	6.41
10 year	6.15	6.56
12 year	6.3	7.28
15 year	6.44	8.21

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	10.47
3 year	8.25	9.71
5 year	7.64	7.53
7 year	6.58	6.41
10 year	6.21	6.56
12 year	6.36	7.28
15 year	6.5	8.21

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	10.47
3 year	8.74	9.71
5 year	7.97	7.53
7 year	6.78	6.41
10 year	6.43	6.56
12 year	6.57	7.28
15 year	6.72	8.21

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,25,594 - Absolute Returns: ₹1,25,594 - CAGR: 10.47%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,53,534 - Absolute Returns: ₹11,53,534 - CAGR: 9.71%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,26,540 - Absolute Returns: ₹26,26,540 - CAGR: 7.53%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,29,79,281 - Absolute Returns: ₹45,79,281 - CAGR: 6.41%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,26,53,955 - Absolute Returns: ₹1,06,53,955 - CAGR: 6.56%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,34,56,003 - Absolute Returns: ₹1,90,56,003 - CAGR: 7.28%

SIP return for 15 year

- Total Invested Amount: ₹1,80,00,000 - Final Portfolio Value: ₹5,87,84,633 - Absolute Returns: ₹4,07,84,633 - CAGR: 8.21%