Quantum ELSS Tax Saver Fund - Regular Plan IDCW

Open Ended Schemes(Equity Scheme - ELSS)Very High Risk★★★★★ISIN INF082J01374

NAV · 06-Jul-2026

₹117.7300

+2.51%

-7.75%

1Y (CAGR)

-5.86%

3Y (CAGR)

+11.09%

5Y (CAGR)

+10.57%

Since inception (CAGR)

+10.16%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

12.20%

Downside dev (3y)

9.00%

Max drawdown (3y)

-17.6%

Sharpe (3y)

0.38

SIP XIRR (3y)

+2.42%

SIP XIRR (5y)

+8.72%

Calendar-year returns

2020 +13.0%2021 +24.6%2022 +7.2%2023 +26.6%2024 +21.2%2025 +2.9%

Fund facts

Fund managerGeorge Thomas · Christy Mathai · Ketan Gujarathi

AUM₹2,077 Cr

TER · AMFI officialDirect 0.92% · Regular 2.13% (2026-06-30)

Launch date10-Dec-2008

Plan typeOpen Ended · Equity

Min lumpsum500

Lock-in3 yr

Volatility15.06

AMCQuantum Asset Management Company Private Limited

Objective · To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. There is no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗