Quantum ELSS Tax Saver Fund - Direct (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
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 ELSS Tax Saver Fund - Direct (G)
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Quantum ELSS Tax Saver Fund - Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 3.84% over the 3Y period.
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Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| 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 | Telecom-Service | 3.49% |
| Nuvoco Vistas Corporation Ltd | Cement | 3.48% |
| Wipro Ltd | IT - Software | 3.24% |
Sector Breakdown
Compare against ELSS category average
Performance Summary
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
Quantum ELSS Tax Saver Fund - Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.09 | 12.57% | -2.82% | 19.25% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1575.49 | 15.64% | 2.75% | 22.32% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1496.80 | 12.13% | -3.58% | 18.28% |
| HDFC ELSS Tax Saver Fund (G) | ₹1456.73 | 15.27% | 2.12% | 21.58% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1066.44 | 16.49% | 0.40% | 16.98% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹959.28 | 16.13% | -0.22% | 16.24% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹555.19 | 15.71% | 0.49% | 15.28% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹554.62 | 15.71% | 0.49% | 15.27% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹518.69 | 15.41% | -0.04% | 14.65% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹478.67 | 12.50% | -2.79% | 24.35% |
Category Average Returns
Christy Mathai
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.