Quant ELSS Tax Saver Growth

• Alpha 11.87%
• Beta 0.95
• Sharpe Ratio0.46
• Std Deviation 17.78%
• Tracking Error 10.74%

The investment objective of the Scheme is to generate Capital Appreciation by investing predominantly in a well-diversified portfolio of Equity Shares with growth potential. There is no assurance that the investment objective of the Scheme will be realized.

The Quant ELSS Tax Saver Growth has an AUM of 9486.28 crores & has delivered CAGR of 37.60% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.68%. The minimum investment in Quant ELSS Tax Saver Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Reliance Industries, Treps 03-Mar-2025 Depo 10, Adani Power & Samvardhana Motherson Internati.

The major sectors where the fund is invested are Electric Utilities, Oil & Gas Operations, Insurance (Life) & Construction Services.

Some of the similar funds are Quant ELSS Tax Saver Growth, Nippon India ELSS Tax Saver Fund Growth, Bandhan ELSS Tax saver Fund - Regular Plan - Growth, ICICI Prudential ELSS Tax Saver Fund Growth, Canara Robeco ELSS Tax Saver Growth. Quant ELSS Tax Saver Growth has a sharpe ratio of 0.46 & a standard deviation of 17.78%.