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Business News/Market/Market Stats/    Quant ELSS Tax Saver Growth

Quant ELSS Tax Saver Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating 5
  • Plan
410.63 -0.22 (-0.05%) NAV as on 16 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)9860.39
  • CAGR 59.97%
  • Exit Load0.00%
  • Expense ratio1.74%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2000-03-08

Morning Star Rating 5

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 July 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 11.87%
  • Beta 0.95
  • Sharpe Ratio1.25
  • Std Deviation 15.91%
  • Tracking Error 10.74%

About Fund

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 9860.39 crores & has delivered CAGR of 34.18% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.74%. 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 HDFC Bank, Reliance Industries, Adani Power & Jio Financial Services.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Electric Utilities & Major Drugs.

 

Some of the similar funds are Quant ELSS Tax Saver Growth, DSP ELSS Tax Saver Fund Regular Plan Growth, Franklin India ELSS Tax Saver Fund Growth, ICICI Prudential ELSS Tax Saver Fund Growth, Canara Robeco ELSS Tax Saver Growth. Quant ELSS Tax Saver Growth has a sharpe ratio of 1.25 & a standard deviation of 15.91%.

FAQs about Quant ELSS Tax Saver Growth

According to the morning star rating Quant ELSS Tax Saver Growth has a Medium risk & Exceptional return.
Quant ELSS Tax Saver Growth is managed by Vasav Sahgal,Ankit A. Pande.
The expense ratio of Quant ELSS Tax Saver Growth is 1.74%.
The 5 year annualized return on Quant ELSS Tax Saver Growth is 34.18% & it has generated 59.97% in the last 1 year.
The minimum investment in Quant ELSS Tax Saver Growth is 500 Rs.
Quant ELSS Tax Saver Growth has an AUM of 9860.39 crores.
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