Can I invest in SIP and Lumpsum in Quant ELSS Tax Saver Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Quant ELSS Tax Saver Fund - Direct (G). Minimum lumpsum investment Quant ELSS Tax Saver Fund - Direct (G) is ₹500 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Quant ELSS Tax Saver Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of Quant ELSS Tax Saver Fund - Direct (G) is Quant ELSS Tax Saver Fund - Direct (G) is ₹383.38 as on 2025-01-16.

Which are the biggest stock holdings of Quant ELSS Tax Saver Fund - Direct (G)?

The 5 biggest stock holdings of Quant ELSS Tax Saver Fund - Direct (G) are: Reliance Industr (9.23%), Jio Financial (7.52%), Samvardh. Mothe. (7.44%), Adani Power (7.09%), Life Insurance (5.83%)

What are the top sectors Quant ELSS Tax Saver Fund - Direct (G) invests in?

A majority of Quant ELSS Tax Saver Fund - Direct (G) 's AUM worth ₹10,512.81 (Cr) is invested in these 3 top sectors: Power : 14.79% Finance : 10.50% Petroleum Products : 9.74%

Mutual Funds
Quant ELSS Tax Saver Fund - Direct (G)

Quant ELSS Tax Saver Fund - Direct (G)

ELSS

Invest Now

NAV
383.38(0.96%)
Fund Size (CR)
₹10,512.81
Expense Ratio
0.59
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹500
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
20.79%

Absolute Return: -13.63%

Annualized Return: 0%

Basic Details

Scheme Manager

Vasav Sahgal

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	8 January 2025	9710.18	-2.90%	-	-3.50%	43/225
1 Month	13 December 2024	9279.05	-7.21%	-	-7.74%	86/225
3 Month	15 October 2024	8527.59	-14.72%	-	-8.77%	222/225
6 Month	15 July 2024	8354.48	-16.46%	-	-5.27%	222/225
1 Year	15 January 2024	10378.00	3.78%	3.78%	12.70%	221/225
3 Year	14 January 2022	15109.99	51.10%	14.75%	13.89%	85/215
5 Year	15 January 2020	38640.29	286.40%	31.04%	19.67%	1/215
Since Inception	7 January 2013	96990.03	869.90%	20.79%	16.08%	19/225

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 February 2024	1,20,000	109676.98	-8.60%	-8.60%
3 Year	1 February 2022	3,60,000	458931.21	27.48%	8.43%
5 Year	3 February 2020	6,00,000	1146468.96	91.08%	13.83%
10 Year	2 February 2015	12,00,000	4123321.97	243.61%	13.14%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.79%

Standard Deviation

1.11%

Beta

0.83%

Sharpe Ratio

0.08%

Treynor's Ratio

2.89%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Reliance Industr	9.23%	7983100	970.31	Equity	Refineries
Jio Financial	7.52%	26473678	790.77	Equity	Finance
Samvardh. Mothe.	7.44%	50126500	782.57	Equity	Auto Ancillaries
Adani Power	7.09%	14083728	745.66	Equity	Power Generation & Distribution
Life Insurance	5.83%	6867735	612.60	Equity	Insurance
Larsen & Toubro	5.77%	1682000	606.81	Equity	Infrastructure Developers & Operators
Grasim Inds	5.51%	2372724	579.59	Equity	Textiles
Aurobindo Pharma	5.36%	4218986	563.02	Equity	Pharmaceuticals
ITC	4.09%	8895250	430.22	Equity	Tobacco Products
NTPC	3.91%	12329000	410.99	Equity	Power Generation & Distribution

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Quant ELSS Tax Saver Fund - Direct (G)	10512.81	-7.21%	-14.72%	-16.46%	3.78%	14.75%
SBI Long Term Advantage Fund-Series V -Dir (IDCW)	366.59	-5.61%	-4.30%	3.25%	36.02%	16.56%
SBI Long Term Advantage Fund - Series V -Dir (G)	366.59	-5.61%	-4.30%	3.25%	36.02%	16.56%
Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)	4414.88	-9.58%	-9.37%	3.47%	31.55%	23.14%
Motilal Oswal ELSS Tax Saver Fund-Dir (G)	4414.88	-9.58%	-9.37%	3.47%	31.55%	23.14%
HSBC Tax Saver Equity Fund - Direct (G)	260.85	-7.71%	-4.78%	2.97%	24.06%	15.67%

News

Quant Mutual Fund announces change in Key Personnel
Quant Mutual Fund has announced that Mr. Sameer Kate has been appointed as an Independent Director on the Board of the Trustee Company with effect from January 09, 2025.
Details of Mr. Sameer Kate,
Age: 55 years
Designation: Fund Manager-Equity,
Qualification:' Bachelor of Computer Science ' MBA from IME Pune
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Quant MF announces change in benchmark index under its schemes

Quant Mutual Fund has announced change in the benchmark of Quant Teck Fund Fund with effect from November 05, 2024

Change in name of Benchmark of Quant Teck Fund

Scheme Name	Existing Benchmark	Revised 1st Tier Benchmark
Quant Teck Fund	BSE Teck TRI	Nifty IT TRI
Quant PSU Fund	BSE PSU TRI	Nifty PSE TRI
Quant Consumption Fund	BSE Consumer Discretionary Index TRI	Nifty India Consumption TRI
Quant Healthcare Fund	BSE Healthcare Index TRI	Nifty Healthcare TRI
Quant Dynamic Asset Allocation Fund	CRISIL Hybrid 50+50 - Moderate Index	Nifty 50 Hybrid Composite debt 50:50 Index
Quant Absolute Fund	CRISIL Hybrid 35+65 - Aggressive Index	Nifty 50 Hybrid Composite debt 65:35 Index

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Quant MF announces change in benchmark index under its scheme
Quant Mutual Fund has announced change in the benchmark of Quant Liquid Fund with effect from November 01, 2024
Change in name of Benchmark of Quant Liquid Fund

Scheme Name Existing Benchmark Revised Benchmark

Quant Liquid Fund CRISIL Liquid Debt B-I Index CRISIL Liquid Debt A-I Index

Powered by Capital Market - Live News

Scheme Name	Existing Benchmark	Revised Benchmark
Quant Liquid Fund	CRISIL Liquid Debt B-I Index	CRISIL Liquid Debt A-I Index

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹10512.81

Quant ELSS Tax Saver Fund - Direct (G) is an ELSS-oriented fund from the renowned AMC, Quant Mutual Fund. Launched in 1 January 2013, this fund is managed by Vasav Sahgal. With assets under management (AUM) worth ₹10,512.81 (Cr), as of 16 January 2025, Quant ELSS Tax Saver Fund - Direct (G) is categorized as a ELSS within its segment. The fund has generated a return of 20.79% since its launch.
The current NAV of Quant ELSS Tax Saver Fund - Direct (G) is ₹383.38, as on 16 January 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Quant ELSS Tax Saver Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 14.75% and 31.04% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 94.37% in Equity, 5.71% in Debt and -0.09% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 14.79% in Power, 10.50% in Finance, 9.74% in Petroleum Products, 9.29% in Pharmaceuticals & Biotech, 8.26% in Auto Components

FAQs

How to Invest in Quant ELSS Tax Saver Fund - Direct (G) Direct Growth?

Quant ELSS Tax Saver Fund - Direct (G) is a popular fund in the ELSS segment. The fund has generated a return of 20.79% since inception. Looking to invest in Quant ELSS Tax Saver Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Quant ELSS Tax Saver Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Quant ELSS Tax Saver Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Quant ELSS Tax Saver Fund - Direct (G) today and reap the benefits of this ELSS fund!

How much returns has Quant ELSS Tax Saver Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Quant ELSS Tax Saver Fund - Direct (G) has generated annualised return of 3.78%. In the long-term, the fund has generated 14.75% and 31.04% in 3 and 5 years respectively. Since its inception, the fund has generated 20.79% returns.

What is the expense ratio of Quant ELSS Tax Saver Fund - Direct (G) Direct Growth?

The expense ratio of Quant ELSS Tax Saver Fund - Direct (G) Direct Growth is 0.59%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Quant ELSS Tax Saver Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Quant ELSS Tax Saver Fund - Direct (G) is ₹10,512.81 (Cr) as of 2025-01-16 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Quant ELSS Tax Saver Fund - Direct (G) Direct Growth?

Redeeming or selling units of Quant ELSS Tax Saver Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Quant ELSS Tax Saver Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Quant ELSS Tax Saver Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).