Category: Equity: ELSS |
Launch Date: 01-04-2000 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 1.67% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 10,436 Cr As on 31-03-2025(Source:AMFI) |
Turn over: - | Exit Load: NILL. Lock in period is 3 years from the date of subscription. The above investment in Quant Tax Plan Fund is eligible for availing tax benefits under Section 80C of Income Tax Act,1961. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.
Standard Deviation | 17.64 |
Sharpe Ratio | 0.39 |
Alpha | -0.89 |
Beta | 1.11 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | -7.54 | 21.73 | 12.75 | 33.94 | 19.09 |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 16.04 | 27.85 | 17.66 | 26.9 | 15.19 |
LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 15.84 | 22.41 | 14.18 | 20.48 | 10.97 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 15.02 | 28.0 | - | - | - |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 14.93 | 28.74 | 21.07 | 27.69 | 12.61 |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 14.65 | 26.49 | 15.71 | 23.88 | 12.52 |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 13.69 | 22.42 | 16.73 | 26.9 | - |
ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 11.63 | 22.94 | 14.13 | 23.58 | 12.41 |
HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 11.31 | 25.48 | 16.04 | 23.52 | 12.55 |
Franklin India ELSS Tax Saver Fund-Growth | 05-04-1999 | 10.29 | 26.08 | 17.09 | 26.55 | 12.58 |
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Small Cap
6.89%
Others
2.3%
Large Cap
84.85%
Mid Cap
5.94%