Quantum Mutual Fund

Quantum ELSS Tax Saver Fund - Direct Plan Growth Option

Equity Scheme - ELSSDirect planGrowthInception

NAV vs Benchmark

Trailing Returns

Series1Y3Y5Y10YSI
Scheme-5.92%13.31%10.94%11.62%15.46%
Benchmark-11.05%9.20%9.66%5.40%69.25%
Excess5.13%4.11%1.27%6.22%-53.79%

Trailing returns are annualized (CAGR) for 3Y / 5Y / 10Y and absolute for 1Y. SI is total return since the first available NAV. Benchmark returns are derived from the scheme's mandated TRI index.

Expense Ratio (TER)

Direct
0.89%
Regular
2.10%

Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans are sold through intermediaries who provide advice.

YieldIQ Fund Score

C
62/ 100
Rule-based composite of returns, risk, cost, and tenure.

Fee impact calculator

What the expense ratio costs over time, and the Direct-vs-Regular plan gap. Pre-filled with this scheme's expense ratios — adjust any input.

No fees
₹3,10,585
Direct plan
₹2,86,769
Regular plan
₹2,57,026
Fee drag · Direct, 10y
₹23,816
Direct keeps more than Regular
₹29,743

Illustrative only — assumes a constant 12% gross return and the expense ratios above held flat; actual returns and fees vary. Direct plans carry no distributor commission. Not advice.

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
Quantum ELSS Tax Saver Fund - Direct Plan Growth Option — Mutual Fund Analysis | YieldIQ