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Quant ELSS Tax Saver Fund

Quant ELSS (Tax Saver) Direct Plan ▲ Outlook: Strengthening

Ranked #1 of 3 in ELSS (Tax Saver) · best in category

54
★★★★☆
SmartMoney Score™

Returns (Annualised)

1 Year

21.5%

3 Year

27.2%

5 Year

32.8%

Risk & Cost Metrics

Std Dev (3Y)

19.8%

Sortino

1.48

Max Drawdown

-28.5%

Beta

1.12

Alpha

+8.5%

Expense

0.78%

AUM

₹12,800 Cr

Mgr Tenure

5 yrs

See the full 20-factor breakdown ▸

Performance

3Y Risk-Adjusted Return
66
5Y Risk-Adjusted Return
78
Excess Return vs Benchmark
81
Up-Market Participation
72

Risk & Downside

Volatility (Std Dev)
30
Maximum Drawdown
30
Downside-Adjusted Return (Sortino)
51
Down-Market Protection
47

Cost & Efficiency

Expense Ratio vs Category
42
Jensen's Alpha
80
Information Ratio
70
Alpha per Unit of Market Risk
76

Portfolio Quality

Diversification
55
Quality of Holdings
14
Portfolio Liquidity
24
Size vs Mandate (AUM Fit)
57

Stewardship & Momentum

Manager Tenure
31
Fund-House Pedigree
8
Relative Strength (1Y vs peers)
89
Performance Trajectory
40

Pillar Scores

Performance 74/100
28%
Risk & Downside 40/100
22%
Cost & Efficiency 67/100
16%
Portfolio Quality 38/100
18%
Stewardship & Momentum 42/100
16%

vs Benchmark (3Y)

Fund

27.2%

vs

Benchmark

18.5%

Outperformed by 8.7%
How is this score calculated? → Compare with other funds → Best ELSS (Tax Saver) funds →
Disclaimer: The SmartMoney Score™ is a proprietary, rules-based educational rating. Data shown is illustrative and may not reflect real-time performance. The "Outlook" describes the fund's recent trajectory and is not a buy/sell recommendation. Past performance does not guarantee future returns. This is not investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.