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

Yes, you can invest both lumpsum and SIP in Quantum ELSS Tax Saver Fund - Regular (G). Minimum lumpsum investment Quantum ELSS Tax Saver Fund - Regular (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 Quantum ELSS Tax Saver Fund - Regular (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Quantum ELSS Tax Saver Fund - Regular (G) is Quantum ELSS Tax Saver Fund - Regular (G) is ₹118.35 as on 2025-05-09.

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

The 5 biggest stock holdings of Quantum ELSS Tax Saver Fund - Regular (G) are: HDFC Bank (9.01%), ICICI Bank (7.37%), TCS (4.46%), Infosys (4.45%), St Bk of India (4.01%)

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

A majority of Quantum ELSS Tax Saver Fund - Regular (G) 's AUM worth ₹215.65 (Cr) is invested in these 3 top sectors: Banks : 29.19% IT-Software : 15.44% Debt : 9.72%

Mutual Funds
AMC
Quantum ELSS Tax Saver Fund - Regular (G)

Quantum ELSS Tax Saver Fund - Regular (G)

ELSS

Invest Now

NAV
118.35(-0.70%)
Fund Size (CR)
₹209.18
Expense Ratio
1.99
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹500
Minimum Withdrawal
₹0
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
11.77%

Absolute Return: -0.05%

Annualized Return: 0%

Basic Details

Scheme Manager

Christy Mathai

Bench Mark

BSE 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	2 May 2025	9842.00	-1.58%	-	-1.35%	154/217
1 Month	9 April 2025	10502.26	5.02%	-	6.04%	181/217
3 Month	7 February 2025	9750.37	-2.50%	-	-1.45%	137/217
6 Month	8 November 2024	9556.69	-4.43%	-	-6.44%	75/213
1 Year	9 May 2024	10893.78	8.94%	8.94%	6.63%	70/213
3 Year	9 May 2022	16503.97	65.04%	18.16%	18.10%	98/203
5 Year	8 May 2020	29691.42	196.91%	24.29%	25.96%	122/203
Since Inception	1 April 2017	24656.25	146.56%	11.77%	15.01%	191/217

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	3 June 2024	1,20,000	117292.02	-2.26%	-2.26%
3 Year	1 June 2022	3,60,000	452003.84	25.56%	7.88%
5 Year	1 June 2020	6,00,000	909315.89	51.55%	8.67%
10 Year	-	-	-	-	-

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

3.60%

Standard Deviation

0.91%

Beta

0.89%

Sharpe Ratio

0.03%

Treynor's Ratio

5.59%

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
HDFC Bank	9.01%	100959	19.43	Equity	Banks
ICICI Bank	7.37%	111315	15.88	Equity	Banks
TCS	4.46%	27823	9.61	Equity	IT - Software
Infosys	4.45%	63908	9.59	Equity	IT - Software
St Bk of India	4.01%	109654	8.65	Equity	Banks
Kotak Mah. Bank	4.01%	39129	8.64	Equity	Banks
Bharti Airtel	3.98%	46022	8.58	Equity	Telecomm-Service
ICICI Pru Life	3.27%	114664	7.04	Equity	Insurance
Crompton Gr. Con	3.25%	207557	7.00	Equity	Consumer Durables
Wipro	3.22%	287538	6.94	Equity	IT - Software

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
SBI Long Term Advantage Fund-Series V -Dir (IDCW)	342.25	6.54%	5.01%	0.18%	29.62%	22.32%
SBI Long Term Advantage Fund - Series V -Dir (G)	342.25	6.54%	5.01%	0.18%	29.62%	22.32%
WhiteOak Capital ELSS Tax Saver Fund - Direct (G)	341.11	6.57%	-0.67%	-3.25%	16.00%	-
WhiteOak Capital ELSS Tax Saver Fund - Direct (IDCW)	341.11	6.57%	-0.67%	-3.25%	16.00%	-
DSP ELSS Tax Saver Fund - Direct (G)	16217.91	6.24%	2.38%	-2.17%	15.72%	21.77%

List of Schemes under Quantum Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Quantum ESG Best In Class Strategy Fund	Equity	Very High	9.05%	0	₹94.69
Quantum Gold Savings Fund	Other	High	33.66%	3	₹192.17
Quantum Small Cap Fund	Equity	Very High	5.69%	0	₹114.99
Quantum Ethical Fund	Equity	Very High	0%	0	₹51.25
Quantum ELSS Tax Saver Fund	Equity	Very High	10.14%	4	₹215.65
Quantum Dynamic Bond Fund	Debt	Moderately Low	11.1%	3	₹135.32
Quantum Value Fund	Equity	Very High	10.18%	3	₹1,156.76
Quantum Nifty 50 ETF Fund of Fund	Other	Very High	10.26%	0	₹27.26
Quantum Multi Asset Allocation Fund	Hybrid	Very High	12.97%	0	₹33.92
Quantum Equity Fund Of Funds	Other	Very High	10.5%	3	₹124.12
Quantum Liquid Fund	Debt	Low	6.97%	1	₹526.21
Quantum Multi Asset Fund of Funds	Other	Moderately High	13.18%	3	₹64.93

News

Quantum Mutual Fund announces change in scheme name
Quantum Mutual Fund has announced change in scheme name under the following scheme, With effect from 01 May 2025.
Change in the name of the Scheme:

Existing Scheme Name Revised Scheme Name

'Quantum Long Term Equity Value Fund' 'Quantum Value Fund'

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Existing Scheme Name	Revised Scheme Name
'Quantum Long Term Equity Value Fund'	'Quantum Value Fund'

Quantum MF announces change in Fund Manager of the following schemes

Quantum Mutual Fund has announced change in Fund Manager of the following scheme with effect from: 01 April 2025

Change in Fund Manager of the Scheme:

Name of the Scheme(s)	Existing Fund Manager(s)	Revised Fund Manager(s)
Quantum Dynamic Bond Fund	Pankaj Pathak	Sneha Pandey and Pankaj Pathak
Quantum Equity FoF	Chirag Mehta	Piyush Singh (Associate Fund Manager) and Chirag Mehta
Quantum Liquid Fund	Pankaj Pathak	Sneha Pandey and Pankaj Pathak
Quantum Multi Asset Allocation Fund	Chirag Mehta and Pankaj Pathak (Debt)	Mansi Vasa (Associate Fund Manager), Sneha Pandey (Debt), Chirag Mehta and Pankaj Pathak (Debt)
Quantum Multi Asset Fund of Funds	Chirag Mehta	Mansi Vasa (Associate Fund Manager), Sneha Pandey (Associate Fund Manager)and Chirag Mehta

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Quantum MF announces appointment of associate fund manager & Key Personnel - Ketan Gujarathi under its scheme
Mr. Ketan Gujarathi has been appointed as an Associate Fund Manager for Quantum ELSS Tax Saver Fund and Key Personnel of Quantum Asset Management Company Private Limited with effect from February 01, 2025.
Change in Fund Management Responsibilities:

Name of the Scheme Existing Fund Manager Revised Fund Manager

Quantum ELSS Tax Saver Fund Christy Mathai, George Thomas Christy Mathai, George Thomas, Ketan Gujarathi

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Name of the Scheme	Existing Fund Manager	Revised Fund Manager
Quantum ELSS Tax Saver Fund	Christy Mathai, George Thomas	Christy Mathai, George Thomas, Ketan Gujarathi

Fund House Details & Investment Objective

Date of Incorporation

1 April 2017

Total AUM (Cr)

₹215.65

Quantum ELSS Tax Saver Fund - Regular (G) is an ELSS-oriented fund from the renowned AMC, Quantum Mutual Fund. Launched in 1 April 2017, this fund is managed by Christy Mathai. With assets under management (AUM) worth ₹215.65 (Cr), as of 9 May 2025, Quantum ELSS Tax Saver Fund - Regular (G) is categorized as a ELSS within its segment. The fund has generated a return of 11.77% since its launch.
The current NAV of Quantum ELSS Tax Saver Fund - Regular (G) is ₹118.35, as on 9 May 2025. The fund's benchmark index is BSE 500 TRI. You can invest in Quantum ELSS Tax Saver Fund - Regular (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 18.16% and 24.29% 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 87.91% in Equity, 12.17% in Debt and -0.08% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 29.19% in Banks, 15.44% in IT-Software, 9.72% in Debt, 7.99% in Automobiles, 6.97% in Insurance

FAQs

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

Quantum ELSS Tax Saver Fund - Regular (G) is a popular fund in the ELSS segment. The fund has generated a return of 11.77% since inception. Looking to invest in Quantum ELSS Tax Saver Fund - Regular (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Quantum ELSS Tax Saver Fund - Regular (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 on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Quantum ELSS Tax Saver Fund - Regular (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: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode 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: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

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

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

In the short term, i.e., 1 year, Quantum ELSS Tax Saver Fund - Regular (G) has generated annualised return of 8.94%. In the long-term, the fund has generated 18.16% and 24.29% in 3 and 5 years respectively. Since its inception, the fund has generated 11.77% returns.

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

The expense ratio of Quantum ELSS Tax Saver Fund - Regular (G) Direct Growth is 1.99%. 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 Quantum ELSS Tax Saver Fund - Regular (G) Fund Direct Growth?

The Assets Under Management (AUM) of Quantum ELSS Tax Saver Fund - Regular (G) is ₹215.65 (Cr) as of 2025-05-09 AUM shows the fund’s popularity and is often indicative of fund strength.

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

Redeeming or selling units of Quantum ELSS Tax Saver Fund - Regular (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 Quantum ELSS Tax Saver Fund - Regular (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 Quantum ELSS Tax Saver Fund - Regular (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).