While the popularity of mutual funds is on the rise in India, there are still hidden gems in the market that have performed exceptionally well, yet remain largely unknown to the average investor. One such fund is the Quant ELSS Tax Saver Growth Fund, which has turned a humble ₹10,000 SIP (Systematic Investment Plan) into a staggering ₹3 crore over the last 25 years.
Launched in April 2000, this equity-linked savings scheme (ELSS) has shown incredible growth, and if you had invested ₹10,000 every month since then, your total investment of ₹14.7 lakh would have turned into ₹3.18 crore by March 2025.
Here’s How ₹10,000 SIP Grew Over the Years:
- 1 Year SIP: ₹1.20 lakh invested → ₹1.07 lakh value (loss)
- 3 Year SIP: ₹3.60 lakh invested → ₹4.24 lakh value
- 5 Year SIP: ₹6 lakh invested → ₹10 lakh value
- 7 Year SIP: ₹8.4 lakh invested → ₹18.76 lakh value
- 25 Year SIP: ₹14.7 lakh invested → ₹3.18 crore value
What Makes Quant ELSS Tax Saver Growth Fund So Special?
This ELSS fund provides not just tax benefits but also helps in long-term wealth creation. The key features include:
- AUM (Assets Under Management): ₹10,405 crore
- Benchmark: NIFTY 500 TRI
Equity Portfolio Distribution:
- Large Cap: 84.87%
- Mid Cap: 5.94%
- Small Cap: 6.89%
Top Sectors of Investment:
- Financial Services: 18.1%
- Power Sector: 16%
- Oil & Gas: 14.5%
- PSUs (Public Sector Undertakings): 14.2%
- Healthcare: 10.3%
The diversified investment strategy across these sectors helps the fund weather market fluctuations and provides stable returns over the long run.
Cautionary Note:
Though Quant ELSS Tax Saver Growth Fund has delivered remarkable returns in the past, financial experts always remind investors that past performance is not an indicator of future results. Before investing, it’s essential to assess your financial goals, risk appetite, and investment horizon. Consulting a SEBI-registered financial advisor is key to ensuring the investment aligns with your objectives.
