quant Mutual Fund
quant ELSS Tax Saver Fund Option6.8Q1★★
- NAV
- ₹445.63
- Expense
- —
- AUM
- ₹1207980.0 L Cr
- 1Y
- +9.9%
- 3Y
- +19.4%
- 5Y
- +19.6%
#1 of 12
Min SIP: ₹500Ideal: 5+ years (3-year lock-in mandatory)
HDFC Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -2.44% | +2.60% | -4.61% | -7.88% | -1.15% | +18.83% | +19.30% | +14.53% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-8.37%
₹1.15 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
-1.15%
Rank #9 of 12
Category average (1Y)
+2.15%
Quartile Q3
Beats 25% of elss (tax saver) funds on 1Y return.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Below category average
Returns of -1.1% trail the category average of 2.1% by 3.3%.
Poor risk-adjusted returns
Sharpe ratio of -0.60 means you’re not being adequately compensated for the risk taken.
Negative 1-year returns
This fund has returned -1.1% over the past year. Short-term negative returns are normal for equity — check 3Y/5Y for the full picture.
Estimated corpus
₹5.07 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return -1.1% · Risk (std dev) 12.7%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.60 confirms poor risk-adjusted returns.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
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Expense ratio: 1.08%
That is ₹1,080 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
💡 Index funds typically charge 0.10-0.20%. Compare with index funds →
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Equity fund with 3-year lock-in. Section 80C deduction up to ₹1.5 lakh.
This is an ELSS Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
💰 Section 80C benefit
Save up to ₹46,800 in taxes (₹1.5L × 31.2% slab) under Section 80C.
Section 80C deduction up to ₹1.5L/year. After the 3-year lock-in, gains above ₹1.25L are taxed at 12.5%.
If the broader market falls 20%, this fund is expected to fall about 19.7%.
Based on 1Y max drawdown of -14.8% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.99× market. Average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Choosing this Direct plan over a Regular plan saves about ₹4.67 L. Index fund would still beat it by ₹12.14 L thanks to its lower expense ratio.
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