Quant ELSS Tax Saver Fund

December 31, 2025 RA Jainee Leave a reply

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Quant ELSS Tax Saver Fund

⚖️ Sahifund Review – Quant ELSS Tax Saver Fund

✓ PLUS: Track record, alpha generation, tax efficiency
Quant ELSS Tax Saver Fund has delivered strong long-term wealth creation, with standout 5-year and 10-year returns, clearly outperforming both its benchmark and ELSS peers. The fund follows a high-conviction, dynamic strategy, reflected in its concentrated portfolio and ability to capture market inflection points. A 3-year lock-in encourages discipline, while the fund’s consistent alpha makes it a compelling tax-saving option for long-term investors.

⚖️ MINUS: High volatility, concentrated bets, large AUM
The portfolio is highly concentrated, with top holdings and sectors dominating exposure, leading to sharp drawdowns during market corrections. With AUM above Rs. 12,500 crore, maintaining agility could become challenging. Returns can be uneven in the short term, testing investor patience.

Sahifund Verdict:
A high-risk, high-reward ELSS fund best suited for aggressive investors seeking tax savings and long-term alpha—not for conservative or first-time ELSS investors.

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail. 

Suitable For Which Investors? 
ELSS funds are suitable for investors: 
1. Seeking tax savings u/s 80C through a diversified equity portfolio 
2. Aiming for long-term wealth creation 
3. With a 5+ year investment horizon 
4. Who are at ease with the market’s ups and downs 
Note: 
• Invest only through SIP 
• The fund has a lock-in-period of 3 years 

Fund’s Investment Strategy: 
The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income. 

Fund Manager: 

1) Ayusha Kumbhat 
Education: CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics 
Experience: She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research. 
2) Sameer Kate 
Education: Bachelor of Computer Science, MBA from IME Pune. 
Experience: Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities, 
3) Sandeep Tandon 
Education: Mr. Tandon has done MBA (Finance) 
Experience: Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC. 

Fund Manager: 

4) Varun Pattani 
Education: Mr. Pattani is an ACA 
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm. 
5) Yug Tibrewal 
Education: B.M.S, CFA L1 
Experience: Yug is an investment professional with over 2 years of experience in dealing related activities 
6) Ankit A Pande 
Education: Mr. Pande has done CFA and MBA 
Experience: Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011. 
7) Sanjeev Sharma 
Education: Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune. 
Experience: He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.