Rolling Returns Calculator

quant Mutual Fund

Quant ELSS Tax Saver Fund — rolling returns

ELSS · NAV data as of

3,397 daily NAV records since 7 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,170 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 7 January 2013 to 16 October 2026

Average rolling return

23.21%

Windows computed

2,170

Median return

23.11%

Standard deviation

7.29%

Best 5-year window

42.08%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

1.91%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%
100.0% (2,170 of 2,170)
Above 8%
97.5% (2,115 of 2,170)
Above 12%
92.8% (2,013 of 2,170)
Above 15%
87.0% (1,887 of 2,170)

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,170 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Quant ELSS Tax Saver Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average25.31%23.36%23.21%22.82%22.81%
Median16.57%21.36%23.11%23.51%22.12%
Minimum-28.79%-6.59%1.91%10.62%18.69%
Maximum160.25%55.83%42.08%27.50%27.69%
Std deviation29.77%11.13%7.29%3.00%2.27%
Consistency
Above 0%84.02%98.61%100.00%100.00%100.00%
Above 8%70.26%93.47%97.47%100.00%100.00%
Above 12%60.84%86.29%92.76%99.28%100.00%
Above 15%53.46%79.12%86.96%95.58%100.00%
Coverage
Windows computed3,1542,6632,1701,674935

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.30% a year more than Regular.

This fund's Regular plan has NAV going back to 3 April 2006, but its Direct plan only began on 7 January 2013. The 1,666 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Quant ELSS Tax Saver Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average23.21%21.91%
Best window42.08%from 24 Mar 202039.89%from 24 Mar 2020
Worst window1.91%from 23 Mar 20151.43%from 23 Mar 2015
Windows computed2,1702,170

Common questions about Quant ELSS Tax Saver Fund

What is the 5-year rolling return of Quant ELSS Tax Saver Fund?
Across 2,170 overlapping 5-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant ELSS Tax Saver Fund returned an average of 23.21% a year, with a median of 23.11%. The best 5-year stretch returned 42.08% a year and the worst returned 1.91%.
Has Quant ELSS Tax Saver Fund ever lost money over 5 years?
No. Every one of the 2,170 5-year holding periods in this fund's history ended in profit. The weakest returned 1.91% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Quant ELSS Tax Saver Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 23.21% a year on the Direct plan against 21.91% on the Regular plan, a difference of 1.30% a year.
What is the 1-year rolling return of Quant ELSS Tax Saver Fund?
Across 3,154 overlapping 1-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant ELSS Tax Saver Fund returned an average of 25.31% a year, with a median of 16.57%. The best 1-year stretch returned 160.25% a year and the worst returned -28.79%.
What is the 3-year rolling return of Quant ELSS Tax Saver Fund?
Across 2,663 overlapping 3-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant ELSS Tax Saver Fund returned an average of 23.36% a year, with a median of 21.36%. The best 3-year stretch returned 55.83% a year and the worst returned -6.59%.
What is the 7-year rolling return of Quant ELSS Tax Saver Fund?
Across 1,674 overlapping 7-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant ELSS Tax Saver Fund returned an average of 22.82% a year, with a median of 23.51%. The best 7-year stretch returned 27.50% a year and the worst returned 10.62%.
What is the 10-year rolling return of Quant ELSS Tax Saver Fund?
Across 935 overlapping 10-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant ELSS Tax Saver Fund returned an average of 22.81% a year, with a median of 22.12%. The best 10-year stretch returned 27.69% a year and the worst returned 18.69%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.