What is the 5-year rolling return of Quantum ELSS Tax Saver Fund?

Across 3,155 overlapping 5-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 13.76% a year, with a median of 13.78%. The best 5-year stretch returned 29.08% a year and the worst returned -2.04%.

Has Quantum ELSS Tax Saver Fund ever lost money over 5 years?

Yes. 0.4% of the 3,155 5-year holding periods in this fund's history ended below zero. The worst returned -2.04% a year, for someone who invested on 23 March 2015 and sold on 23 March 2020.

What is the difference between the Direct and Regular plans of Quantum 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 13.76% a year on the Direct plan against 13.87% on the Regular plan, a difference of 0.12% a year.

What is the 1-year rolling return of Quantum ELSS Tax Saver Fund?

Across 4,139 overlapping 1-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 16.12% a year, with a median of 10.82%. The best 1-year stretch returned 105.01% a year and the worst returned -36.81%.

What is the 3-year rolling return of Quantum ELSS Tax Saver Fund?

Across 3,648 overlapping 3-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 14.00% a year, with a median of 14.34%. The best 3-year stretch returned 34.72% a year and the worst returned -10.47%.

What is the 7-year rolling return of Quantum ELSS Tax Saver Fund?

Across 2,659 overlapping 7-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 12.88% a year, with a median of 12.86%. The best 7-year stretch returned 22.01% a year and the worst returned 5.60%.

What is the 10-year rolling return of Quantum ELSS Tax Saver Fund?

Across 1,919 overlapping 10-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 12.76% a year, with a median of 12.99%. The best 10-year stretch returned 19.57% a year and the worst returned 6.16%.

Quantum Mutual Fund

Quantum ELSS Tax Saver Fund — rolling returns

ELSS · NAV data as of 16 October 2026

4,382 daily NAV records since 31 December 2008

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 — 3,155 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

From

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Index or category average

Direct plan · showing data from 31 December 2008 to 16 October 2026

Average rolling return

13.76%

Windows computed

3,155

Median return

13.78%

Standard deviation

5.04%

Best 5-year window

29.08%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

-2.04%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 99.6% (3,142 of 3,155)
Above 8%: 89.6% (2,826 of 3,155)
Above 12%: 59.0% (1,861 of 3,155)
Above 15%: 42.6% (1,344 of 3,155)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 632 of 3,155 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 Quantum ELSS Tax Saver Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	16.12%	14.00%	13.76%	12.88%	12.76%
Median	10.82%	14.34%	13.78%	12.86%	12.99%
Minimum	-36.81%	-10.47%	-2.04%	5.60%	6.16%
Maximum	105.01%	34.72%	29.08%	22.01%	19.57%
Std deviation	21.53%	7.08%	5.04%	2.31%	2.20%
Consistency
Above 0%	80.36%	95.92%	99.59%	100.00%	100.00%
Above 8%	57.38%	83.50%	89.57%	98.08%	96.20%
Above 12%	47.35%	62.75%	58.99%	65.17%	74.47%
Above 15%	41.00%	47.29%	42.60%	10.42%	6.88%
Coverage
Windows computed	4,139	3,648	3,155	2,659	1,919

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 0.12% a year less than Regular.

5-year rolling returns for Quantum ELSS Tax Saver Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	13.76%	13.87%
Best window	29.08%from 24 Mar 2020	28.19%from 24 Mar 2020
Worst window	-2.04%from 23 Mar 2015	6.31%from 20 Jun 2017
Windows computed	3,155	1,126

Common questions about Quantum ELSS Tax Saver Fund

What is the 5-year rolling return of Quantum ELSS Tax Saver Fund?: Across 3,155 overlapping 5-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 13.76% a year, with a median of 13.78%. The best 5-year stretch returned 29.08% a year and the worst returned -2.04%.
Has Quantum ELSS Tax Saver Fund ever lost money over 5 years?: Yes. 0.4% of the 3,155 5-year holding periods in this fund's history ended below zero. The worst returned -2.04% a year, for someone who invested on 23 March 2015 and sold on 23 March 2020.
What is the difference between the Direct and Regular plans of Quantum 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 13.76% a year on the Direct plan against 13.87% on the Regular plan, a difference of 0.12% a year.
What is the 1-year rolling return of Quantum ELSS Tax Saver Fund?: Across 4,139 overlapping 1-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 16.12% a year, with a median of 10.82%. The best 1-year stretch returned 105.01% a year and the worst returned -36.81%.
What is the 3-year rolling return of Quantum ELSS Tax Saver Fund?: Across 3,648 overlapping 3-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 14.00% a year, with a median of 14.34%. The best 3-year stretch returned 34.72% a year and the worst returned -10.47%.
What is the 7-year rolling return of Quantum ELSS Tax Saver Fund?: Across 2,659 overlapping 7-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 12.88% a year, with a median of 12.86%. The best 7-year stretch returned 22.01% a year and the worst returned 5.60%.
What is the 10-year rolling return of Quantum ELSS Tax Saver Fund?: Across 1,919 overlapping 10-year holding periods between 31 December 2008 and 16 October 2026, the Direct plan of Quantum ELSS Tax Saver Fund returned an average of 12.76% a year, with a median of 12.99%. The best 10-year stretch returned 19.57% a year and the worst returned 6.16%.

Compare with other funds

Other ELSS funds

5-year rolling return (Direct)

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.