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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | JM Equity Tax Saver Fund - Series I - Dividend | Quant ELSS Tax Saver Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Quant MF |
| Category | Equity - ELSS - Tax Saver Fund | Equity - ELSS - Tax Saver Fund |
| NAV | ₹7.03 (29 Mar 2010) | ₹452.55 (16 Sep 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | BSE SENSEX | NIFTY 500 - TRI |
| Fund Manager | Sanjay Kumar Chhabaria | Sandeep Tandon |
| Inception | 29 Mar 2007 | 07 Jan 2013 |
| Returns | ||
| 1Y | — | 10.54% |
| 3Y | — | 13.61% |
| 5Y | — | 14.89% |
| Since Inception | — | 19.58% |
| Risk | ||
| — | 16.32 | |
| — | 1.09 | |
| — | 0.75 | |
| — | 2.04 | |
| — | 1.52 | |
| — | -10.46% | |
| Costs | ||
| Expense Ratio | 2.44% | 1.21% |
| Exit Load | 0.5% < 3 Cr Before 1 Y,0.5 % => 3 Cr before 91 D | Nil |
| Min SIP | — | ₹500 |
| Min Lumpsum | ₹5,000 | ₹500 |
| Lock-in | 3 years | 3 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
Category context: ELSS (Tax Saver) vs ELSS (Tax Saver). Open the full Screener →