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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 | Union ELSS Tax Saver Fund - IDCW - Direct Plan | Quant ELSS Tax Saver Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Union MF | Quant MF |
| Category | Equity - ELSS - Tax Saver Fund | Equity - ELSS - Tax Saver Fund |
| NAV | ₹72.82 (20 Sep 2024) | ₹452.55 (16 Sep 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | BSE 500 - TRI | NIFTY 500 - TRI |
| Fund Manager | Sanjay Bembalkar | Sandeep Tandon |
| Inception | 01 Jan 2013 | 07 Jan 2013 |
| Returns | ||
| 1Y | — | 9.73% |
| 3Y | — | 13.52% |
| 5Y | — | 14.64% |
| Since Inception | — | 19.56% |
| Risk | ||
| — | 16.32 | |
| — | 1.09 | |
| — | 0.75 | |
| — | 2.04 | |
| — | 1.52 | |
| — | -10.46% | |
| Costs | ||
| Expense Ratio | 1.32% | 1.21% |
| Exit Load | Nil | Nil |
| Min SIP | ₹500 | ₹500 |
| Min Lumpsum | ₹500 | ₹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
Union MF88%
Quant MF88%
12.3%Only 12.3% of holdings by weight are common between Union MF and Quant MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingUnion MFQuant MF
ICICI Bank Ltd.7.42%9.85%
Bharti Airtel Ltd.2.99%4.20%
Reliance Industries Ltd.2.49%1.88%
Category context: ELSS (Tax Saver) vs ELSS (Tax Saver). Open the full Screener →