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Quant Tax Plan Direct Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
39.27%
3Y annualised
-0.95% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹235.16
Min. SIP amount₹500
Rating5star
Fund size₹433.15 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns96.0%39.3%25.3%22.6%
Category average54.9%14.2%14.3%NA
Rank with in category111NA
Understand termsinfo

Holdings (42)

NameSectorInstrumentAssets
EnergyEquity9.1%
State Bank of India
FinancialEquity7.1%
FMCGEquity7.1%
MetalsEquity6.6%
ConstructionEquity5.1%
FinancialEquity5.0%
ServicesEquity4.3%
TechnologyEquity4.0%
ConstructionEquity3.8%
SBI Cards & Payments Services Ltd.
FinancialEquity3.7%
See All

Pros and cons

info
Category: Equity ELSS
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 12.89 The fund has generated returns higher than benchmark - NIFTY 50 TRI - in the last 3Y
Exit load is zero
Lower expense ratio: 0.5%
Consistently top ranked fund
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Cons

Lower AUM: 433Cr. Funds with lower AUM tend to have higher expense ratio
Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 0.50%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Sanjeev Sharma
Feb 2017 - Present
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Shamil Mehra
Apr 2018 - Present
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Rochan Pattnayak
Oct 2019 - Present
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Vasav Sahgal
Jun 2019 - Present
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Ankit A Pande
May 2020 - Present
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Fund house & investment objective

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Fund house contact details

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