Fund Details
Quant Tax Plan Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.57% |
| NAV | ₹154.69 (20 Jan 2021) |
|---|---|
| Fund Started | 07 Jan 2013 |
| Fund Size | ₹35 Cr |
Returns
Comparison
1. Exit load is zero
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Stylam Industries Ltd. | FMCG | Equity | 7.9% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 6.6% |
| Bharti Airtel Ltd. | Communication | Equity | 6.3% |
| Majesco Ltd. | Technology | Equity | 5.7% |
| ACC Ltd. | Construction | Equity | 4.5% |
| PTC India Financial Services Ltd. | Financial | Equity | 4.4% |
| Dalmia Bharat Ltd. | Construction | Equity | 4.0% |
| UFLEX Ltd. | Chemicals | Equity | 3.7% |
| ICICI Lombard General Insurance Company Ltd. | Financial | Equity | 3.7% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 3.6% |
Fund Managers
Quant Tax Plan Direct Growth Details
Quant Tax Plan Direct Growth is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 07 Jan 2013. Sanjeev Sharma, Shamil Mehra is the Current Fund Manager of Quant Tax Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹35 Cr and the Latest NAV as of 20 Jan 2021 is ₹154.69.
The Quant Tax Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
Investment Objective
The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
