Quant Tax Plan Direct Growth+1.13%

3
-13.91%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Quant Tax Plan Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.57%
NAV85.33 (27 May 2020)
Fund Started07 Jan 2013
Fund Size9 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quant Tax Plan Direct Growth
-13.9%
1.0%
7.6%
11.1%
Category Average
-21.0%
-6.2%
3.5%
-
Rank within category
2
8
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -13.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bharti Airtel Ltd.CommunicationEquity9.8%
    Bayer CropScience Ltd.HealthcareEquity8.3%
    SBI Life Insurance Company Ltd.FinancialEquity7.4%
    Nippon Life India Asset Management Ltd.FinancialEquity6.9%
    Biocon Ltd.HealthcareEquity6.0%
    Godrej Agrovet Ltd.FMCGEquity5.7%
    Sumitomo Chemical India Pvt. Ltd.OthersEquity4.9%
    Strides Pharma Science Ltd.HealthcareEquity4.8%
    Vinati Organics Ltd.ChemicalsEquity4.4%
    Cadila Healthcare Ltd.HealthcareEquity4.1%
    See All

    Fund Managers

    addSanjeev Sharma
    Education
    Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
    Experience
    Funds Managed

    Quant Tax Plan Direct Growth Details

    Quant Tax Plan Direct Growth is a Equity Mutual Fund Scheme launched by Escorts 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 ₹9 Cr and the Latest NAV as of 27 May 2020 is ₹85.33.

    The Quant Tax Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100.

    Investment Objective

    A tax planning scheme aims to provide tax benefits along with capital appreciation by investing predominantly in a well diversified portfolio of Equity Shares with growth potential. This income may be complemented by possible 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%.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Escorts Mutual Fund

    Address
    Premises No. - 2/90, Block – P, Connaught Circus, New Delhi 110001
    Phone
    011-43587415, 43587420
    Launch Date
    15 Apr 1996
    Website
    NA
    Quant Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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