Quant Tax Plan Direct Growth+0.88%

25.22%
1 Year Return
Equity
ELSS
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Quant Tax Plan Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.57%
NAV₹121.06 (23 Oct 2020)
Fund Started07 Jan 2013
Fund Size₹17 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quant Tax Plan Direct Growth
25.2%
9.8%
16.0%
15.6%
Category Average
3.0%
2.4%
7.3%
-
Rank within category
1
2
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with 25.2% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

    Top Holdings

    NameSectorInstrument% Assets
    Strides Pharma Science Ltd.HealthcareEquity9.6%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity8.9%
    Bharti Airtel Ltd.CommunicationEquity7.9%
    Sumitomo Chemical India Pvt. Ltd.OthersEquity7.5%
    Majesco Ltd.TechnologyEquity6.9%
    Stylam Industries Ltd.FMCGEquity6.8%
    PTC India Financial Services Ltd.FinancialEquity6.0%
    Reliance Industries Ltd.EnergyEquity4.8%
    UFLEX Ltd.ChemicalsEquity4.6%
    Neuland Laboratories Ltd.HealthcareEquity4.4%
    See All

    Fund Managers

    addSanjeev Sharma
    Education
    Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
    Experience
    Funds Managed
    addShamil Mehra
    Education
    Mr. Mehra has done BS in Business Management from Purdue University, USA
    Experience
    Prior to joining Quant Money Managers Limited he has over 3 years experience as a macro analyst.
    Funds Managed
    addRochan Pattnayak
    Education
    Mr. Pattnayak has done MBA
    Experience
    Prior to joining Quant Mutual Fund, he has more than 10 years of professional experience in the area of equity derivatives market making, structured products and fundamental portfolio management both in India and UK.
    Funds Managed
    addVasav Sahgal
    Education
    B.Com. and CFA
    Experience
    Prior to joining Quant Mutual Fund, he has worked with Eqestar capital as Equity Research Analyst.
    Funds Managed
    addAnkit A Pande
    Education
    Mr. Pande has done CFA and MBA
    Experience
    Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
    Funds Managed

    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 ₹17 Cr and the Latest NAV as of 23 Oct 2020 is ₹121.06.

    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%.

    Scheme Information Document(SID)

    Click here
    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Quant Mutual Fund

    Address
    Premises No. - 2/90, Block – P, Connaught Circus, New Delhi 110001
    Phone
    011-43587415, 43587420
    Launch Date
    15 Apr 1996
    E-mail
    help@escortsmutual.com
    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,
    Email
    mfshyderabad@karvy.com
    Website
    www.karvymfs.com
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