6M
1Y
3Y
5Y
All
Fund Details
Quant Tax Plan Dividend
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.48% |
| NAV | ₹21.67 (02 Mar 2021) |
|---|---|
| Fund Started | 31 Mar 2000 |
| Fund Size | ₹49 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
77.2%
19.3%
22.8%
12.8%
Category Average
32.6%
10.0%
15.5%
-
Rank Within Category
1
1
2
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 77.2% returns per annum
Comparison
Data not available
Pros
1. Age is more than 10 years
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
5. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.48%
3. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 8.0% |
| Fortis Healthcare (India) Ltd | Healthcare | Equity | 7.5% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 7.3% |
| ITC Ltd. | FMCG | Equity | 6.0% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 5.8% |
| Tech Mahindra Ltd. | Technology | Equity | 5.7% |
| Reliance Industries Ltd. | Energy | Equity | 5.3% |
| Stylam Industries Ltd. | FMCG | Equity | 4.8% |
| Infosys Ltd. | Technology | Equity | 3.6% |
| Jubilant Pharmova Ltd. | Healthcare | Equity | 3.1% |
See All
Fund Managers
Sanjeev Sharma
Shamil Mehra
Rochan Pattnayak
Vasav Sahgal
Ankit A Pande
Quant Tax Plan Dividend Details
Quant Tax Plan Dividend is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 31 Mar 2000. Sanjeev Sharma is the Current Fund Manager of Quant Tax Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹49 Cr and the Latest NAV as of 02 Mar 2021 is ₹21.67.
The Quant Tax Plan Dividend is rated Very 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)
₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load
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Quant Tax Plan Dividend
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About Quant Mutual Fund
Address
6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-62955000
Launch Date
15 Apr 1996
E-mail
help.investor@quant.inWebsite
NAQuant 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,
Website
www.karvymfs.comSimilar Funds
