Name: Quant Tax Plan IDCW
Brand: Quant Mutual Fund

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Quant Tax Plan IDCW
Equity
ELSS
Very High Risk
3Y Lock Inlock
75.86%
1Y return
-2.23% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 20 Sep 2021₹28.73
Min. SIP amountNA
Rating5star
Fund size₹368.44 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns75.9%30.0%22.7%15.2%
Category average54.9%14.2%14.3%NA
Rank with in category111NA
Understand termsinfo
Holdings (44)NameSectorInstrumentAssets
Reliance Industries Ltd.
EnergyEquity9.6%
Vedanta Ltd.
MetalsEquity8.2%
State Bank of India
FinancialEquity7.9%
ITC Ltd.
FMCGEquity7.0%
HDFC Bank Ltd.
FinancialEquity5.8%
Indiabulls Real Estate Ltd.
ConstructionEquity5.5%
Oracle Financial Services Software Ltd.
TechnologyEquity4.9%
ICICI Bank Ltd.
FinancialEquity3.7%
Adani Ports and Special Economic Zone Ltd.
ServicesEquity3.6%
ICICI Securities Ltd.
FinancialEquity3.3%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Equity ELSS
thumb_up_altPros
Age is more than 10 years
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
Exit load is zero
thumb_down_altCons
Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.25%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
2.25%
31 Jul 2021 - 31 Aug 2021
2.25%
30 Jun 2021 - 31 Jul 2021
2.25%
31 May 2021 - 30 Jun 2021
2.25%
30 Apr 2021 - 31 May 2021
2.48%
31 Mar 2021 - 30 Apr 2021
2.25%
28 Feb 2021 - 31 Mar 2021
2.48%
31 Jan 2021 - 28 Feb 2021
2.48%
31 Dec 2020 - 31 Jan 2021
2.48%
30 Nov 2020 - 31 Dec 2020
2.48%
31 Oct 2020 - 30 Nov 2020
2.48%
30 Sep 2020 - 31 Oct 2020
2.25%
31 Aug 2020 - 30 Sep 2020
2.48%
31 Jul 2020 - 31 Aug 2020
2.48%
30 Jun 2020 - 31 Jul 2020
2.48%
31 May 2020 - 30 Jun 2020
2.48%
30 Apr 2020 - 31 May 2020
2.48%
31 Mar 2020 - 30 Apr 2020
2.48%
29 Feb 2020 - 31 Mar 2020
2.48%
31 Jan 2020 - 29 Feb 2020
2.48%
31 Dec 2019 - 31 Jan 2020
2.48%
30 Nov 2019 - 31 Dec 2019
2.48%
31 Oct 2019 - 30 Nov 2019
2.48%
30 Sep 2019 - 31 Oct 2019
2.48%
31 Aug 2019 - 30 Sep 2019
2.48%
31 Jul 2019 - 31 Aug 2019
2.48%
30 Jun 2019 - 31 Jul 2019
2.48%
31 May 2019 - 30 Jun 2019
2.48%
30 Apr 2019 - 31 May 2019
2.48%
31 Mar 2019 - 30 Apr 2019
2.50%
28 Feb 2019 - 31 Mar 2019
2.50%
31 Jan 2019 - 28 Feb 2019
2.50%
31 Dec 2018 - 31 Jan 2019
2.50%
30 Nov 2018 - 31 Dec 2018
2.50%
31 Oct 2018 - 30 Nov 2018
2.50%
30 Sep 2018 - 31 Oct 2018
2.50%
31 Aug 2018 - 30 Sep 2018
2.50%
31 Jul 2018 - 31 Aug 2018
2.50%
30 Jun 2018 - 31 Jul 2018
2.50%
31 May 2018 - 30 Jun 2018
2.50%
30 Apr 2018 - 31 May 2018
2.50%
31 Mar 2018 - 30 Apr 2018
2.50%
Expense ratio, exit load and taxExpense ratio: 2.25%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationUpto 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 amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSanjeev Sharma
Feb 2017 - Present
View details
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Education
Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience
He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Also manages these schemes
Quant Dynamic Bond Fund IDCW Monthly
Quant Dynamic Bond Fund Growth
Quant Dynamic Bond Fund Bonus
Quant Tax Plan IDCW
Quant Tax Plan Growth
Quant Small Cap Fund IDCW
Quant Small Cap Fund Growth
Quant Active Fund IDCW
Quant Active Fund Growth
Quant Mid Cap Fund Growth
Quant Mid Cap Fund IDCW Monthly
Quant Absolute Fund IDCW
Quant Absolute Fund Growth
Quant Multi Asset Fund IDCW
Quant Multi Asset Fund Growth
Quant Liquid Plan Growth
Quant Liquid Plan IDCW Daily
Quant Liquid Plan IDCW Monthly
Quant Money Market Fund Growth
Quant Money Market Fund IDCW
Quant Large and Mid Cap Fund Growth
Quant Large and Mid Cap Fund IDCW
Quant Large and Mid Cap Fund Bonus
Quant Infrastructure Fund IDCW
Quant Infrastructure Fund Growth
Quant Focused Fund IDCW
Quant Focused Fund Growth
Quant Consumption Fund Growth
Quant Consumption Fund IDCW
Quant Absolute Fund Direct IDCW
Quant Absolute Fund Direct Growth
Quant Multi Asset Fund Direct Growth
Quant Active Fund Direct IDCW
Quant Active Fund Direct Growth
Quant Large and Mid Cap Fund Direct Bonus
Quant Large and Mid Cap Fund Direct IDCW
Quant Large and Mid Cap Fund Direct Growth
Quant Small Cap Fund Direct Plan IDCW
Quant Small Cap Fund Direct Plan Growth
Quant Dynamic Bond Fund Direct Growth
Quant Dynamic Bond Fund Direct Bonus
Quant Infrastructure Fund Direct IDCW
Quant Infrastructure Fund Direct Growth
Quant Focused Fund Direct Growth
Quant Focused Fund Direct IDCW
Quant Liquid Direct Plan IDCW Daily
Quant Liquid Direct Plan Growth
Quant Liquid Direct Plan IDCW Monthly
Quant Liquid Direct Plan IDCW Weekly
Quant Mid Cap Fund Direct IDCW Monthly
Quant Mid Cap Fund Direct Growth
Quant Consumption Fund Direct IDCW
Quant Consumption Fund Direct Growth
Quant Money Market Fund Direct IDCW
Quant Money Market Fund Direct Growth
Quant Tax Plan Direct IDCW
Quant Tax Plan Direct Growth
Quant ESG Equity Fund Regular Growth
Quant ESG Equity Fund Direct Growth
Shamil Mehra
Apr 2018 - Present
View details
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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.
Also manages these schemes
Quant Dynamic Bond Fund IDCW Monthly
Quant Dynamic Bond Fund Growth
Quant Dynamic Bond Fund Bonus
Quant Tax Plan IDCW
Quant Tax Plan Growth
Quant Small Cap Fund IDCW
Quant Small Cap Fund Growth
Quant Active Fund IDCW
Quant Active Fund Growth
Quant Mid Cap Fund Growth
Quant Mid Cap Fund IDCW Monthly
Quant Absolute Fund IDCW
Quant Absolute Fund Growth
Quant Large and Mid Cap Fund Growth
Quant Large and Mid Cap Fund IDCW
Quant Large and Mid Cap Fund Bonus
Quant Infrastructure Fund IDCW
Quant Infrastructure Fund Growth
Quant Focused Fund IDCW
Quant Focused Fund Growth
Quant Consumption Fund Growth
Quant Consumption Fund IDCW
Quant Absolute Fund Direct IDCW
Quant Absolute Fund Direct Growth
Quant Active Fund Direct IDCW
Quant Active Fund Direct Growth
Quant Large and Mid Cap Fund Direct Bonus
Quant Large and Mid Cap Fund Direct IDCW
Quant Large and Mid Cap Fund Direct Growth
Quant Small Cap Fund Direct Plan IDCW
Quant Small Cap Fund Direct Plan Growth
Quant Dynamic Bond Fund Direct Growth
Quant Dynamic Bond Fund Direct Bonus
Quant Infrastructure Fund Direct IDCW
Quant Infrastructure Fund Direct Growth
Quant Focused Fund Direct Growth
Quant Focused Fund Direct IDCW
Quant Mid Cap Fund Direct IDCW Monthly
Quant Mid Cap Fund Direct Growth
Quant Consumption Fund Direct IDCW
Quant Consumption Fund Direct Growth
Quant Tax Plan Direct IDCW
Quant Tax Plan Direct Growth
Rochan Pattnayak
Oct 2019 - Present
View details
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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.
Also manages these schemes
Quant Dynamic Bond Fund IDCW Monthly
Quant Dynamic Bond Fund Growth
Quant Dynamic Bond Fund Bonus
Quant Tax Plan IDCW
Quant Tax Plan Growth
Quant Small Cap Fund IDCW
Quant Small Cap Fund Growth
Quant Active Fund IDCW
Quant Active Fund Growth
Quant Mid Cap Fund Growth
Quant Mid Cap Fund IDCW Monthly
Quant Absolute Fund IDCW
Quant Absolute Fund Growth
Quant Multi Asset Fund IDCW
Quant Multi Asset Fund Growth
Quant Large and Mid Cap Fund Growth
Quant Large and Mid Cap Fund IDCW
Quant Large and Mid Cap Fund Bonus
Quant Infrastructure Fund IDCW
Quant Infrastructure Fund Growth
Quant Focused Fund IDCW
Quant Focused Fund Growth
Quant Consumption Fund Growth
Quant Consumption Fund IDCW
Quant Absolute Fund Direct IDCW
Quant Absolute Fund Direct Growth
Quant Multi Asset Fund Direct Growth
Quant Active Fund Direct IDCW
Quant Active Fund Direct Growth
Quant Large and Mid Cap Fund Direct Bonus
Quant Large and Mid Cap Fund Direct IDCW
Quant Large and Mid Cap Fund Direct Growth
Quant Small Cap Fund Direct Plan IDCW
Quant Small Cap Fund Direct Plan Growth
Quant Dynamic Bond Fund Direct Growth
Quant Dynamic Bond Fund Direct Bonus
Quant Infrastructure Fund Direct IDCW
Quant Infrastructure Fund Direct Growth
Quant Focused Fund Direct Growth
Quant Focused Fund Direct IDCW
Quant Mid Cap Fund Direct IDCW Monthly
Quant Mid Cap Fund Direct Growth
Quant Consumption Fund Direct IDCW
Quant Consumption Fund Direct Growth
Quant Tax Plan Direct IDCW
Quant Tax Plan Direct Growth
Vasav Sahgal
Jun 2019 - Present
View details
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Education
B.Com. and CFA
Experience
Prior to joining Quant Mutual Fund, he has worked with Eqestar capital as Equity Research Analyst.
Also manages these schemes
Quant Dynamic Bond Fund IDCW Monthly
Quant Dynamic Bond Fund Growth
Quant Dynamic Bond Fund Bonus
Quant Tax Plan IDCW
Quant Tax Plan Growth
Quant Small Cap Fund IDCW
Quant Small Cap Fund Growth
Quant Active Fund IDCW
Quant Active Fund Growth
Quant Mid Cap Fund Growth
Quant Mid Cap Fund IDCW Monthly
Quant Absolute Fund IDCW
Quant Absolute Fund Growth
Quant Multi Asset Fund IDCW
Quant Multi Asset Fund Growth
Quant Large and Mid Cap Fund Growth
Quant Large and Mid Cap Fund IDCW
Quant Large and Mid Cap Fund Bonus
Quant Infrastructure Fund IDCW
Quant Infrastructure Fund Growth
Quant Focused Fund IDCW
Quant Focused Fund Growth
Quant Consumption Fund Growth
Quant Consumption Fund IDCW
Quant Absolute Fund Direct IDCW
Quant Absolute Fund Direct Growth
Quant Multi Asset Fund Direct Growth
Quant Active Fund Direct IDCW
Quant Active Fund Direct Growth
Quant Large and Mid Cap Fund Direct Bonus
Quant Large and Mid Cap Fund Direct IDCW
Quant Large and Mid Cap Fund Direct Growth
Quant Small Cap Fund Direct Plan IDCW
Quant Small Cap Fund Direct Plan Growth
Quant Dynamic Bond Fund Direct Growth
Quant Dynamic Bond Fund Direct Bonus
Quant Infrastructure Fund Direct IDCW
Quant Infrastructure Fund Direct Growth
Quant Focused Fund Direct Growth
Quant Focused Fund Direct IDCW
Quant Mid Cap Fund Direct IDCW Monthly
Quant Mid Cap Fund Direct Growth
Quant Consumption Fund Direct IDCW
Quant Consumption Fund Direct Growth
Quant Tax Plan Direct IDCW
Quant Tax Plan Direct Growth
Quant ESG Equity Fund Regular Growth
Quant ESG Equity Fund Direct Growth
Ankit A Pande
May 2020 - Present
View details
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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.
Also manages these schemes
Quant Dynamic Bond Fund IDCW Monthly
Quant Dynamic Bond Fund Growth
Quant Dynamic Bond Fund Bonus
Quant Tax Plan IDCW
Quant Tax Plan Growth
Quant Small Cap Fund IDCW
Quant Small Cap Fund Growth
Quant Active Fund IDCW
Quant Active Fund Growth
Quant Mid Cap Fund Growth
Quant Mid Cap Fund IDCW Monthly
Quant Absolute Fund IDCW
Quant Absolute Fund Growth
Quant Multi Asset Fund IDCW
Quant Multi Asset Fund Growth
Quant Large and Mid Cap Fund Growth
Quant Large and Mid Cap Fund IDCW
Quant Large and Mid Cap Fund Bonus
Quant Infrastructure Fund IDCW
Quant Infrastructure Fund Growth
Quant Focused Fund IDCW
Quant Focused Fund Growth
Quant Consumption Fund Growth
Quant Consumption Fund IDCW
Quant Absolute Fund Direct IDCW
Quant Absolute Fund Direct Growth
Quant Multi Asset Fund Direct Growth
Quant Active Fund Direct IDCW
Quant Active Fund Direct Growth
Quant Large and Mid Cap Fund Direct Bonus
Quant Large and Mid Cap Fund Direct IDCW
Quant Large and Mid Cap Fund Direct Growth
Quant Small Cap Fund Direct Plan IDCW
Quant Small Cap Fund Direct Plan Growth
Quant Dynamic Bond Fund Direct Growth
Quant Dynamic Bond Fund Direct Bonus
Quant Infrastructure Fund Direct IDCW
Quant Infrastructure Fund Direct Growth
Quant Focused Fund Direct Growth
Quant Focused Fund Direct IDCW
Quant Mid Cap Fund Direct IDCW Monthly
Quant Mid Cap Fund Direct Growth
Quant Consumption Fund Direct IDCW
Quant Consumption Fund Direct Growth
Quant Tax Plan Direct IDCW
Quant Tax Plan Direct Growth
Quant ESG Equity Fund Regular Growth
Quant ESG Equity Fund Direct Growth
Fund house & investment objective
keyboard_arrow_down
Quant Mutual Fund
Rank (total assets)#34 in India
Total AUM747.44 Cr
Date of Incorporation15 Apr 1996
Quant Tax Plan IDCW is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 15 Apr 1996. Sanjeev 
Quant Tax Plan IDCW is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 15 Apr 1996. Sanjeev Sharma is the Current Fund Manager of Quant Tax Plan IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹747 Cr and the Latest NAV as of 20 Sep 2021 is ₹28.73.
The Quant Tax Plan IDCW is rated Very High risk. Minimum SIP Investment is set to 500. ...Read more
Investment Objective
The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give
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.
...Read more
Fund benchmarkNIFTY 50 TRI
descriptionScheme Information Document(SID)
Fund house contact details
keyboard_arrow_down
Address
6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-62955000
Launch Date
15 Apr 1996
E-mail
[email protected]
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
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	75.9%	30.0%	22.7%	15.2%
Category average	54.9%	14.2%	14.3%	NA
Rank with in category	1	1	1	NA

Name	Sector	Instrument	Assets
Reliance Industries Ltd.	Energy	Equity	9.6%
Vedanta Ltd.	Metals	Equity	8.2%
State Bank of India	Financial	Equity	7.9%
ITC Ltd.	FMCG	Equity	7.0%
HDFC Bank Ltd.	Financial	Equity	5.8%
Indiabulls Real Estate Ltd.	Construction	Equity	5.5%
Oracle Financial Services Software Ltd.	Technology	Equity	4.9%
ICICI Bank Ltd.	Financial	Equity	3.7%
Adani Ports and Special Economic Zone Ltd.	Services	Equity	3.6%
ICICI Securities Ltd.	Financial	Equity	3.3%

Rating	5
Fund size	₹368.44 Cr