6M
1Y
3Y
5Y
All
Fund Details
Quant Tax Plan Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.48% |
| NAV | ₹17.05 (26 Nov 2020) |
|---|---|
| Fund Started | 31 Mar 2000 |
| Fund Size | ₹19 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
28.1%
9.4%
15.5%
10.8%
Category Average
8.8%
3.9%
9.6%
-
Rank Within Category
1
3
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
as per Historical Returns
₹0
with 28.1% annual returns
Comparison
Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
5. 3Y Returns are higher than the category average returns
6. 5Y Returns are higher than the category average returns
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. Risk is higher compared to the benchmark
4. Higher expense ratio
5. 1Y Returns are lower than the benchmark
6. 3Y Returns are lower than the benchmark
7. 5Y Returns are lower than the benchmark
8. 10Y Returns are lower than the benchmark
9. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
10. Risk-adjusted returns are lower compared to the category
11. Higher expense ratio - 2.48%
12. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Stylam Industries Ltd. | FMCG | Equity | 9.6% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 7.3% |
| Bharti Airtel Ltd. | Communication | Equity | 7.3% |
| Majesco Ltd. | Technology | Equity | 6.8% |
| Sumitomo Chemical India Pvt. Ltd. | Others | Equity | 6.2% |
| PTC India Financial Services Ltd. | Financial | Equity | 5.4% |
| ACC Ltd. | Construction | Equity | 5.4% |
| UFLEX Ltd. | Chemicals | Equity | 4.3% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 4.1% |
| Dalmia Bharat Ltd. | Construction | Equity | 3.8% |
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 ₹19 Cr and the Latest NAV as of 26 Nov 2020 is ₹17.05.
The Quant Tax Plan Dividend 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)
₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load
Compare Funds
Quant Tax Plan Dividend
VS
search
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
Data not available
