6M
1Y
3Y
5Y
All
Fund Details
Quant Tax Plan IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.25% |
| NAV | ₹25.11 (07 May 2021) |
|---|---|
| Fund Started | 31 Mar 2000 |
| Fund Size | ₹106 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
126.7%
25.6%
23.2%
12.8%
Category Average
53.0%
8.1%
12.7%
-
Rank Within Category
1
1
1
-
*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 126.7% 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. 10Y Returns are higher than the category average returns
6. 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%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Stylam Industries Ltd. | FMCG | Equity | 4.9% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 4.3% |
| Thyrocare Technologies Ltd. | Healthcare | Equity | 4.1% |
| Infosys Ltd. | Technology | Equity | 3.9% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.9% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 3.8% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 3.5% |
| Tech Mahindra Ltd. | Technology | Equity | 3.5% |
| Bharti Airtel Ltd. | Communication | Equity | 3.5% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 3.3% |
See All
Fund Managers
Sanjeev Sharma
Shamil Mehra
Rochan Pattnayak
Vasav Sahgal
Ankit A Pande
Quant Tax Plan IDCW Details
Quant Tax Plan IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹106 Cr and the Latest NAV as of 07 May 2021 is ₹25.11.
The Quant Tax Plan IDCW 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
Compare Funds
Quant Tax Plan IDCW
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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
[email protected]Website
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,
Email
[email protected]Website
www.karvymfs.comSimilar Funds
