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Quant Tax Plan Growth-1.21%

50.53%
1 Year Return
Equity
ELSS
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Quant Tax Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.48%
NAV₹143.85 (22 Jan 2021)
Fund Started31 Mar 2000
Fund Size35 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
50.5%
14.1%
20.1%
12.8%
Category Average
18.1%
5.8%
13.5%
-
Rank Within Category
1
1
2
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 50.5% returns per annum

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

NameSectorInstrument% Assets
Tata Elxsi Ltd.TechnologyEquity7.4%
Fortis Healthcare (India) LtdHealthcareEquity7.2%
Bharti Airtel Ltd.CommunicationEquity7.0%
Sun Pharmaceutical Inds. Ltd.HealthcareEquity6.8%
Stylam Industries Ltd.FMCGEquity6.7%
HCL Technologies Ltd.TechnologyEquity5.8%
Hindustan Unilever Ltd.FMCGEquity4.7%
Alembic Pharmaceuticals Ltd.HealthcareEquity4.3%
Divi's Laboratories Ltd.HealthcareEquity4.3%
Adani Ports and Special Economic Zone Ltd.ServicesEquity4.1%
See All

Fund Managers

Sanjeev Sharma
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Shamil Mehra
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Rochan Pattnayak
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Vasav Sahgal
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Ankit A Pande
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Quant Tax Plan Growth Details

Quant Tax Plan Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹35 Cr and the Latest NAV as of 22 Jan 2021 is ₹143.85.

The Quant Tax Plan 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)

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

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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
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,
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