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Quant Tax Plan Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
102.22%
1Y return
+0.82% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹208.12
Min. SIP Amount₹500
Rating5star
Fund Size₹257.55 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns102.2%30.7%23.7%15.3%
Category average54.9%14.2%14.3%NA
Rank with in category111NA
Understand termsinfo

Holdings (43)

NameSectorInstrumentAssets
ITC Ltd.FMCGEquity6.2%
Aurobindo Pharma Ltd.HealthcareEquity5.7%
Bharti Airtel Ltd.CommunicationEquity5.6%
Indiabulls Real Estate Ltd.ConstructionEquity5.5%
Vedanta Ltd.MetalsEquity4.8%
ICICI Securities Ltd.FinancialEquity4.2%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity4.2%
State Bank of India
FinancialEquity4.1%
HFCL Ltd.CommunicationEquity3.8%
Fortis Healthcare Ltd.
HealthcareEquity3.5%
See All

Pros and cons

Category: Equity ELSS

Pros

  • 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

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.25%

Expense ratio, exit load and tax

Expense ratio: 2.25%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Sanjeev Sharma
Feb 2017 - Present
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Shamil Mehra
Apr 2018 - Present
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Rochan Pattnayak
Oct 2019 - Present
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Vasav Sahgal
Jun 2019 - Present
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Ankit A Pande
May 2020 - Present
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Fund house & investment objective

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Fund house contact details

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