Quant Tax Plan Growth+1.69%

4
20.38%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Quant Tax Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.48%
NAV104.66 (03 Aug 2020)
Fund Started31 Mar 2000
Fund Size10 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quant Tax Plan Growth
20.4%
5.8%
11.9%
12.1%
Category Average
-16.6%
-3.7%
6.3%
-
Rank within category
11
10
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 20.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Exit load is zero
    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

    Top Holdings

    NameSectorInstrument% Assets
    Strides Pharma Science Ltd.HealthcareEquity7.8%
    Neuland Laboratories Ltd.HealthcareEquity7.4%
    Bharti Airtel Ltd.CommunicationEquity6.7%
    BASF India Ltd.ChemicalsEquity6.7%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity6.0%
    Hindustan Unilever Ltd.FMCGEquity5.7%
    Sumitomo Chemical India Pvt. Ltd.OthersEquity4.7%
    ITC Ltd.FMCGEquity4.3%
    Rallis India Ltd.ChemicalsEquity3.3%
    Godrej Agrovet Ltd.FMCGEquity3.3%
    See All

    Fund Managers

    addSanjeev Sharma
    Education
    Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
    Experience
    Funds Managed

    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 ₹10 Cr and the Latest NAV as of 03 Aug 2020 is ₹104.66.

    The Quant Tax Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

    Investment Objective

    A tax planning scheme aims to provide tax benefits along with capital appreciation by investing predominantly in a well diversified portfolio of Equity Shares with growth potential. This income may be complemented by possible 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
    Premises No. - 2/90, Block – P, Connaught Circus, New Delhi 110001
    Phone
    011-43587415, 43587420
    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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