Quant Tax Plan Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
51.36%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Mar 2023₹239.82
Min. SIP amount₹500
Rating5
Fund size₹2,779.06Cr

Return calculator

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

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.5%51.4%21.7%19.4%
Category average-0.4%29.8%10.3%NA
Rank with in category1511NA
Understand terms

Holdings (41)

NameSectorInstrumentAssets
ITC Ltd.Consumer StaplesEquity9.7%
Reliance Industries Ltd.EnergyEquity9.0%
HDFC Bank Ltd.FinancialEquity9.0%
State Bank of IndiaFinancialEquity6.6%
Larsen & Toubro Ltd.ConstructionEquity5.5%
Ultratech Cement Ltd.ConstructionEquity5.3%
NTPC Ltd.EnergyEquity5.2%
LTIMindtree Ltd.TechnologyEquity4.8%
Punjab National BankFinancialEquity2.9%
Patanjali Foods Ltd.Consumer StaplesEquity2.6%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Lock-in period: 3Y
Higher alpha: 18.09 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Exit load is zero
Lower expense ratio: 0.57%

Expense ratio, exit load and tax

Expense ratio: 0.57%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Vasav Sahgal
Apr 2022 - Present
View details

Education
B.Com. and CFA
Experience
Prior to joining Quant Mutual Fund, he has worked with Eqestar capital as Equity Research Analyst.
Also manages these schemes

Ankit A Pande
May 2020 - Present
View details

Education
Mr. Pande has done CFA and MBA
Experience
Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
Also manages these schemes

Chandramouli Alla
Apr 2022 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-62955000
Launch Date
15 Apr 1996
E-mail
NA
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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