Quant Tax Plan - Dividend - Direct Plan

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Fund Overview Dividend | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

To generate 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Quant Tax Plan-Dividend Option-Direct Plan 8.90 25.54 53.24 15.52 18.92 15.84
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Quant Tax Plan-Dividend Option-Direct Plan Jan 07, 2013 53.24 15.52 18.92 0.57 34.59
Axis Long Term Equity Fund - Direct Plan - Dividend option Jan 01, 2013 20.70 11.87 16.58 0.73 27,180.98
Aditya Birla Sun Life Tax Relief 96 - Dividend - Direct Plan Jan 01, 2013 17.33 6.27 14.37 0.94 13,037.35
Nippon India Tax Saver (ELSS) Fund- Direct Plan-Dividend Plan- Annual Dividend Payout Option Feb 10, 2015 Unrated 4.13 -5.82 7.45 1.13 10,563.69
Nippon India Tax Saver Fund - Direct Plan Dividend Plan - Dividend Payout Option Jan 01, 2013 Unrated 4.13 -5.77 7.48 1.13 10,563.69
SBI Long Term Equity Fund - DIRECT PLAN -DIVIDEND Jan 01, 2013 Unrated 19.43 4.70 12.05 1.28 8,766.65

Fund Holdings as on 31-December-2020

  • Tata Elxsi Limited

  • Fortis Healthcare Ltd

  • Bharti Airtel Limited

  • Sun Pharmaceuticals Industries Ltd

  • Stylam Industries Limited

  • HCL Technologies Ltd.

  • Hindustan Unilever Ltd.

  • Alembic Pharmaceuticals Limited

  • Divis Laboratories Ltd.

  • Adani Ports & Special Economic Zone Ltd

  • ICICI Lombard General Insurance Company Ltd.

  • Dabur India Ltd

  • PTC India Financial Services Ltd

  • Deepak Ferts & Petrochemicals Corp Ltd

  • Uflex Limited

  • Cadila Healthcare Ltd

  • NCA-NET CURRENT ASSETS

  • Nestle India Ltd.

  • Infosys Ltd.

  • Jubilant Life Sciences Ltd

  • Adani Enterprises Ltd

  • Neuland Laboratories Ltd

  • Tata Steel Long Products Limited

  • Caplin Point Laboratories Ltd

  • Bharat Rasayan Limited

  • Ineos Styrolution India Ltd

  • TREPS

  • Oracle Financial Services Software Ltd

  • Mastek Ltd

  • Linde India Ltd.

  • Godrej Agrovet Limited

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Laminates/Decoratives

  • Port

  • Miscellaneous

  • Insurance

  • Finance - NBFC

  • Consumer Food

  • Fertilizers

  • Plastic Products

  • Trading

  • Steel/Sponge Iron/Pig Iron

  • Pesticides & Agrochemicals

  • Chemicals

  • Industrial Gases & Fuels

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Fund Manager

Most Recent Dividend

  • 27/02/2018

  • 02/03/2017

  • 28/09/2016

  • Cash

  • Equity

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About Quant Tax Plan

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Scheme Analysis

Quant Tax Plan is a Equity - ELSS fund and belongs to Quant Mutual Fund. It was launched on 07-Jan-2013 and currently has an AUM of ₹34.59 crore. Quant Tax Plan is benchmarked against NIFTY 50 - TRI as primary index.

The NAV of Quant Tax Plan ended down ₹-0.25(-1.21%)yesterday to ₹20.1084.

Among its top 3 holdings the fund has exposure to Tata Elxsi Limited, and

The Quant Tax Plan is managed by Vasav Sahgal and Ankit Pande.

Fund House Contact

11, Scindia House, Connaught Circus, New Delhi - 110 001

011-43587415, 43587420
help@quant.in
011-43587432