Quant Tax Plan - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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-Growth 12.22 32.00 55.08 14.95 20.73 13.84
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-Growth Mar 31, 2000 55.08 14.95 20.73 2.48 34.59
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 19.67 12.00 15.62 1.62 27,180.98
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 15.34 5.16 12.89 1.86 13,037.35
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 1.39 -5.97 6.96 1.96 10,563.69
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 16.48 8.55 12.62 2.06 7,784.10
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 7.96 0.31 10.61 1.95 7,737.35

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

  • 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 31-Mar-2000 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 ₹-0.81(-0.55%)yesterday to ₹148.2561.

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