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 5.96 1.35 55.21 35.91 25.44 15.36
NIFTY 500 - 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 55.21 35.91 25.44 2.62 658.11
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 20.99 20.64 18.59 1.64 33,784.80
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated 10.37 11.38 12.84 1.77 14,462.79
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 34.24 13.34 9.58 1.81 12,023.75
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated 25.19 17.30 14.12 1.75 10,911.91
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 29.48 23.96 21.35 1.77 10,660.11

Fund Holdings as on 31-December-2021

  • ITC Limited

  • Vedanta Limited

  • Adani Enterprises Limited

  • State Bank of India

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Adani Ports & Special Economic Zone Ltd

  • HFCL Limited

  • ICICI Bank Limited

  • Indiabulls Real Estate Ltd

  • IRB Infrastructure Developers Limited

  • United Spirits Limited

  • Indiabulls Housing Finance Ltd

  • VRL Logistics Limited

  • Container Corporation of India Ltd

  • Fortis Healthcare Ltd

  • NCA-NET CURRENT ASSETS

  • Caplin Point Laboratories Ltd

  • Prestige Estates Projects Ltd

  • Stylam Industries Limited

  • Linde India Ltd.

  • Gokaldas Exports Ltd

  • Arvind Limited

  • Piramal Enterprises Limited

  • Just Dial Limited

  • Bharti Airtel Limited

  • Union Bank of India

  • SUN TV Network Limited

  • Tata Steel Limited

  • CRISIL Limited

  • Macrotech Developers Limited

  • Himatsingka Seide Limited

  • Canara Bank

  • S. P. Apparels Limited

  • Welspun Corp Limited

  • India Pesticides Limited

  • ICICI Lombard General Insurance Company Ltd.

  • TREPS 03-Jan-2022 DEPO 10

  • Nureca Limited

  • The India Cements Limited

  • EID Parry (India) Ltd

  • TV Today Network Limited

  • Bank of Baroda

  • Multi Commodity Exchange of India Ltd.

  • Indian Bank

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Fund Manager

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About Quant Tax Plan

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 ₹658.11 crore. Quant Tax Plan is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Quant Tax Plan ended down ₹-3.39(-1.48%)yesterday to ₹226.0017.

Among its top 3 holdings the fund has exposure to ITC 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