Quant Tax Plan - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

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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 2.65 6.95 15.22 38.62 22.66 15.38
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 15.22 38.62 22.66 2.62 2,126.60
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 Unrated -10.22 11.76 10.94 1.60 31,623.92
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated 0.98 9.29 6.70 1.75 13,943.84
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 4.48 19.89 14.88 1.72 13,546.14
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 9.59 15.33 5.12 1.73 12,051.94
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 10.42 19.65 11.45 1.79 11,599.86

Fund Holdings as on 31-October-2022

  • ITC Limited

  • Ambuja Cements Ltd

  • State Bank of India

  • Adani Ports & Special Economic Zone Ltd

  • Reliance Industries Limited

  • Patanjali Foods Limited

  • NTPC Limited

  • Kotak Mahindra Bank Limited

  • Zee Entertainment Ent Ltd

  • Indian Hotels Co Ltd

  • NCA-NET CURRENT ASSETS

  • Punjab National Bank

  • Maruti Suzuki India Limited

  • Infosys Limited

  • Siemens Ltd

  • IRB Infrastructure Developers Limited

  • Sun Pharmaceutical Industries Limited

  • Tata Consumer Products Ltd

  • HFCL Limited

  • Tata Communications Limited

  • Linde India Ltd.

  • Bharti Airtel Limited

  • Piramal Enterprises Limited

  • TV18 Broadcast Ltd

  • Grasim Industries Ltd

  • ICICI Lombard General Insurance Company Ltd.

  • UPL Limited

  • HDFC Life Insurance Co Ltd

  • Piramal Pharma Limited

  • VRL Logistics Limited

  • Oracle Financial Services Software Ltd

  • Housing Development Finance Corp Ltd.

  • United Spirits Limited

  • Escorts Kubota Limited

  • Aegis Logistics Limited

  • Fortis Healthcare Ltd

  • Stylam Industries Limited

  • Bosch Limited

  • Caplin Point Laboratories Ltd

  • Trent Ltd

  • SUN TV Network Limited

  • CRISIL Limited

  • Hindustan Copper Limited

  • TREPS 01-Nov-2022 DEPO 10

  • Tata Motors Limited

  • S. P. Apparels Limited

  • Mahindra & Mahindra Financial Ser Ltd

  • Aditya Birla Fashion And Retail Ltd

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  • Bank - Public

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Port

  • Refineries

  • Edible Oil

  • TV Broadcasting & Software Production

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Hotel, Resort & Restaurants

  • Telecommunication - Service Provider

  • IT - Software

  • Miscellaneous

  • Insurance

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Engineering - Construction

  • Tea/Coffee

  • Telecommunication - Equipment

  • Logistics

  • Industrial Gases & Fuels

  • Diversified

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Breweries & Distilleries

  • Automobiles-Tractors

  • Hospital & Healthcare Services

  • Laminates/Decoratives

  • Retailing

  • Auto Ancillary

  • Ratings

  • Metal - Non Ferrous

  • Automobiles-Trucks/Lcv

  • Textile

  • Finance - NBFC

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Fund Manager

  • Cash

  • Equity

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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 ₹2,126.60 crore. Quant Tax Plan is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Quant Tax Plan ended up ₹0.34(0.13%)yesterday to ₹256.5717.

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