Quant Tax Plan - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP 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 4.51 23.44 113.83 28.28 23.22 14.91
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 113.83 28.28 23.22 2.48 203.59
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 56.87 14.72 16.38 1.67 29,575.29
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 40.82 8.04 12.59 1.81 13,949.95
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 68.24 5.68 8.24 1.71 11,667.38
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 63.86 12.88 12.57 1.77 9,900.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 61.00 13.08 13.67 1.97 8,846.36

Fund Holdings as on 31-May-2021

  • ITC Limited

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • State Bank of India

  • ICICI Securities Limited

  • Stylam Industries Limited

  • Fortis Healthcare Ltd

  • Sun Pharmaceutical Industries Limited

  • TREPS 01-Jun-2021 DEPO 10

  • Indiabulls Real Estate Ltd

  • Caplin Point Laboratories Ltd

  • Just Dial Limited

  • Bharat Forge Limited

  • Thyrocare Technologies Limited

  • Aurobindo Pharma Limited

  • Vedanta Limited

  • EID Parry (India) Ltd

  • Punjab National Bank

  • Rossari Biotech Limited

  • Oracle Financial Services Software Ltd

  • General Insurance Corporation of India

  • Cadila Healthcare Ltd

  • Tech Mahindra Limited

  • Grasim Industries Ltd

  • Lupin Limited

  • Hindustan Copper Limited

  • Nureca Limited

  • Coal India Ltd

  • Welspun India Limited

  • GMM Pfaudler Limited

  • Tata Steel Long Products Limited

  • Ineos Styrolution India Ltd

  • Oil and Natural Gas Corporation Ltd.

  • Marksans Pharma Limited

  • GAIL (India) Limited

  • PTC India Financial Services Ltd

  • EPL Limited

  • IDFC First Bank Limited

  • Housing Development Finance Corp Ltd.

  • Aditya Birla Fashion And Retail Ltd

  • HFCL Limited

  • NCA-NET CURRENT ASSETS

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  • Pharmaceuticals & Drugs

  • Cigarettes/Tobacco

  • Bank - Public

  • Hospital & Healthcare Services

  • Bank - Private

  • Telecommunication - Service Provider

  • Finance - Stock Broking

  • Metal - Non Ferrous

  • Laminates/Decoratives

  • IT - Software

  • Construction - Real Estate

  • Miscellaneous

  • Forgings

  • Chemicals

  • Sugar

  • Insurance

  • Diversified

  • Trading

  • Mining & Minerals

  • Textile

  • Engineering - Industrial Equipments

  • Steel/Sponge Iron/Pig Iron

  • Oil Exploration

  • Industrial Gases & Fuels

  • Finance - NBFC

  • Plastic Products

  • Retailing

  • Finance - Housing

  • Telecommunication - Equipment

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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 ₹203.59 crore. Quant Tax Plan is benchmarked against NIFTY 50 - TRI as primary index.

The NAV of Quant Tax Plan ended down ₹-2.41(-1.25%)yesterday to ₹191.0984.

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