Quant Tax Plan - Growth - Regular Plan

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  • 5.71 %Nav, as on 20-09-2019

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  • Net Change on 20-09-2019

  • PersonalFN Rating

    Quant Tax Plan - Growth - Regular Plan 1 PersonalFN

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 -3.18 -8.15 -10.14 4.49 10.71 11.59
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54

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 -10.14 4.49 10.71 2.48 9.36
Axis Long Term Equity Fund - Growth Dec 29, 2009 -1.85 9.11 10.35 1.76 19,236.11
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -17.56 -2.26 1.88 1.95 9,186.62
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 -10.60 6.18 9.68 2.07 8,561.62
HDFC TaxSaver-Growth Plan Mar 31, 1996 -9.18 3.80 4.24 1.98 6,782.96
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -7.95 2.07 4.79 1.98 6,682.73

Fund Holdings as on 31-August-2019

  • HDFC LIFE INSURANCE CO LTD

  • ICICI PRUDENTIAL LIFE INSURANCE CO LTD

  • LARSEN AND TOUBRO LTD

  • ICICI BANK LTD

  • BANK OF BARODA

  • AMBUJA CEMENTS LTD

  • STATE BANK OF INDIA

  • a) Other Receivables (Payables)

  • RELIANCE NIPPON LIFE ASSET MANAGEMENT LTD

  • AUROBINDO PHARMA LTD

  • MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD

  • ADANI PORTS & SEZ LTD

  • ACC LTD

  • SIEMENS LTD

  • EICHER MOTORS LTD.

  • PARAG MILK FOODS LTD

  • HDFC BANK LTD

  • THE FEDERAL BANK LTD

  • STYLAM INDUSTRIES LTD

  • BIRLA CORPORATION LTD

  • JK LAKSHMI CEMENT LTD.

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  • Insurance

  • Bank - Private

  • Bank - Public

  • Cement & Construction Materials

  • Engineering - Construction

  • Miscellaneous

  • Finance - Asset Management

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Port

  • Electric Equipment

  • Automobile Two & Three Wheelers

  • Consumer Food

  • Laminates/Decoratives

  • Diversified

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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 ₹9.36 crore. Quant Tax Plan is benchmarked against NIFTY 50 - TRI as primary index.

The NAV of Quant Tax Plan ended up ₹4.84(5.71%)yesterday to ₹89.49.

Among its top 3 holdings the fund has exposure to HDFC LIFE INSURANCE CO LTD, ICICI PRUDENTIAL LIFE INSURANCE CO LTD and LARSEN AND TOUBRO LTD

The Quant Tax Plan is managed by Sanjeev Sharma and Vasav Sahgal.

Fund House Contact

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

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

Fund Manager

  • Cash

  • Equity

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