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 7.84 35.86 -3.77 2.45 9.45 11.57
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 Unrated -3.77 2.45 9.45 2.48 9.24
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 -5.77 6.22 7.17 1.74 19,126.58
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 -2.96 3.32 6.84 1.93 9,176.96
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -24.98 -9.99 -2.02 2.02 7,573.02
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -10.27 -0.86 2.24 2.00 6,158.95
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated -19.24 -3.86 1.85 1.99 5,743.92

Fund Holdings as on 31-May-2020

  • Vinati Organics Ltd

  • Bharti Airtel Limited

  • BASF India Ltd

  • Aurobindo Pharma Ltd

  • Biocon Ltd

  • Strides Pharma Science Ltd

  • Dhanuka Agritech Limited

  • Chambal Fertilizers & Chemicals Ltd

  • Godrej Agrovet Limited

  • Sumitomo Chemical India Limited

  • ITC Ltd.

  • Cipla Ltd.

  • Dalmia Bharat Limited

  • Clariant Chemicals (India) Ltd

  • Other Receivables (Payables)

  • Indian Energy Exchange Limited

  • Lupin Ltd

  • Rallis India Ltd.

  • Reliance Industries Ltd.

  • Coromandel International Ltd

  • Glaxosmithkline Pharmaceuticals Ltd

  • Laurus Labs Ltd

  • Coal India Ltd

  • Bayer Cropscience Ltd

  • Schaeffler India Ltd

  • Caplin Point Laboratories Ltd

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  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Chemicals

  • Fertilizers

  • Telecommunication - Service Provider

  • Consumer Food

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Miscellaneous

  • Power Generation/Distribution

  • Refineries

  • Mining & Minerals

  • Bearings

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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 ₹9.24 crore. Quant Tax Plan is benchmarked against NIFTY 50 - TRI as primary index.

The NAV of Quant Tax Plan ended up ₹0.24(0.26%)yesterday to ₹91.9347.

Among its top 3 holdings the fund has exposure to Vinati Organics Ltd, and

The Quant Tax Plan is managed by Vasav Sahgal and Rochan Pattnayak.

Fund House Contact

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

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