Quant Tax Plan - Growth - Regular Plan

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  • Net Change on 26-06-2019

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    Quant Tax Plan - Growth - Regular Plan 1 PersonalFN
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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 -1.73 3.17 4.35 11.69 16.83 12.31
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 4.35 11.69 16.83 2.48 10.15
Axis Long Term Equity Fund - Growth Dec 29, 2009 5.34 14.20 15.15 1.81 19,817.30
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -0.76 7.67 8.33 1.98 10,914.29
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 29, 1996 -3.46 11.58 13.64 2.03 8,912.66
HDFC TaxSaver-Growth Plan Mar 31, 1996 5.98 12.41 8.46 1.98 7,544.77
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated 3.14 8.71 9.00 1.94 7,171.41

Fund Holdings as on 31-May-2019

  • a) Other Receivables (Payables)

  • HDFC LIFE INSURANCE CO LTD

  • DLF LTD

  • LARSEN AND TOUBRO LIMITED

  • STATE BANK OF INDIA

  • AMBUJA CEMENTS LTD

  • STYLAM INDUSTRIES LIMITED

  • ABB INDIA LIMITED

  • BANK OF BARODA

  • ADANI PORTS & SEZ LTD

  • AUROBINDO PHARMA LTD

  • CUMMINS INDIA LTD

  • HONEYWELL AUTOMATION INDIA LIMITED

  • INDIAN OIL CORPORATION LIMITED

  • POWER GRID CORPORATION OF INDIA LTD.

  • SUN PHARMACEUTICALS INDUSTRIES LTD

  • ICICI BANK LTD

  • BHARAT PETROLEUM CORPORATION LTD

  • PARAG MILK FOODS LIMITED

  • MARICO LIMITED

  • TECH MAHINDRA LTD

  • TATA CONSULTANCY SERVICES LTD

  • HCL TECHNOLOGIES LTD.

  • MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD

  • AXIS BANK LIMITED

  • ACC LTD

  • JK LAKSHMI CEMENT LTD.

  • NCC LTD

  • EID PARRY (INDIA) Ltd

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  • Bank - Public

  • Miscellaneous

  • Cement & Construction Materials

  • Insurance

  • Engineering - Construction

  • Construction - Real Estate

  • Pharmaceuticals & Drugs

  • Laminates/Decoratives

  • Electric Equipment

  • Refineries

  • Port

  • Diesel Engines

  • Consumer Durables - Electronics

  • IT - Software

  • Power Generation/Distribution

  • Bank - Private

  • Consumer Food

  • Finance - NBFC

  • Sugar

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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 ₹10.15 crore. Quant Tax Plan is benchmarked against NIFTY 50 - TRI as primary index.

The NAV of Quant Tax Plan ended up ₹0.88(0.94%)yesterday to ₹94.24.

Among its top 3 holdings the fund has exposure to a) Other Receivables (Payables), HDFC LIFE INSURANCE CO LTD and DLF LTD

The Quant Tax Plan is managed by Sanjeev Sharma and Shamil Mehra.

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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