Quant Tax Plan - Growth - Direct Plan

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Fund Overview Growth | Direct 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 Option-Direct Plan 7.61 22.53 105.80 33.05 25.27 22.50
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 Option-Direct Plan Jan 07, 2013 105.80 33.05 25.27 0.50 257.55
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 55.93 16.43 17.23 0.79 30,520.30
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 Unrated 38.42 9.63 13.31 0.89 14,044.14
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 65.60 8.47 9.43 1.19 11,671.52
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 53.19 14.82 13.22 1.23 10,169.08
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 59.74 14.70 14.66 1.19 8,965.26

Fund Holdings as on 30-June-2021

  • ITC Limited

  • Aurobindo Pharma Limited

  • Bharti Airtel Limited

  • Indiabulls Real Estate Ltd

  • Vedanta Limited

  • ICICI Securities Limited

  • Sun Pharmaceutical Industries Limited

  • State Bank of India

  • HFCL Limited

  • Fortis Healthcare Ltd

  • Tata Steel Limited

  • Just Dial Limited

  • Adani Ports & Special Economic Zone Ltd

  • Stylam Industries Limited

  • Caplin Point Laboratories Ltd

  • Godrej Agrovet Limited

  • Larsen & Toubro Limited

  • EID Parry (India) Ltd

  • Coal India Ltd

  • Bharat Forge Limited

  • Oracle Financial Services Software Ltd

  • Rossari Biotech Limited

  • General Insurance Corporation of India

  • ICICI Bank Limited

  • The India Cements Limited

  • TREPS 01-JUL-2021 DEPO 10

  • SBI Cards & Payment Services Ltd

  • Union Bank of India

  • Hindustan Copper Limited

  • Welspun India Limited

  • Max Healthcare Institute Limited

  • Housing Development Finance Corp Ltd.

  • SUN TV Network Limited

  • GMM Pfaudler Limited

  • Tata Steel Long Products Limited

  • Marksans Pharma Limited

  • NCA-NET CURRENT ASSETS

  • Ineos Styrolution India Ltd

  • GAIL (India) Limited

  • Canara Bank

  • PTC India Financial Services Ltd

  • SBI Life Insurance Company Limited

  • HDFC Bank Limited

  • Steel Authority of India Ltd

  • IDFC First Bank Limited

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  • Pharmaceuticals & Drugs

  • Cigarettes/Tobacco

  • Metal - Non Ferrous

  • Bank - Public

  • Telecommunication - Service Provider

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Finance - Stock Broking

  • Telecommunication - Equipment

  • Steel & Iron Products

  • Port

  • Miscellaneous

  • Laminates/Decoratives

  • Consumer Food

  • Engineering - Construction

  • Sugar

  • Chemicals

  • Mining & Minerals

  • Bank - Private

  • Forgings

  • Insurance

  • IT - Software

  • Finance - NBFC

  • Cement & Construction Materials

  • Textile

  • Finance - Housing

  • TV Broadcasting & Software Production

  • Engineering - Industrial Equipments

  • Steel/Sponge Iron/Pig Iron

  • Industrial Gases & Fuels

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Fund Manager

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  • 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 07-Jan-2013 and currently has an AUM of ₹257.55 crore. Quant Tax Plan is benchmarked against NIFTY 50 - TRI as primary index.

The NAV of Quant Tax Plan ended down ₹-0.64(-0.29%)yesterday to ₹222.6718.

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