Quant Tax Plan - Growth - Direct Plan

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  • Net Change on 12-08-2020

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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 16.56 36.92 26.65 9.61 13.61 15.04
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 Unrated 26.65 9.61 13.61 0.57 12.07
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 4.24 8.56 8.65 0.92 21,050.62
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 8.92 5.63 7.79 0.92 10,382.69
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -7.22 -7.81 -0.30 1.28 8,609.72
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 7.60 3.06 4.65 1.33 7,238.63
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -2.57 -1.12 3.44 1.37 6,517.49

Fund Holdings as on 31-July-2020

  • Neuland Laboratories Ltd

  • Strides Pharma Science Ltd

  • Deepak Nitrite Limited

  • Bharti Airtel Limited

  • Hindustan Unilever Ltd.

  • Adani Gas Limited

  • Aurobindo Pharma Ltd

  • Indiamart Intermesh Limited

  • Sun Pharmaceuticals Industries Ltd

  • Nestle India Ltd.

  • Sumitomo Chemical India Limited

  • PTC India Financial Services Ltd

  • Siemens Ltd

  • Majesco Limited

  • Godrej Agrovet Limited

  • Dabur India Ltd

  • Aarti Industries Ltd

  • Bharat Rasayan Limited

  • Gillette India Ltd

  • Biocon Ltd

  • Indian Energy Exchange Limited

  • Ajanta Pharma Ltd

  • Stylam Industries Limited

  • Vinati Organics Ltd

  • UPL Limited

  • ITC Ltd.

  • Advanced Enzyme Technologies Limited

  • TREPS 03-Aug-2020 DEPO 10

  • Hikal Limited

  • Chambal Fertilizers & Chemicals Ltd

  • Alkem Laboratories Limited

  • (b) Other Receivables (Payables)

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  • Pharmaceuticals & Drugs

  • Chemicals

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • Consumer Food

  • Telecommunication - Service Provider

  • Trading

  • e-Commerce

  • Finance - NBFC

  • Electric Equipment

  • IT - Software

  • Power Generation/Distribution

  • Laminates/Decoratives

  • Cigarettes/Tobacco

  • Miscellaneous

  • Fertilizers

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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 07-Jan-2013 and currently has an AUM of ₹12.07 crore. Quant Tax Plan is benchmarked against NIFTY 50 - TRI as primary index.

The NAV of Quant Tax Plan ended down ₹-0.58(-0.51%)yesterday to ₹112.9371.

Among its top 3 holdings the fund has exposure to Neuland Laboratories Ltd, 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