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 -0.14 6.68 75.16 36.62 27.09 22.34
NIFTY 500 - 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 75.16 36.62 27.09 0.57 487.12
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 34.57 21.53 20.48 0.74 34,234.74
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 Unrated 20.75 11.83 14.46 0.91 14,647
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 45.98 12.89 10.68 0.98 12,445.80
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 38.39 18.22 15.19 1.22 11,094.46
Mirae Asset Tax Saver Fund-Direct Plan -Growth Dec 28, 2015 42.90 24.96 23.60 0.43 10,145.72

Fund Holdings as on 31-October-2021

  • Larsen & Toubro Limited

  • State Bank of India

  • Reliance Industries Limited

  • ITC Limited

  • Vedanta Limited

  • Adani Ports & Special Economic Zone Ltd

  • Indiabulls Real Estate Ltd

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Oracle Financial Services Software Ltd

  • Container Corporation of India Ltd

  • HFCL Limited

  • Caplin Point Laboratories Ltd

  • Stylam Industries Limited

  • Macrotech Developers Limited

  • Prestige Estates Projects Ltd

  • Arvind Limited

  • Fortis Healthcare Ltd

  • VRL Logistics Limited

  • Escorts Ltd

  • Adani Enterprises Limited

  • Piramal Enterprises Limited

  • SUN TV Network Limited

  • EID Parry (India) Ltd

  • Godrej Agrovet Limited

  • Linde India Ltd.

  • Gokaldas Exports Ltd

  • IRB Infrastructure Developers Limited

  • Union Bank of India

  • The India Cements Limited

  • ICICI Securities Limited

  • S. P. Apparels Limited

  • Bharat Petroleum Corp Ltd

  • Bank of India

  • TREPS 01-Nov-2021 DEPO 10

  • NCA-NET CURRENT ASSETS

  • United Spirits Limited

  • Bank of Baroda

  • Housing Development Finance Corp Ltd.

  • Huhtamaki India Limited

  • Britannia Industries Limited

  • Man Infraconstruction Limited

  • Welspun India Limited

  • Avantel Limited

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  • Engineering - Construction

  • Bank - Public

  • Refineries

  • Bank - Private

  • Construction - Real Estate

  • Cigarettes/Tobacco

  • Metal - Non Ferrous

  • Port

  • Logistics

  • Textile

  • Pharmaceuticals & Drugs

  • IT - Software

  • Telecommunication - Equipment

  • Laminates/Decoratives

  • Hospital & Healthcare Services

  • Consumer Food

  • Automobiles-Tractors

  • Trading

  • TV Broadcasting & Software Production

  • Sugar

  • Industrial Gases & Fuels

  • Miscellaneous

  • Cement & Construction Materials

  • Finance - Stock Broking

  • Breweries & Distilleries

  • Finance - Housing

  • Plastic Products

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Fund Manager

  • Cash

  • Equity

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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 07-Jan-2013 and currently has an AUM of ₹487.12 crore. Quant Tax Plan is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Quant Tax Plan ended down ₹-4.36(-1.85%)yesterday to ₹231.6622.

Among its top 3 holdings the fund has exposure to Larsen & Toubro 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