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 -9.29 -3.24 16.81 35.76 22.25 20.61
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 16.81 35.76 22.25 0.57 1,316.08
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 -3.77 12.06 11.94 0.77 31,655.93
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 Unrated -2.96 7.60 7.80 0.95 13,735.60
Mirae Asset Tax Saver Fund-Direct Plan -Growth Dec 28, 2015 6.76 19.57 16.14 0.52 11,962.66
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 8.88 10.18 4.95 1.04 11,679.10
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 6.34 14.09 9.77 1.20 10,575.29

Fund Holdings as on 30-April-2022

  • Adani Enterprises Limited

  • Vedanta Limited

  • Ruchi Soya Industries Limited

  • Adani Ports & Special Economic Zone Ltd

  • State Bank of India

  • ICICI Bank Limited

  • Larsen & Toubro Limited

  • ITC Limited

  • Coal India Ltd

  • Indian Hotels Co Ltd

  • Piramal Enterprises Limited

  • Zee Entertainment Ent Ltd

  • Reliance Industries Limited

  • Gland Pharma Limited

  • Tata Communications Limited

  • HFCL Limited

  • Dr. Reddy's Laboratories Limited

  • IRB Infrastructure Developers Limited

  • Glenmark Pharmaceuticals Ltd

  • IDFC First Bank Limited

  • Ashok Leyland Limited

  • TV18 Broadcast Ltd

  • VRL Logistics Limited

  • Ambuja Cements Ltd

  • Oracle Financial Services Software Ltd

  • Linde India Ltd.

  • HDFC Bank Limited

  • GMR Infrastructure Ltd

  • Container Corporation of India Ltd

  • Indiabulls Real Estate Ltd

  • Just Dial Limited

  • Indiabulls Housing Finance Ltd

  • Prestige Estates Projects Ltd

  • Gokaldas Exports Ltd

  • Stylam Industries Limited

  • Grasim Industries Ltd

  • Fortis Healthcare Ltd

  • Aegis Logistics Limited

  • Caplin Point Laboratories Ltd

  • Arvind Limited

  • JSW Steel Limited

  • Aurobindo Pharma Limited

  • CRISIL Limited

  • Hindustan Copper Limited

  • SUN TV Network Limited

  • Bharti Airtel Limited

  • National Aluminium Company Limited

  • Macrotech Developers Limited

  • Praj Industries Limited

  • S. P. Apparels Limited

  • Himatsingka Seide Limited

  • TREPS 02-May-2022 DEPO 10

  • NTPC Limited

  • Bajaj Auto Limited

  • NCA-NET CURRENT ASSETS

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  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Bank - Private

  • Metal - Non Ferrous

  • Trading

  • Consumer Food

  • Port

  • Bank - Public

  • TV Broadcasting & Software Production

  • Cigarettes/Tobacco

  • Mining & Minerals

  • Hotel, Resort & Restaurants

  • Logistics

  • Telecommunication - Service Provider

  • Refineries

  • Telecommunication - Equipment

  • Construction - Real Estate

  • Textile

  • Automobiles-Trucks/Lcv

  • Cement & Construction Materials

  • IT - Software

  • Industrial Gases & Fuels

  • Miscellaneous

  • Finance - Housing

  • Laminates/Decoratives

  • Diversified

  • Hospital & Healthcare Services

  • Steel & Iron Products

  • Ratings

  • Aluminium & Aluminium Products

  • Engineering - Industrial Equipments

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

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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 ₹1,316.08 crore. Quant Tax Plan is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Quant Tax Plan ended down ₹-5.13(-2.22%)yesterday to ₹226.4513.

Among its top 3 holdings the fund has exposure to Adani Enterprises 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