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 7.15 7.84 30.73 10.93 16.49 16.35
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 30.73 10.93 16.49 0.57 18.78
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 14.62 12.14 14.02 0.88 22,631.51
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 8.25 4.86 11.10 0.94 11,157.91
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -5.39 -7.63 3.55 1.22 9,003.06
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 10.04 3.13 7.96 1.30 7,470.01
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -1.73 -2.15 6.39 1.38 6,648.70

Fund Holdings as on 31-October-2020

  • Stylam Industries Limited

  • TREPS 02-Nov-2020 DEPO 10

  • Sun Pharmaceuticals Industries Ltd

  • Bharti Airtel Limited

  • Majesco Limited

  • Sumitomo Chemical India Limited

  • PTC India Financial Services Ltd

  • ACC Ltd.

  • Uflex Limited

  • Neuland Laboratories Ltd

  • Dalmia Bharat Limited

  • Deepak Ferts & Petrochemicals Corp Ltd

  • The Ramco Cements Limited

  • Infosys Ltd.

  • JSW Steel Limited

  • Tata Steel Long Products Limited

  • Bharat Rasayan Limited

  • Jindal Steel & Power Ltd

  • Caplin Point Laboratories Ltd

  • United Spirits Ltd.

  • Bajaj Auto Ltd

  • Linde India Ltd.

  • Godrej Consumer Products Limited

  • SUN TV Network Limited

  • Tata Power Company Limited

  • ICICI Securities Limited

  • Ultratech Cement Ltd.

  • Shilpa Medicare Limited

  • Aurobindo Pharma Ltd

  • Matrimony.Com Ltd

  • Glenmark Pharmaceuticals Ltd

  • NCA-NET CURRENT ASSETS

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  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • IT - Software

  • Laminates/Decoratives

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Miscellaneous

  • Finance - NBFC

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Fertilizers

  • Steel & Iron Products

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Household & Personal Products

  • TV Broadcasting & Software Production

  • Power Generation/Distribution

  • Finance - Stock Broking

  • BPO/ITeS

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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 ₹18.78 crore. Quant Tax Plan is benchmarked against NIFTY 50 - TRI as primary index.

The NAV of Quant Tax Plan ended up ₹0.84(0.65%)yesterday to ₹129.3735.

Among its top 3 holdings the fund has exposure to Stylam Industries 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