Quant Tax Plan - Growth - Regular Plan

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  • 0.45 %Nav, as on 01-12-2023

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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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 10.24 8.68 15.34 32.53 26.39 15.37
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
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 Mar 31, 2000 15.34 32.53 26.39 1.85 4,956.53
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 Unrated 12.30 10.88 12.21 1.55 31,135.83
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 14.38 19.23 17.50 1.61 17,531.53
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 26.84 25.02 18.02 1.69 15,773.93
Aditya Birla Sun Life ELSS Tax Relief '96 - Growth Option Mar 10, 2008 9.17 10.07 8.68 1.70 13,535.95
Nippon India ELSS Tax Saver Fund-Growth Option Sep 21, 2005 16.68 23.50 12.73 1.72 12,323.18

Fund Holdings as on 31-October-2023

  • Reliance Industries Limited

  • DLF Limited

  • Aurobindo Pharma Limited

  • Sun Pharmaceutical Industries Limited

  • State Bank of India

  • Jindal Steel & Power Ltd

  • Adani Power Limited

  • LTIMindtree Limited

  • Jio Financial Services Limited

  • UltraTech Cement Limited

  • Grasim Industries Ltd

  • Hindalco Industries Limited

  • Macrotech Developers Limited

  • Punjab National Bank

  • Capri Global Capital Limited

  • Tata Consultancy Services Limited

  • Maruti Suzuki India Limited

  • GAIL (India) Limited

  • BSE Ltd

  • SUN TV Network Limited

  • Jindal Stainless Limited

  • Hindustan Petroleum Corporation Ltd

  • NMDC Ltd

  • Adani Ports & Special Economic Zone Ltd

  • Bosch Limited

  • CRISIL Limited

  • Cipla Limited

  • Piramal Enterprises Limited

  • Bharat Heavy Electricals Ltd

  • Bharat Petroleum Corp Ltd

  • NTPC Limited

  • Bharat Forge Limited

  • BEML Limited

  • Mahindra & Mahindra Limited

  • IRB Infrastructure Developers Limited

  • Adani Enterprises Limited

  • Adani Transmission Limited

  • Tata Motors Limited - DVR.

  • Persistent Systems Limited

  • Tata Communications Limited

  • Granules India Limited

  • NCA-NET CURRENT ASSETS

  • TREPS 01-Nov-2023 DEPO 10

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  • Pharmaceuticals & Drugs

  • Refineries

  • Construction - Real Estate

  • IT - Software

  • Bank - Public

  • Power Generation/Distribution

  • Steel/Sponge Iron/Pig Iron

  • Finance - Stock Broking

  • Cement & Construction Materials

  • Diversified

  • Metal - Non Ferrous

  • Automobiles - Passenger Cars

  • Finance - Investment

  • Industrial Gases & Fuels

  • Finance - Others

  • TV Broadcasting & Software Production

  • Steel & Iron Products

  • Mining & Minerals

  • Port

  • Auto Ancillary

  • Ratings

  • Finance - NBFC

  • Engineering - Industrial Equipments

  • Forgings

  • Construction Vehicles

  • Engineering - Construction

  • Trading

  • Miscellaneous

  • Telecommunication - Service Provider

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 31-Mar-2000 and currently has an AUM of ₹4,956.53 crore. Quant Tax Plan is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Quant Tax Plan ended up ₹1.34(0.45%)yesterday to ₹295.5415.

Among its top 3 holdings the fund has exposure to Reliance 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