Quant Tax Plan - IDCW - Direct Plan

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  • (-0.06%)Nav, as on 05-06-2023

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Fund Overview IDCW | Direct 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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - IDCW Option - Direct Plan 2.45 6.30 13.50 43.29 24.29 18.24
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 - IDCW Option - Direct Plan Jan 07, 2013 13.50 43.29 24.29 0.57 3,533.36
Taurus Taxshield - Direct Plan - Payout of Income Distribution cum Capital Withdrawal option Jan 01, 2013 17.94 22.46 11.69 1.78 60.82

Fund Holdings as on 30-April-2023

  • Reliance Industries Limited

  • HDFC Bank Limited

  • ITC Limited

  • State Bank of India

  • Larsen & Toubro Limited

  • NTPC Limited

  • UltraTech Cement Limited

  • LTIMindtree Limited

  • Life Insurance Corporation Of India

  • DLF Limited

  • Dr. Reddy's Laboratories Limited

  • Capri Global Capital Limited

  • IRB Infrastructure Developers Limited

  • Punjab National Bank

  • Macrotech Developers Limited

  • Indian Hotels Co Ltd

  • Wipro Ltd

  • Hindalco Industries Limited

  • Bosch Limited

  • Jindal Stainless Limited

  • Union Bank of India

  • Linde India Ltd.

  • Tata Consumer Products Ltd

  • Bikaji Foods International Limited

  • Hindustan Copper Limited

  • Power Finance Corporation Ltd.

  • UPL Limited

  • NCA-NET CURRENT ASSETS

  • TV18 Broadcast Ltd

  • Aurobindo Pharma Limited

  • Sula Vineyards Limited

  • Delta Corp Ltd

  • Power Grid Corporation of India Limited

  • Shree Cements Ltd

  • Aegis Logistics Limited

  • Sundram Fasteners Ltd

  • VRL Logistics Limited

  • Dalmia Bharat Limited

  • CRISIL Limited

  • TREPS 02-May-2023 DEPO 10

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  • Bank - Public

  • Refineries

  • Engineering - Construction

  • Bank - Private

  • Cigarettes/Tobacco

  • IT - Software

  • Construction - Real Estate

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Insurance

  • Finance - Investment

  • Metal - Non Ferrous

  • Hotel, Resort & Restaurants

  • Auto Ancillary

  • Steel & Iron Products

  • Industrial Gases & Fuels

  • Tea/Coffee

  • Consumer Food

  • Finance Term Lending

  • Pesticides & Agrochemicals

  • Miscellaneous

  • Logistics

  • TV Broadcasting & Software Production

  • Breweries & Distilleries

  • Fasteners

  • Ratings

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Fund Manager

Most Recent Dividend

  • 27/02/2018

  • 02/03/2017

  • 28/09/2016

  • 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 ₹3,533.36 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 down ₹-0.02(-0.06%)yesterday to ₹35.2668.

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