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Quant Tax Plan

Quant Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

37.56

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 26,073 today.

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NAV Performance

Quant Tax Plan performance graph for last 3 years
Performance of Quant Tax Plan for last 3 Years

Fund Information

  • ₹ 223.754

    as on 20 Oct 2021
  • Regular - Growth

  • 4 / 37

  • ₹ 500

  • ₹ 258 Cr.

    as on 20 Oct 2021
  • 2.25%

    since 31 May 2021
  • 31 Mar 2000

  • Equity - ELSS

  • Nifty 50 TRI

  • Quant Mutual Fund

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  • Data not available.

Highlights of this fund

Quant Tax Plan is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 31 Mar 2000. This fund is offered by one of the top AMC (Assets Management Company) Quant Mutual Fund. You can also view here all other Equity funds offered by Quant Mutual Fund.

Latest NAV of the fund is ₹ 223.754 as on 20 Oct 2021.

This fund has 21 years of track record. Since 31 May 2021 expense ratio of this fund is 2.25%. Ideally you shoulds compare this fund with the benchmark Nifty 50 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The investment objective of the Scheme is to generate Capital Appreciation by investing predominantly in a well-diversified portfolio of Equity Shares with growth potential.

List of Fund Managers of Quant Tax Plan

  • About Ankit Pande

    Picture of Ankit  Pande
  • About Vasav Sahgal

    Picture of Vasav Sahgal

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.41% 18.82% 36.88% 95.35% 55.14% 37.56% 24.16% 20.25% 85.92% 78.64% 55.31% 34.52% 24.99%
Category Average 4.71% 13.55% 29.01% 59.94% 27.80% 21.80% 15.24% 16.42% 54.35% 45.28% 31.69% 20.70% 17.42%
Quant Tax Plan 8.01%₹ 10,800 11.17%₹ 11,116 36.88%₹ 13,688 95.35%₹ 19,534 85.92%₹ 17,044 55.14%₹ 24,156 78.64%₹ 46,413 37.56%₹ 26,073 55.31%₹ 76,250 24.16%₹ 29,521 34.52%₹ 1,39,523 18.94%₹ 56,751 24.99%₹ 4,51,422
Mirae Asset Tax Saver Fund 4.92%₹ 10,492 14.34%₹ 11,434 30.34%₹ 13,034 63.86%₹ 16,386 57.73%₹ 15,481 34.22%₹ 18,059 51.07%₹ 37,929 27.22%₹ 20,615 37.13%₹ 60,793 21.00%₹ 25,946 25.80%₹ 1,13,553 - -
Canara Robeco Equity Tax Saver Fund 4.03%₹ 10,403 13.74%₹ 11,374 29.97%₹ 12,996 59.13%₹ 15,912 55.19%₹ 15,337 33.96%₹ 17,989 48.88%₹ 37,285 27.70%₹ 20,851 36.43%₹ 60,246 19.23%₹ 24,111 25.39%₹ 1,12,422 17.14%₹ 48,724 18.92%₹ 3,24,973
Axis Long Term Equity Fund 1.96%₹ 10,196 14.78%₹ 11,478 30.03%₹ 13,002 61.94%₹ 16,193 52.63%₹ 15,190 26.85%₹ 16,121 43.30%₹ 35,661 25.07%₹ 19,586 32.54%₹ 57,250 18.37%₹ 23,252 23.11%₹ 1,06,431 20.25%₹ 63,308 20.52%₹ 3,54,349
Invesco India Tax Plan 5.56%₹ 10,555 12.96%₹ 11,295 30.78%₹ 13,077 57.44%₹ 15,743 54.56%₹ 15,301 28.97%₹ 16,667 44.66%₹ 36,055 22.56%₹ 18,431 32.35%₹ 57,104 16.85%₹ 21,793 21.95%₹ 1,03,498 17.78%₹ 51,459 18.78%₹ 3,22,465
BOI AXA Tax Advantage Fund 2.80%₹ 10,280 11.77%₹ 11,177 32.67%₹ 13,267 66.06%₹ 16,605 62.20%₹ 15,733 39.63%₹ 19,550 54.62%₹ 38,985 31.15%₹ 22,590 41.92%₹ 64,641 19.90%₹ 24,789 26.88%₹ 1,16,513 17.62%₹ 50,742 20.01%₹ 3,44,802

Portfolio Holdings

Portfolio holdings pattern of Quant Tax Plan as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    97.92%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.11%

Top Sector Holdings of Quant Tax Plan

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 13.88% ₹ 43.28 Cr.
Banks 7.92% ₹ 26.07 Cr.
Cigarettes 6.21% ₹ 15.98 Cr.
Copper & copper products 5.80% ₹ 14.94 Cr.
Telecom - services 5.62% ₹ 14.48 Cr.
Others 60.57% -

Top Stock Holdings of Quant Tax Plan

Name of StocksHolding PercentageHolding Values in Crore
ITC Limited 6.21% ₹ 15.98 Cr.
Aurobindo Pharma Ltd. 5.73% ₹ 14.77 Cr.
Bharti Airtel Ltd. 5.62% ₹ 14.48 Cr.
Indiabulls Real Estate Ltd. 5.53% ₹ 14.25 Cr.
Vedanta Ltd. 4.76% ₹ 12.27 Cr.
Others 72.15% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.33%
Net Receivables 0.78%