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Quant Tax Plan

Quant Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

47.61

as on 20 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 32,165 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

  • ₹ 222.429

    as on 20 Mar 2023
  • Regular - Growth

  • 3 / 37

  • ₹ 500

  • ₹ 555 Cr.

    as on 31 Dec 2021
  • 2.25%

  • 31 Mar 2000

  • Equity - ELSS

  • Nifty 500 TRI

  • Quant Mutual Fund

    Show All Funds
  • 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 ₹ 222.429 as on 20 Mar 2023.

This fund has 22 years of track record. Since 31 Aug 2021 expense ratio of this fund is 2.25%. Ideally you shoulds compare this fund with the benchmark Nifty 500 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 -1.85% -2.07% 1.37% 17.83% 32.94% 47.61% 20.32% 21.23% 7.73% 9.64% 24.20% 24.36% 20.92%
Category Average -3.99% -6.98% -5.76% -0.11% 9.60% 24.87% 9.96% 14.33% -2.05% 1.66% 12.23% 11.73% 12.15%
Quant Tax Plan -2.38%₹ 9,762 -12.38%₹ 8,761 -12.64%₹ 8,736 2.55%₹ 10,255 -6.49%₹ 11,577 19.30%₹ 14,238 4.42%₹ 25,109 47.61%₹ 32,165 24.20%₹ 51,126 20.32%₹ 25,226 24.37%₹ 1,09,622 21.23%₹ 68,647 20.92%₹ 3,61,871
DSP Tax Saver Fund -3.92%₹ 9,608 -6.78%₹ 9,322 -5.32%₹ 9,468 -0.34%₹ 9,966 -1.80%₹ 11,883 10.60%₹ 12,235 2.08%₹ 24,520 27.39%₹ 20,673 13.76%₹ 44,164 12.19%₹ 17,782 13.72%₹ 84,598 16.25%₹ 45,098 13.97%₹ 2,48,850
Mirae Asset Tax Saver Fund -4.16%₹ 9,583 -7.15%₹ 9,285 -5.56%₹ 9,443 -2.17%₹ 9,782 -3.81%₹ 11,752 8.12%₹ 11,692 0.24%₹ 24,060 28.24%₹ 21,088 12.52%₹ 43,382 13.51%₹ 18,849 13.82%₹ 84,804 - -
BOI AXA Tax Advantage Fund -3.80%₹ 9,619 -8.15%₹ 9,184 -6.80%₹ 9,319 -1.35%₹ 9,865 -1.80%₹ 11,884 10.25%₹ 12,157 1.04%₹ 24,260 27.24%₹ 20,600 13.21%₹ 43,818 11.87%₹ 17,524 15.28%₹ 87,920 15.87%₹ 43,650 14.44%₹ 2,55,236
Canara Robeco Equity Tax Saver Fund -4.39%₹ 9,560 -7.20%₹ 9,279 -7.06%₹ 9,293 -1.71%₹ 9,829 -3.35%₹ 11,782 8.22%₹ 11,715 0.54%₹ 24,134 25.86%₹ 19,935 11.92%₹ 43,009 14.18%₹ 19,416 13.90%₹ 84,983 14.75%₹ 39,598 13.70%₹ 2,45,284
IDFC Tax Advantage (elss) Fund -3.66%₹ 9,633 -5.73%₹ 9,426 -3.94%₹ 9,606 0.54%₹ 10,053 0.14%₹ 12,009 13.94%₹ 12,986 4.98%₹ 25,252 35.23%₹ 24,727 19.24%₹ 47,737 11.52%₹ 17,256 16.31%₹ 90,160 16.57%₹ 46,370 14.78%₹ 2,59,851

Portfolio Holdings

Portfolio holdings pattern of Quant Tax Plan as on 21 Mar 2023 are listed below:

  • Equity Holdings:

    97.78%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.21%

Top Sector Holdings of Quant Tax Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.10% ₹ 96.54 Cr.
Cigarettes 8.16% ₹ 53.72 Cr.
Copper & copper products 8.02% ₹ 52.77 Cr.
Trading 7.13% ₹ 46.93 Cr.
Refineries/Marketing 6.71% ₹ 44.19 Cr.
Others 56.88% -

Top Stock Holdings of Quant Tax Plan

Name of StocksHolding PercentageHolding Values in Crore
ITC Limited 8.16% ₹ 53.72 Cr.
Vedanta Ltd. 8.02% ₹ 52.77 Cr.
Adani Enterprises Ltd. 7.13% ₹ 46.93 Cr.
State Bank Of India 6.77% ₹ 44.58 Cr.
Reliance Industries Ltd. 6.71% ₹ 44.19 Cr.
Others 63.21% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 1.66%
TREPS 0.55%