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Quant Tax Plan

Quant Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

34.27

as on 18 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 24,245 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

  • ₹ 215.145

    as on 18 May 2022
  • 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 ₹ 215.145 as on 18 May 2022.

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 -3.91% -1.49% -3.95% 17.83% 65.39% 34.27% 21.14% 20.24% 3.30% 38.45% 40.66% 28.46% 22.80%
Category Average -6.81% -6.32% -10.32% 7.95% 36.16% 14.42% 10.42% 15.29% -8.82% 15.06% 16.59% 12.66% 13.50%
Quant Tax Plan -8.45%₹ 9,154 -1.49%₹ 9,851 -3.99%₹ 9,601 16.97%₹ 11,696 3.30%₹ 12,212 65.39%₹ 27,353 38.45%₹ 34,238 34.27%₹ 24,245 40.66%₹ 63,553 21.15%₹ 26,106 28.46%₹ 1,20,916 20.24%₹ 63,234 22.80%₹ 4,00,536
DSP Tax Saver Fund -7.12%₹ 9,288 -5.55%₹ 9,445 -8.63%₹ 9,137 8.05%₹ 10,804 -7.67%₹ 11,499 39.31%₹ 19,406 18.07%₹ 28,645 17.23%₹ 16,125 19.20%₹ 47,719 12.08%₹ 17,690 15.10%₹ 87,538 17.46%₹ 50,027 15.56%₹ 2,71,089
Mirae Asset Tax Saver Fund -6.36%₹ 9,364 -5.98%₹ 9,401 -10.08%₹ 8,991 8.09%₹ 10,808 -8.18%₹ 11,466 42.50%₹ 20,305 17.69%₹ 28,545 18.86%₹ 16,808 20.18%₹ 48,378 15.01%₹ 20,130 16.66%₹ 90,960 - -
BOI AXA Tax Advantage Fund -8.09%₹ 9,190 -6.80%₹ 9,319 -13.73%₹ 8,627 6.87%₹ 10,687 -14.04%₹ 11,073 37.88%₹ 19,012 15.17%₹ 27,881 21.86%₹ 18,117 20.47%₹ 48,573 14.72%₹ 19,879 16.34%₹ 90,234 16.50%₹ 46,072 15.51%₹ 2,70,352
Canara Robeco Equity Tax Saver Fund -6.15%₹ 9,385 -8.03%₹ 9,196 -11.98%₹ 8,801 6.65%₹ 10,665 -10.91%₹ 11,284 36.08%₹ 18,518 14.72%₹ 27,764 18.20%₹ 16,528 18.59%₹ 47,312 14.17%₹ 19,406 16.13%₹ 89,782 15.69%₹ 42,970 14.91%₹ 2,61,693
IDFC Tax Advantage (elss) Fund -7.40%₹ 9,259 -4.67%₹ 9,533 -6.51%₹ 9,348 13.08%₹ 11,307 -2.60%₹ 11,832 51.40%₹ 22,921 26.71%₹ 30,971 18.92%₹ 16,833 25.82%₹ 52,278 13.45%₹ 18,799 17.28%₹ 92,345 18.06%₹ 52,632 16.23%₹ 2,81,015

Portfolio Holdings

Portfolio holdings pattern of Quant Tax Plan as on 20 May 2022 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%