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Quant Tax Plan

Quant Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

38.11

as on 30 Nov 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 26,388 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

  • ₹ 254.530

    as on 30 Nov 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 ₹ 254.530 as on 30 Nov 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 5.15% 7.27% 17.54% 17.83% 43.13% 38.11% 22.24% 20.77% 26.41% 28.56% 41.73% 31.87% 24.34%
Category Average 3.36% 4.00% 12.19% 7.93% 22.15% 17.28% 11.12% 14.66% 15.32% 14.57% 21.14% 16.28% 14.56%
Quant Tax Plan 3.12%₹ 10,312 6.92%₹ 10,692 17.54%₹ 11,754 17.49%₹ 11,749 25.78%₹ 13,619 43.13%₹ 20,545 28.56%₹ 31,510 38.11%₹ 26,388 41.73%₹ 64,500 22.24%₹ 27,304 31.87%₹ 1,31,189 20.77%₹ 66,090 24.34%₹ 4,35,941
DSP Tax Saver Fund 4.33%₹ 10,433 5.09%₹ 10,508 12.77%₹ 11,276 9.23%₹ 10,922 16.31%₹ 13,037 24.57%₹ 15,546 15.60%₹ 28,013 18.65%₹ 16,718 22.98%₹ 50,328 12.90%₹ 18,352 18.29%₹ 94,716 16.56%₹ 46,327 16.43%₹ 2,84,194
Mirae Asset Tax Saver Fund 5.15%₹ 10,514 4.34%₹ 10,433 10.63%₹ 11,063 6.12%₹ 10,611 13.58%₹ 12,867 22.00%₹ 14,908 13.68%₹ 27,505 19.58%₹ 17,115 22.29%₹ 49,848 14.57%₹ 19,746 18.80%₹ 95,905 - -
BOI AXA Tax Advantage Fund 3.29%₹ 10,328 5.04%₹ 10,503 15.28%₹ 11,527 4.63%₹ 10,463 14.81%₹ 12,944 23.07%₹ 15,171 14.67%₹ 27,766 23.88%₹ 19,034 23.50%₹ 50,688 13.26%₹ 18,647 19.96%₹ 98,657 16.12%₹ 44,593 16.87%₹ 2,91,108
Canara Robeco Equity Tax Saver Fund 3.53%₹ 10,352 3.05%₹ 10,305 12.60%₹ 11,260 6.44%₹ 10,644 13.86%₹ 12,884 22.67%₹ 15,073 14.01%₹ 27,592 21.55%₹ 17,976 22.06%₹ 49,691 15.85%₹ 20,876 19.10%₹ 96,594 15.23%₹ 41,297 16.17%₹ 2,80,271
IDFC Tax Advantage (elss) Fund 3.59%₹ 10,359 5.15%₹ 10,515 12.69%₹ 11,269 12.06%₹ 11,206 16.45%₹ 13,046 30.87%₹ 17,164 19.07%₹ 28,933 23.56%₹ 18,884 28.65%₹ 54,369 12.69%₹ 18,180 20.27%₹ 99,392 16.82%₹ 47,392 17.00%₹ 2,93,015

Portfolio Holdings

Portfolio holdings pattern of Quant Tax Plan as on 01 Dec 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%