Quant Tax Plan Growth Option Direct Plan
Quant Tax Plan Growth Option Direct Plan

Quant Tax Plan Growth Option Direct Plan

Equity
Direct
Very High Risk
Elss (Tax Savings)

NAV: ₹ 235.16 as on 22-10-2021

Fund Overview

Expense ratio
Expense ratio
0.57%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹433 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
58.02%

Fund Distribution

  • Equity 99.4%
  • Debt & Cash 0.6%
Size breakup
Large cap
68.77%
Mid cap
17.03%
Small cap
8.86%
Micro cap
5.34%
Sector Allocation
Financial Services
21.6%
Industrial
12.9%
Defensive
11.4%
Real Estate
10.2%
Energy
9.2%
Basic Materials
9.1%
Cyclical
8.3%
Health
7.2%
Tech
6.8%
Utilities
1.9%
Communication
1.5%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings44
Equity Holdings42
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Ankit A. Pande,Vasav Sahgal
About the fund

About the fund

This fund has delivered an average annual returns of 23.01% since inception which is more than its category average return of 15.88%
Fund Allocations

Fund Allocations

This fund has an allocation of 99.4% in Equity, 0% in Debt and 0.6% in Cash related instruments
AUM size ₹433 Cr

AUM size ₹433 Cr

This fund has AUM of ₹433 Cr which is less than its category average of ₹ 2888 Cr
Expense Ratio 0.57%

Expense Ratio 0.57%

This fund has an expense ratio of 0.57% which is less than its category average expense ratio of 1.57%

AMC details

Fund House
Quant Money Managers Limited
Email
help@escortsmutual.com
Phone
91-11-43587420/415
Address
Quant Money Managers Limited,11, Scindia House, Connaught Circus
We are a SEBI registered investement advisor