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: ₹ 222.5 as on 06-07-2022

INDmoney RANK
1
/29
among Elss (Tax Savings) Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
89%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
72%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
100%
About the Fund

Quant Tax Plan Growth Option Direct Plan is an equity fund. This fund was started on  1 January, 2013. The fund is managed by Ankit A. Pande, Vasav Sahgal. The fund could potentially beat inflation in the long-run.

Key parameters

1) Quant Tax Plan Growth Option Direct Plan has a NAV of 222.4905 as on 06-07-2022.

2) Quant Tax Plan Growth Option Direct Plan has 1370 Cr worth of assets under management (AUM) as on 31-05-2022 and is less than category average.

3) The fund has an expense ratio 0.57 %.

Fund Overview

Expense ratio
Expense ratio
0.57%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹1370 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 99.3%
  • Debt & Cash 0.7%
Size breakup
Large cap
63.3%
Mid cap
23.5%
Small cap
12.6%
Sector Allocation
Financial Services18.6%
Industrial17%
Consumer Defensive13.3%
Energy13%
Health9.6%
Basic Materials9.5%
Communication7.9%
Consumer Cyclical6.8%
Tech2.7%
Utilities1.7%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings21
Equity Holdings20
Debt Holdings1
ITC Ltd
ITC Ltd
6.6%
State Bank of India
State Bank of India
6.5%
ICICI Bank Ltd
ICICI Bank Ltd
5.8%
Ruchi Soya Industries Ltd
Ruchi Soya Industries Ltd
5.6%
Adani Enterprises Ltd
Adani Enterprises Ltd
5.4%
Larsen & Toubro Ltd
Larsen & Toubro Ltd
4.6%
Coal India Ltd
Coal India Ltd
4.6%
Adani Ports & Special Economic Zone Ltd
Adani Ports & Special Economic Zone Ltd
4.6%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 20.43% since inception which is more than its category average return of 13.15%
Fund Allocations

Fund Allocations

This fund has an allocation of 99.33% in Equity, 0% in Debt and 0.67% in Cash related instruments
AUM size ₹1370 Cr

AUM size ₹1370 Cr

This fund has AUM of ₹1370 Cr which is less than its category average of ₹ 2548 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 1.59%

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

Frequently Asked Questions

What are the average returns of Quant Tax Plan Growth Option Direct Plan Fund ?

What is the current NAV of Quant Tax Plan Growth Option Direct Plan Fund?

How do I invest in Quant Tax Plan Growth Option Direct Plan Fund?

What is the expense ratio of Quant Tax Plan Growth Option Direct Plan fund?

What is the worth of total assets under management (AUM) of Quant Tax Plan Growth Option Direct Plan fund ?

What are the top holdings of Quant Tax Plan Growth Option Direct Plan Fund?

What are the top sectors Quant Tax Plan Growth Option Direct Plan Fund has invested in?