Quant Tax Plan Growth Option Direct Plan
Equity
Direct
Very High Risk
Elss (Tax Savings)
NAV: ₹ 236 as on 03-12-2021
INDmoney RANK
2
/31
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.
72%
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.
44%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
91%
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 Vasav Sahgal, Ankit A. Pande. The fund could potentially beat inflation in the long-run.
Key parameters
1) Quant Tax Plan Growth Option Direct Plan has a NAV of 236.0247 as on 04-Dec-2021.
2) Quant Tax Plan Growth Option Direct Plan has 487 Cr worth of assets under management (AUM) as on 04-Dec-2021 and is less than category average.
3) The fund has an expense ratio 0.57 %.
Fund Overview
Expense ratio | 0.57% | |
Benchmark | S&P BSE 200 India TR INR | |
AUM | ₹487 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹500/₹500 | |
Exit Load | 0% | |
Lock In | 3 Years | |
TurnOver | 58.02% |
Fund Distribution
Size breakup
Large cap
66.72%
Mid cap
16.94%
Small cap
11.64%
Micro cap
4.7%
Sector Allocation
| Industrial | 22.2% |
| Financial Services | 20.5% |
| Energy | 10.5% |
| Defensive | 10.1% |
| Real Estate | 8.6% |
| Basic Materials | 8.4% |
| Cyclical | 6.6% |
| Tech | 6% |
| Health | 5.5% |
| Communication | 1.5% |
Top Holdings
Total Holdings20
Equity Holdings20
Debt Holdings2
Fund Highlights
About the fund
This fund has delivered an average annual returns of 22.7% since inception which is more than its category average return of 15.14%
Fund Allocations
This fund has an allocation of 98.8% in Equity, 0% in Debt and 1.2% in Cash related instruments
AUM size ₹487 Cr
This fund has AUM of ₹487 Cr which is less than its category average of ₹ 2725 Cr
Expense Ratio 0.57%
This fund has an expense ratio of 0.57% which is less than its category average expense ratio of 1.6%
Fund Managers
Vasav Sahgal is B.Com; CFA
0 Years experience
Ankit A. Pande is B.Tech; MBA; CFA
10 Years experience
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
Similar Funds
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Frequently Asked Questions
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