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
0.57%
Benchmark
S&P BSE 200 India TR INR
AUM
₹433 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
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
Total Holdings44
Equity Holdings42
Debt Holdings2
Fund Highlights
Fund Manager
Ankit A. Pande,Vasav Sahgal
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
This fund has an allocation of 99.4% in Equity, 0% in Debt and 0.6% in Cash related instruments
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%
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
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