Overview (as on 07 May 2021)

NAV

₹191.0612

1y returns

131.256%

Fund AUM

₹106 Cr

Expense Ratio

0.57%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Health
28.42%
Tech
17.51%
Basic Materials
15.86%
Financial Services
10.95%
Consumer
8.53%
Industrials
7.00%
Energy
4.90%
Communication
3.42%
Defensive
1.33%
Utilities
1.26%
Real Estate
0.81%
Size Breakup
Mid Cap
38.08%
Large Cap
36.51%
Small Cap
25.42%

Key Metrics

Beta 

0.97

Std deviation 

20.11%

Sharpe Ratio 

0.87

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • Nca-Net Current Assets

    Cash

    6.32%

  • Treps 05-Apr-2021 Depo 10

    Cash

    5.05%

  • Stylam Industries Ltd

    Consumer Cyclical

    Equity

    4.88%

  • Equity

    4.29%

  • Equity

    4.09%

Fund Details

Investment Objectives
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. This income may be complemented by possible dividend and other income.
Scheme Name
Quant Tax Plan Growth Option Direct Plan
Scheme Document
Exit Load

After 0 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Sandeep Tandon
Fund House Details
Fund House
Quant Money Managers Limited
Email
help@escortsmutual.com
Phone
91-11-43587436
Address
Quant Money Managers Limited,11, Scindia House, Connaught Circus

Other Related Plans

Peer Funds

Quant Tax Plan Growth Option Direct Plan

NAV

₹191.0612

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Sandeep Tandon
Sandeep Tandon

manager

Work Experience
"null"
Ankit A. Pande
Ankit A. Pande

manager

Work Experience
"null"
Vasav Sahgal
Vasav Sahgal

leader

Work Experience
"null"

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