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Quant Mutual Fund

Quant Tax Plan Direct-Dividend

NAV
returns change indicator
13.2675
as on 13 Nov 2019, 09:10 PM
0.1236(0.94%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

4
starstarstarstarstar
rated by Value Research
3
starstarstarstarstar
rated by Morningstar

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
1st of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
130,597
star
132,657
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
32,656
Profit (absolute return)
32.66%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
9.82%
In the last 6 months
8.11%
In the last 1 year
7.64%
In the last 3 years
32.66%
In the last 5 years
84.35%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Quant Tax Plan Direct-Dividend
Quant Tax Plan Direct-Dividend
as of 13 Nov 2019, 09:10 PM
10.59 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.57%
Expense Ratio
Plan
Dividend
2.49%
Cash Holding
Benchmark
NIFTY 50 Total Return
Scheme Document
Benchmark
NIFTY 50 Total Return
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Financial
51.25%
5.43 Cr
Construction
19.82%
2.10 Cr
Energy
10.04%
1.06 Cr
Healthcare
7.46%
79.04 Lakh
Communication
3.04%
32.19 Lakh
FMCG
2.99%
31.66 Lakh
Automobile
2.92%
30.93 Lakh
Cash Holding
2.49%
26.35 Lakh

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Reliance Nippon Life Asset Management Limited.
10.24%
1.08 Cr
ICICI Prudential Life Insurance Company Ltd.
9.81%
1.04 Cr
ICICI Bank Ltd.
9.28%
98.30 Lakh
Larsen & Toubro Ltd.
9.25%
97.99 Lakh
HDFC Standard Life Insurance Company Ltd.
7.29%
77.22 Lakh
Bharat Petroleum Corpn. Ltd.
5.73%
60.70 Lakh
Ambuja Cements Ltd.
5.67%
60.06 Lakh
ICICI Lombard General Insurance Comapny Ltd.
5.07%
53.71 Lakh
Metropolis Healthcare Ltd.
5.01%
53.07 Lakh
DLF Ltd.
4.90%
51.91 Lakh
View All
View All

About Quant Tax Plan Direct-Dividend

Quant Tax Plan Direct-Dividend is a Tax Saver mutual fund scheme from Quant Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Sanjeev Sharma. It has an AUM of ₹10.59 Crores and the latest NAV decalared is ₹13.268 as on 13 Nov 2019 at 9:10 pm.
Quant Tax Plan Direct-Dividend scheme return performance in last 1 year is 7.64%, in last 3 years is 32.66% and 152.37% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:10.59 Cr
Category:Equity: ELSS
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Quant Mutual Fund
Quant Mutual Fund
View AMC Details
242.97 Cr
AUM
40
Schemes
Address
Address
6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg,Prabhadevi,400025
Phone Number
Phone Number
Phone : 022-62955000
Email / Website
Email / Website