Mutual Fund Details

Quant Tax Plan Direct-Growth

Name: Quant Tax Plan Direct-Growth
Brand: Quant Mutual Fund

Tax Saver ELSS

NAV

₹304.0150

as on 29 Sep 2023, 11:00 PM

₹1.0243(0.34%)

Last Change

Scheme Ratings

ELSS

3Y Returns

rated by Value Research

ELSS

Rankings based on 3Y Returns | as on 02 Oct 2023

Quant Tax Plan Direct-Growth

36.83%

Bandhan Tax Advantage (ELSS) Direct Plan-Growth

32.10%

Franklin India Taxshield Direct-Growth

29.76%

HDFC Taxsaver Direct Plan-Growth

29.01%

Nippon India Tax Saver (ELSS) Fund Direct-Growth

28.86%

Schemes Managed By

Vasav Sahgal

Ankit A Pande

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹2,42,772

₹2,55,945

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹1,55,945

Profit (absolute return)

155.95%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

9.84%

In the last 6 months

23.24%

In the last 1 year

16.83%

In the last 3 years

155.95%

In the last 5 years

228.05%

In the last 10 years

854.14%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Quant Tax Plan Direct-Growth

as of 31 Aug 2023, 05:30 AM

₹4,605.78 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

No charges on withdrawal

0.76%

Expense Ratio

Plan

Growth

3.22%

Cash Holding

Benchmark

NIFTY 500 Total Return Index

Scheme Document

View

Benchmark

NIFTY 500 Total Return Index

Exit Load

No charges on withdrawal

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Aug 2023

Sort By

Value

Sector

Financial

25.69%

₹1,183.05 Cr

Energy

16.53%

₹761.25 Cr

Healthcare

12.73%

₹586.33 Cr

Construction

10.32%

₹475.10 Cr

Metals & Mining

8.52%

₹392.37 Cr

Others

26.22%

₹1,207.63 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Aug 2023

Sort By

Value

Sector

Financial

25.69%

₹1,183.05 Cr

Energy

16.53%

₹761.25 Cr

Healthcare

12.73%

₹586.33 Cr

Construction

10.32%

₹475.10 Cr

Metals & Mining

8.52%

₹392.37 Cr

Others

26.22%

₹1,207.63 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Aug 2023

Sort By

Value

Company

Reliance Industries Ltd.

9.15%

₹421.43 Cr

HDFC Bank Ltd.

8.42%

₹387.81 Cr

National Thermal Power Corp. Ltd.

6.43%

₹296.15 Cr

DLF Ltd.

5.84%

₹268.98 Cr

Aurobindo Pharma Ltd.

5.47%

₹251.94 Cr

Others

64.69%

₹2,979.48 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Aug 2023

Sort By

Value

Company

Reliance Industries Ltd.

9.15%

₹421.43 Cr

HDFC Bank Ltd.

8.42%

₹387.81 Cr

National Thermal Power Corp. Ltd.

6.43%

₹296.15 Cr

DLF Ltd.

5.84%

₹268.98 Cr

Aurobindo Pharma Ltd.

5.47%

₹251.94 Cr

Others

64.69%

₹2,979.48 Cr

View All

Funds in this Category

This fund's returns:

36.83%

Return Duration

3 Years

Bandhan Tax Advantage (ELSS) Direct Plan-Growth

Franklin India Taxshield Direct-Growth

HDFC Taxsaver Direct Plan-Growth

About Quant Tax Plan Direct-Growth

Quant Tax Plan Direct-Growth is a Tax Saver mutual fund scheme from Quant Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Vasav Sahgal and Ankit A Pande. It has an AUM of ₹4,605.78 Crores and the latest NAV decalared is ₹304.015 as on 02 Oct 2023 at 9:16 pm.

Quant Tax Plan Direct-Growth scheme return performance in last 1 year is 16.83%, in last 3 years is 155.95% and 676.50% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:	₹4,605.78 Cr
Category:	Equity: ELSS
Launch Date:	Invalid date
Fund Type:	Open-End

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.