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Partner With Us

Jun 11, 2021


Category

ELSS

AUM (Cr.)

147.76

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.48

Sharpe Ratio

0.15

Beta Ratio

0.00

Fund Manager

Vasav Sahgal

Inception Date

Mar 31, 2000

Risk Level

Very High

Investment Objective

The primary objective is to generate capital appreciation by investing predominantly in a well diversified portfolio or equity shares with growth potential.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period (Months)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Quant Tax Plan-(G) 4.51 46.93 125.97 29.08 23.65 15.01
Benchmark - Nifty 50 3.84 -0.64 4.09 5.45 7.78 0
Category Average - BEST ELSS/TAX SAVER FUNDS 7.58 24.62 70.8 12.64 14.96 14.82
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ITI Long Term Equity Fund (G) 14.4432 1.50 65.89 0.00 0.00 81.10 2.58 500.00 invest
IDFC Tax Advantage (ELSS) Fund (G) 85.6800 0.68 90.19 14.10 17.38 3,271.32 1.94 500.00 invest
Baroda ELSS `96 - Plan A (G) 61.9300 0.52 66.48 10.24 12.13 187.20 2.49 5,000.00 invest
Baroda ELSS `96 - Plan A (Bonus) 61.9300 0.52 66.48 10.24 12.13 187.20 2.49 5,000.00 invest
HDFC Tax Saver Fund (D) 51.3260 -97.45 55.23 6.86 10.62 8,397.24 1.93 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-ICICI Bank Apr 30, 2021 11.44 7.74 0.00
Equity-Fortis Health. Apr 30, 2021 7.46 5.05 63.93
Equity-Stylam Industrie Apr 30, 2021 6.80 4.61 31.40
Equity-Vedanta Apr 30, 2021 6.59 4.46 116.46
Equity-Thyrocare Tech. Apr 30, 2021 6.10 4.13 40.78
Equity-Sun Pharma.Inds. Apr 30, 2021 5.87 3.98 45.03
Equity-Anupam Rasayan Apr 30, 2021 5.43 3.68 0.00
Equity-ICICI Securities Apr 30, 2021 5.37 3.63 0.00
Equity-J B Chem & Pharm Apr 30, 2021 4.14 2.80 11.14
Equity-Infosys Apr 30, 2021 4.12 2.79 -1.00

latest news

SCHEME DETAILS

AMC Name : Quant Mutual Fund
Fund Name : Quant Tax Plan-(G)
Contact Persone : Vasav Sahgal
Registered Address : 6th Floor, Sea Breeze Building,A. M. Road, PrabhadeviMumbai - 400025
Telephone No : 9819338394 - 022-62955000
Fax No. :
Email : compliance.mf:quant.in
Website : www.quant-mutual.com
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