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Partner With Us

Oct 19, 2021


Category

ELSS

AUM (Cr.)

433.15

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.25

Sharpe Ratio

38.16

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(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Quant Tax Plan-(G) 7.09 39.82 98.59 38.28 24.52 15.58
Benchmark - Nifty 50 3.84 -0.64 4.09 5.45 7.78 0
Category Average - BEST ELSS/TAX SAVER FUNDS 4.64 33.68 68.73 23.58 15.7 17.24
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
SBI Long Term Advantage Fund - Series VI (G) 18.3350 0.25 64.74 25.48 0.00 278.69 2.97 500.00 invest
SBI Long Term Advantage Fund - Series VI (IDCW) 18.3389 0.25 64.74 25.48 0.00 278.69 2.97 500.00 invest
Parag Parikh Tax Saver Fund (G) 19.4445 -0.20 55.79 0.00 0.00 312.74 0.00 500.00 invest
IDBI Equity Advantage Fund - Regular (G) 40.1100 -0.27 54.63 18.00 12.22 544.04 0.00 500.00 invest
HDFC Tax Saver Fund (IDCW) 61.4720 -97.48 64.22 15.46 11.79 9,361.46 1.90 500.00 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-Reliance Industr Sep 30, 2021 39.43 9.10 11.56
Equity-St Bk of India Sep 30, 2021 30.91 7.14 6.33
Equity-ITC Sep 30, 2021 30.69 7.08 18.80
Equity-Vedanta Sep 30, 2021 28.67 6.62 -5.00
Equity-Indbull.RealEst. Sep 30, 2021 22.12 5.11 9.93
Equity-HDFC Bank Sep 30, 2021 21.53 4.97 0.86
Equity-Adani Ports Sep 30, 2021 18.65 4.31 39.27
Equity-Oracle Fin.Serv. Sep 30, 2021 17.53 4.05 -3.06
Equity-Larsen & Toubro Sep 30, 2021 16.52 3.81 56.80
Equity-SBI Cards Sep 30, 2021 15.96 3.68 0.00

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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