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Apr 19, 2021


Category

ELSS

AUM (Cr.)

106.05

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.48

Sharpe Ratio

0.10

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) 3.89 42.03 105.85 20.98 21.28 14.14
Benchmark - Nifty 50 3.84 -0.64 4.09 5.45 7.78 0
Category Average - BEST ELSS/TAX SAVER FUNDS -1.59 26.12 57.63 7.18 13.12 12.66
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 I (G) 19.0903 -0.22 79.92 10.38 14.19 34.42 2.89 500.00 invest
SBI Long Term Advantage Fund - Series III (G) 19.4781 -0.38 76.50 12.75 14.00 54.36 2.87 500.00 invest
SBI Long Term Advantage Fund - Series II (G) 20.1429 -0.43 76.65 11.54 15.58 29.02 2.89 500.00 invest
BOI AXA Midcap Tax Fund - Series 1 (D) 13.2600 -0.75 65.13 7.99 0.00 85.66 1.71 500.00 invest
HDFC Tax Saver Fund (D) 45.8780 -97.49 44.82 2.39 9.01 7,920.48 1.83 500.00 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
Reverse Repo-TREPS Mar 31, 2021 5.35 5.05 379.22
Equity-Stylam Industrie Mar 31, 2021 5.18 4.88 67.07
Equity-Fortis Health. Mar 31, 2021 4.55 4.29 25.76
Equity-Thyrocare Tech. Mar 31, 2021 4.33 4.09 0.00
Equity-Infosys Mar 31, 2021 4.16 3.93 18.72
Equity-TCS Mar 31, 2021 4.08 3.85 17.09
Equity-Sun Pharma.Inds. Mar 31, 2021 4.05 3.82 0.00
Equity-Tech Mahindra Mar 31, 2021 3.72 3.51 7.90
Equity-J B Chem & Pharm Mar 31, 2021 3.72 3.51 0.00
Equity-Bharti Airtel Mar 31, 2021 3.67 3.46 -7.01

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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