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Partner With Us NRI

Oct 04, 2022


Category

ELSS

AUM (Cr.)

1,787.29

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.12

Sharpe Ratio

6.23

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) 0.32 2.44 10.72 39.56 22.02 15.17
Benchmark - Nifty 50 3.84 -0.64 4.09 5.45 7.78 0
Category Average - BEST ELSS/TAX SAVER FUNDS -0.55 -0.21 1.46 20.56 11.56 14.64
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
IDBI Equity Advantage Fund - Regular (G) 38.3300 2.46 -0.03 13.16 9.17 504.95 0.00 500.00 invest
AXIS Long Term Equity Fund (G) 67.0872 2.31 -12.02 13.30 11.48 32,654.14 1.61 500.00 invest
Sundaram Diversified Equity (G) 151.7314 2.30 2.00 16.31 8.90 1,855.96 2.12 500.00 invest
JM Tax Gain Fund (IDCW) 27.9814 2.27 -3.29 17.01 12.04 70.36 0.00 500.00 invest
HDFC Tax Saver Fund (IDCW) 56.6950 -97.67 7.45 16.64 8.96 9,787.51 1.79 500.00 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-Ambuja Cements Aug 31, 2022 146.50 8.20 211.64
Equity-St Bk of India Aug 31, 2022 128.78 7.21 5.88
Equity-ITC Aug 31, 2022 122.80 6.87 5.76
Equity-Larsen & Toubro Aug 31, 2022 111.96 6.26 27.69
Equity-Adani Ports Aug 31, 2022 111.79 6.25 24.85
Equity-Adani Enterp. Aug 31, 2022 107.19 6.00 24.33
Equity-Patanjali Foods Aug 31, 2022 97.40 5.45 7.71
Equity-NTPC Aug 31, 2022 94.94 5.31 307.30
Net CA & Others-Net CA & Others Aug 31, 2022 64.25 3.60 1,483.38
Equity-Indian Hotels Co Aug 31, 2022 54.91 3.07 8.60

latest news

quant Liquid Fund change in Risk-O-Meter

quant Mutual Fund has announced change in Risk-O-Meter of quant Liquid Fund...

Oct 04, 2022 10:55

quant Mutual Fund Announces Appointment of Key Personnel

quant Mutual Fund has announced that Surendra Yadav has been appointed as t...

Jun 30, 2022 10:19

quant Mutual Fund Announces Appointment of Fund Manager and Key Personnels

quant Mutual Fund has announced that the following changes in the Key Perso...

Jun 07, 2022 10:03

quant Mutual Fund Announces Appointment of Fund Manager and Key Personnel

quant Mutual Fund has announced that the following changes in the Key Perso...

Apr 07, 2022 09:56

quant MF change in benchmark

quant Mutual Fund has approved change in the benchmark index of quant Liqui...

Apr 01, 2022 10:41

Quant Mutual Fund Announces change in key features

Quant Mutual Fund has announced that change in the key features of the sche...

Jan 08, 2022 11:36

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