Quant Tax Plan- Direct Growth

Equity · ELSS
 · ★★★★★
500
Min SIP
500
Min Lumpsum
0.57 %
Expense Ratio
★★★★★
Rating
4,605
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 21 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 10% 35.4% 26% 21.1%
Category Average 13.6% 24.3% 14.2% -

Scheme Allocation

By Holding
By Sector
By Asset
8.42%
6.43%
DLF
5.84%
Others
64.69%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 9.15%
HDFC Bank Banks Equity 8.42%
NTPC Power Generation & Distribution Equity 6.43%
DLF Realty Equity 5.84%
Aurobindo Pharma Pharmaceuticals Equity 5.47%
Jindal Steel Steel Equity 5.34%
Sun Pharma.Inds. Pharmaceuticals Equity 5.06%
LTIMindtree IT - Software Equity 5%
St Bk of India Banks Equity 4.94%
UltraTech Cem. Cement Equity 4.07%
Jio Financial Finance Equity 3.31%
Capri Global Finance Equity 2.74%
Macrotech Devel. Construction Equity 2.44%
Escorts Kubota Automobile Equity 2.41%
Punjab Natl.Bank Banks Equity 2.27%
IRB Infra.Devl. Infrastructure Developers & Operators Equity 2.04%
Jindal Stain. Steel Equity 1.82%
B H E L Capital Goods - Electrical Equipment Equity 1.78%
Bikaji Foods FMCG Equity 1.41%
Linde India Chemicals Equity 1.37%
Kotak Mah. Bank Banks Equity 1.37%
Tata Steel Steel Equity 1.36%
Piramal Enterp. Finance Equity 1.33%
Nestle India FMCG Equity 1.15%
BSE Miscellaneous Equity 1.13%
Bosch Auto Ancillaries Equity 1.12%
Bharat Forge Castings, Forgings & Fastners Equity 1.02%
Bandhan Bank Banks Equity 0.94%
Adani Enterp. Trading Equity 0.87%
Apollo Hospitals Healthcare Equity 0.87%
Delta Corp Miscellaneous Equity 0.69%
A B B Capital Goods - Electrical Equipment Equity 0.59%
Sundaram Finance Finance Equity 0.56%
Sundram Fasten. Auto Ancillaries Equity 0.55%
CRISIL Credit Rating Agencies Equity 0.52%
GAIL (India) Gas Distribution Equity 0.5%
BEML Ltd Capital Goods-Non Electrical Equipment Equity 0.46%
H P C L Refineries Equity 0.44%
Banks
18.13%
Pharmaceuticals & Biotech
9.99%
Petroleum Products
9.45%
Realty
9.12%
Ferrous Metals
7.21%
Others
46.1%
View all Sectors
Sectors Asset
Banks 18.13%
Pharmaceuticals & Biotech 9.99%
Petroleum Products 9.45%
Realty 9.12%
Ferrous Metals 7.21%
Power 6.62%
IT-Software 4.89%
Finance 4.81%
Construction 4.7%
Cement & Cement Products 4.24%
Food Products 2.69%
Entertainment 2.48%
Electrical Equipments 1.8%
Agricultural, Commercial 1.8%
Auto Components 1.62%
Non-Ferrous Metals 1.6%
Consumable Fuels 1.26%
Debt 1.2%
Chemicals & Petrochemical 1.14%
Agricultural Food & other 1.08%
Telecom-Services 0.85%
Leisure Services 0.79%
Cash & Others 0.56%
Gas 0.54%
Capital Markets 0.5%
Equity
96.77%
Reverse Repos
2.74%
Net Curr Ass/Net Receivables
0.47%
Others
0.02%

Advance Ratio

13.46
Alpha
4.87
SD
0.9
Beta
1.97
Sharpe

Exit Load

Exit Load Nil

Fund Objective

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

Fund Managers

Vasav Sahgal

One of Quant Mutual Fund’s youngest but most dynamic money managers, Mr. Vasav Sahgal is a Money Manager – Valuation Analytics – and has experience in investment analytics across fixed income and equity products. Mr. Sahgal has a B.Com. degree from Jai Hind College and later completed the three-year Chartered Financial Analyst course.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Quant Mutual Fund
AUM:
23,366 Cr
Address:
6th Floor, Sea Breeze Building, A. M. Road, Prabhadevi Mumbai - 400025
Contact:
022-62955000
Email ID:
compliance.mf@quant.in

Frequently Asked Questions

How to invest in Quant Tax Plan- Direct Growth ?

You can invest in Quant Tax Plan- Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Quant Tax Plan- Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Quant Tax Plan- Direct Growth ?

The NAV of Quant Tax Plan- Direct Growth is ₹301.7 as of 21 September 2023.

How to redeem Quant Tax Plan- Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Quant Tax Plan- Direct Growth?

The minimum SIP amount of Quant Tax Plan- Direct Growth is ₹500

What are the top sectors Quant Tax Plan- Direct Growth has invested in?

The top sectors Quant Tax Plan- Direct Growth has invested in are
  1. Banks - 18.13%
  2. Pharmaceuticals & Biotech - 9.99%
  3. Petroleum Products - 9.45%
  4. Realty - 9.12%
  5. Ferrous Metals - 7.21%

Can I make investments in both the SIP and Lump Sum schemes of Quant Tax Plan- Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Quant Tax Plan- Direct Growth based on your investment objective and risk tolerance.

How much returns have Quant Tax Plan- Direct Growth generated ?

The Quant Tax Plan- Direct Growth has delivered 21.1% since inception

What is the expense ratio of Quant Tax Plan- Direct Growth ?

The expense ratio of Quant Tax Plan- Direct Growth is 0.57 % as of 21 September 2023.

What is the AUM of Quant Tax Plan- Direct Growth?

The AUM of Quant Tax Plan- Direct Growth is ₹23,366 Cr as of 21 September 2023

What are the top stock holdings of Quant Tax Plan- Direct Growth?

The top stock holdings of Quant Tax Plan- Direct Growth are
  1. Reliance Industr - 9.15%
  2. HDFC Bank - 8.42%
  3. NTPC - 6.43%
  4. DLF - 5.84%
  5. Aurobindo Pharma - 5.47%

How can I redeem my investments in Quant Tax Plan- Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Quant Tax Plan- Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now