NAV
301.77
as on 21 Sep 23
-1.64 (-0.5%)
Last Change
35.4%
3Y CAGR returns
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
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 10% | 35.4% | 26% | 21.1% | ||||
Category Average | 13.6% | 24.3% | 14.2% | - |
Scheme Allocation
By Holding
By Sector
By Asset
9.15%
8.42%
6.43%
5.84%
5.47%
Others
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
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
Advance Ratio
13.46
Alpha
4.87
SD
0.9
Beta
1.97
Sharpe
Exit Load
Exit Load | Nil |
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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
- Fund Name
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
Franklin India Taxshield – Direct Growth- Equity .
- ELSS .
-
- 5,246
-
22.4%Fund Size - 5,246
-
28.9%Fund Size - 5,246
-
14.7%Fund Size - 5,246
-
Nippon India Tax Saver (ELSS) Fund – Dir Growth- Equity .
- ELSS .
-
- 12,543
-
19.3%Fund Size - 12,543
-
28%Fund Size - 12,543
-
11.5%Fund Size - 12,543
-
Kotak Tax Saver Fund – Direct Growth- Equity .
- ELSS .
-
- 4,088
-
20%Fund Size - 4,088
-
26.1%Fund Size - 4,088
-
17.4%Fund Size - 4,088
-
Sundaram Tax Savings Fund – Direct Growth- Equity .
- ELSS .
-
- 1,084
-
16.1%Fund Size - 1,084
-
25.3%Fund Size - 1,084
-
13.8%Fund Size - 1,084
-
ICICI Pru Long Term Equity Fund – Direct Growth- Equity .
- ELSS .
-
- 11,227
-
17.6%Fund Size - 11,227
-
24.6%Fund Size - 11,227
-
13.8%Fund Size - 11,227
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
- Banks - 18.13%
- Pharmaceuticals & Biotech - 9.99%
- Petroleum Products - 9.45%
- Realty - 9.12%
- 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
- Reliance Industr - 9.15%
- HDFC Bank - 8.42%
- NTPC - 6.43%
- DLF - 5.84%
- 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.
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.