37.5%
3Y annualised
NAV Rs. 247.0
Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
₹500 | ₹500 | 0.57 % | 5★ | ₹2,506 | 10 Years |
---|---|---|---|---|---|
Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
₹500 | ₹500 | 0.57 % |
---|---|---|
Min SIP | Min Lumpsum | Expense Ratio |
5★ | ₹2,506 Cr | 10 Years |
Rating | Fund Size | Fund Age |
Scheme Objective
The primary objective is to generate capital appreciation by investing predominantly in a well diversified portfolio or equity shares with growth potential.
Scheme Performance
1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 6.6% | 37.5% | 21.5% | 20.4% | ||||
Category Average | -0.6% | 16.9% | 10.2% | - |
Scheme Allocation
Holding
Sector
Asset
St Bk of India
8.55%
ITC
8.54%
Ambuja Cements
7.72%
Reliance Industr
6.81%
Adani Ports
6.11%
Others
62.27%
Banks
24.24%
Cement
7.72%
Petroleum Products
7.3%
Power & Others
3.84%
Telecommunication Serv
3.78%
Others
53.12%
Equity
99.89%
Reverse Repos
0.37%
Net Curr Ass/Net Receivables
-0.28%
Others
0.02%
Fund House Details

Quant Tax Plan- Direct Growth
Fund Manager
Vasav Sahgal
Exit Load
Exit Load | Nil |
---|
Advance Ratio
0.03 | 1.37 | 1.03 | 0.04 |
Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
Quant Mutual Fund
AUM:
15,012 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
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"
The Quant Tax Plan- Direct Growth has delivered 20.4% since inception
The NAV of Quant Tax Plan- Direct Growth is ₹247.0 as of 01 February 2023.
The expense ratio of Quant Tax Plan- Direct Growth is 0.57 % as of 01 February 2023.
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”.