Quant Tax Plan-(D)

Quant Tax Plan-(D)

AMC Name: Quant Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50 TRI
Fund Manager Sanjeev Sharma
Fund Horizon OPEN
Inception Date 31-Mar-2000
Scheme AUM(CR) ` 9.84
Minimum SIP/LUMPSUM ` 100/ ` 100
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,10,25
Entry Load Lock in 3 years as per ELSS provisions.
Exit Load Lock in 3 years as per ELSS provisions.
Expense Ratio 2.48

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 9.46% 5.57%
3 Month 9.33% 9.34%
6 Month 7.31% 7.94%
1 Year 6.54% 15.19%
3 Year 9.29% 14.32%
5 Year 12.48% 8.72%
Since Inception 12.72% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others