Quant Tax Plan - Growth Option - Direct Plan

Quant Tax Plan - Growth Option - Direct Plan

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Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 0.57% As on (31-10-2021)
Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 554.93 Cr As on (30-11-2021)
Turn over: 12.00
NAV as on 21-01-2022

241.8434

-3.61 (-1.4926%)

CAGR Since Inception

22.26%

NIFTY 50 TRI 14.26%

PERFORMANCE of Quant Tax Plan - Growth Option - Direct Plan

Scheme Performance (%) Data as on - 21-01-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant Tax Plan - Growth Option - Direct Plan 58.51 38.35 26.97 - 22.26
NIFTY 50 TRI 22.71 19.04 17.75 14.81 14.26
Equity: ELSS 27.79 18.97 16.03 16.46 15.22

Yearly Performance (%)

Nav Movement

Fund Managers

Vasav Sahgal,Ankit A Pande

Investment Objective

The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.

RETURNS CALCULATOR for Quant Tax Plan - Growth Option - Direct Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Quant Tax Plan - Growth Option - Direct Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Tax Plan - Growth Option - Direct Plan 14.96 1.42 2.16 1.01 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Quant Tax Plan - Growth Option - Direct Plan

Period
Data as on - 21-01-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quant Tax Plan - Growth Option - Direct Plan 01-01-2013 58.51 57.21 38.35 26.97 0.0
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 55.21 54.11 35.95 25.47 19.98
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 42.94 32.39 23.29 19.43 18.96
HDFC Long Term Advantage Plan - Growth Plan 05-01-2001 35.51 24.93 20.64 17.39 17.56
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 35.3 34.37 28.81 21.55 17.86
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 35.13 27.67 21.18 17.69 0.0
Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan - Growth 05-10-2016 34.89 26.64 19.63 13.21 0.0
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 34.24 18.19 13.35 9.59 15.32
Baroda ELSS 96 Plan A -Growth Option 02-03-2015 33.04 27.18 19.95 14.22 0.0
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 32.8 31.74 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Quant Tax Plan - Growth Option - Direct Plan

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300