| Category: Equity: ELSS |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 0.57% As on (30-06-2022) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,370.2 Cr As on (30-06-2022) |
| Turn over: 12.00 |
Scheme Performance (%) Data as on - 08-08-2022
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Quant Tax Plan - Growth Option - Direct Plan | 11.93 | 40.93 | 22.75 | - | 21.2 |
| NIFTY 500 TRI | 8.79 | 19.97 | 12.73 | 14.88 | 16.57 |
| Equity: ELSS | 5.15 | 18.45 | 10.95 | 15.21 | 13.74 |
Yearly Performance (%)
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.
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Quant Tax Plan - Growth Option - Direct Plan | 14.96 | 1.1 | 15.93 | 0.99 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
| 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 | 11.93 | 49.81 | 40.93 | 22.75 | 0.0 |
| HDFC Taxsaver - Growth Plan | 05-03-1996 | 14.17 | 30.28 | 17.34 | 8.7 | 13.63 |
| Parag Parikh Tax Saver Fund- Regular Growth | 08-07-2019 | 10.75 | 27.73 | 23.34 | 0.0 | 0.0 |
| Quant Tax Plan - Growth Option - Regular Plan | 01-04-2000 | 9.78 | 46.83 | 38.25 | 21.07 | 20.44 |
| Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 02-01-2013 | 9.26 | 28.83 | 19.33 | 11.0 | 16.49 |
| Tata India Tax Savings Fund-Growth-Regular Plan | 13-10-2014 | 9.18 | 27.35 | 17.67 | 11.54 | 0.0 |
| Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option | 05-09-2005 | 9.0 | 33.11 | 17.25 | 5.05 | 13.7 |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 8.99 | 28.19 | 16.94 | 8.41 | 13.47 |
| IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth | 26-12-2008 | 8.3 | 37.27 | 23.99 | 13.27 | 17.49 |
| Union Long Term Equity Fund - Growth Option | 23-12-2011 | 8.14 | 28.76 | 21.68 | 13.04 | 13.93 |
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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