Quant Tax Plan- Direct Growth

Equity · ELSS
 · ★★★★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.57 %
Expense Ratio
★★★★★
Rating
4,433
Fund Size (in Cr)
12 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

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 13.3% 36.6% 25% 20.7%
Category Average 9.7% 22.7% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
9.19%
6.62%
DLF
6.25%
Others
63.34%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 9.19%
Reliance Industr Refineries Equity 8.93%
NTPC Power Generation & Distribution Equity 6.62%
DLF Realty Equity 6.25%
St Bk of India Banks Equity 5.67%
Aurobindo Pharma Pharmaceuticals Equity 5.22%
LTIMindtree IT - Software Equity 4.89%
UltraTech Cem. Cement Equity 4.24%
Jindal Steel Steel Equity 4.13%
Sun Pharma.Inds. Pharmaceuticals Equity 3.49%
Macrotech Devel. Construction Equity 2.87%
Capri Global Finance Equity 2.77%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.72%
Zee Entertainmen Entertainment Equity 2.48%
Punjab Natl.Bank Banks Equity 2.32%
IRB Infra.Devl. Infrastructure Developers & Operators Equity 1.98%
Escorts Kubota Automobile Equity 1.8%
Jindal Stain. Steel Equity 1.66%
Hindalco Inds. Non Ferrous Metals Equity 1.6%
Tata Steel Steel Equity 1.42%
Bikaji Foods FMCG Equity 1.42%
Dr Reddy's Labs Pharmaceuticals Equity 1.28%
Nestle India FMCG Equity 1.27%
Coal India Mining & Mineral products Equity 1.26%
B H E L Capital Goods - Electrical Equipment Equity 1.24%
Bosch Auto Ancillaries Equity 1.19%
Linde India Chemicals Equity 1.14%
Tata Consumer Plantation & Plantation Products Equity 1.08%
Bandhan Bank Banks Equity 0.95%
Jio Financial Finance Equity 0.92%
Piramal Enterp. Finance Equity 0.91%
Tata Comm Telecomm-Service Equity 0.85%
Delta Corp Miscellaneous Equity 0.79%
Sundaram Finance Finance Equity 0.6%
A B B Capital Goods - Electrical Equipment Equity 0.56%
GAIL (India) Gas Distribution Equity 0.54%
CRISIL Credit Rating Agencies Equity 0.53%
H P C L Refineries Equity 0.52%
BSE Miscellaneous Equity 0.5%
Sundram Fasten. Auto Ancillaries Equity 0.43%
Ipca Labs. Pharmaceuticals Equity 0%
Banks
18.13%
Pharmaceuticals & Biotech
9.99%
Petroleum Products
9.45%
Realty
9.12%
Ferrous Metals
7.21%
Others
46.1%
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
98.24%
Reverse Repos
1.2%
Net Curr Ass/Net Receivables
0.56%
Others
0%

Advance Ratio

1.09
Alpha
4.89
SD
0.9
Beta
0.55
Sharpe

Exit Load

Exit Load Nil

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

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

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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 ₹289.4 as of 18 August 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
  1. Banks - 18.13%
  2. Pharmaceuticals & Biotech - 9.99%
  3. Petroleum Products - 9.45%
  4. Realty - 9.12%
  5. 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 20.7% 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 18 August 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 18 August 2023

What are the top stock holdings of Quant Tax Plan- Direct Growth?

The top stock holdings of Quant Tax Plan- Direct Growth are
  1. HDFC Bank - 9.19%
  2. Reliance Industr - 8.93%
  3. NTPC - 6.62%
  4. DLF - 6.25%
  5. St Bk of India - 5.67%

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.
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