Quant Tax Plan (G)
Scheme Information
2019-08-19
| Asset Management Company (AMC) | Quant Money Managers Limited |
| Asset Class Type | Equity |
| Inception Date | Mar 31, 2000 |
| Benchmark | NIFTY 50 - TRI |
| Objective | To generate Capital Appreciation by investing predominantly in a well diversified portfolio of Equity Shares with growth potential. This Income may be complemented by possible dividend and other income. |
| Fund Manager | Sanjeev Sharma |
| AUM (In Crores) | 9.53 |
| Allocation |
Equity: 75.4478% Others: 24.5522% Equity: 83.57% Others: 16.43% Equity: 57.62% Others: 42.38% Equity: 84.23% Others: 15.77% Equity: 98.1338% Others: 1.8662% Equity: 95.405% Others: 4.595% Equity: 89.5193% Others: 10.4807% Equity: 62.7485% Others: 37.2515% Debt: 0.087% Equity: 71.6294% Others: 28.2836% Equity: 64.9899% Others: 35.0101% Equity: 70.7017% Others: 29.2983% Equity: 70.2631% Others: 29.7369% Equity: 73.25% Others: 26.75% Equity: 70.04% Others: 29.96% Equity: 72.3553% Others: 27.6447% Equity: 82.02% Others: 17.98% Equity: 68.95% Others: 31.05% Equity: 42.49% Others: 57.51% Equity: 41.85% Others: 58.14% Debt: 47.16% Equity: 29% Others: 23.84% Equity: 46.79% Others: 53.21% Equity: 37.43% Others: 62.57% Equity: 28.96% Others: 71.04% Equity: 70.58% Others: 29.42% Equity: 77.15% Others: 22.85% Equity: 82.3% Others: 17.7% Equity: 77.13% Others: 22.87% Equity: 66.41% Others: 33.6% Equity: 68.51% Others: 31.51% Equity: 80.74% Others: 19.3% Equity: 81.6908% Others: 18.3092% Equity: 90.7041% Others: 9.2959% Equity: 93.43% Others: 6.57% Equity: 52.0972% Others: 47.9028% Equity: 53.09% Others: 46.91% Equity: 57.62% Others: 42.38% Equity: 48.9% Others: 51.1% Equity: 52.54% Others: 47.46% Equity: 53.3% Others: 46.7% Equity: 58.79% Others: 41.21% Equity: 71.32% Others: 28.68% Debt: 16.02% Equity: 83.28% Others: 0.7% Debt: 16.87% Equity: 83.95% Others: -0.82% Debt: 16.2% Equity: 82.8% Others: 1% Debt: 15.54% Equity: 83.13% Others: 1.33% Debt: 10.33% Equity: 86.69% Others: 2.98% Equity: 91.34% Others: 8.66% Equity: 92.71% Others: 7.29% Equity: 94.06% Others: 5.94% Equity: 95.36% Others: 4.64% Debt: 3.17% Equity: 94.58% Others: 2.25% Debt: 3.12% Equity: 94.08% Others: 2.8% Debt: 3.01% Equity: 96.36% Others: 0.63% Debt: 3.03% Equity: 97.84% Others: -0.87% Debt: 0.6% Equity: 100.13% Others: -0.73% Debt: 6.6553% Equity: 87.1381% Others: 6.2066% Equity: 99.9007% Others: 0.0993% Equity: 87.2501% Others: 12.7499% Equity: 98.0751% Others: 1.9249% Equity: 96.7007% Others: 3.2993% Equity: 96.4287% Others: 3.5713% Equity: 93.995% Others: 6.005% Equity: 89.7972% Others: 10.2028% Equity: 96.8736% Others: 3.1264% Equity: 93.5705% Others: 6.4295% Equity: 99.8545% Others: 0.1455% Equity: 99.9938% Others: 0.0062% Equity: 97.0551% Others: 2.9449% Equity: 99.2327% Others: 0.7673% Equity: 94.4076% Others: 5.5924% Equity: 93.5053% Others: 6.4947% Equity: 89.786% Others: 10.214% Equity: 91.6173% Others: 8.3827% Equity: 97.9793% Others: 2.0207% |
| Minimum Investment Amount |
First Investment:
500
|
| Expense Ratio | 2.48 |
Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.
Recommended Funds
Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Debt:
Axis Liquid Fund (G) •
SBI Magnum Low Duration Fund (G) •
ICICI Prudential Corporate Bond Fund - Regular (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)