Formerly Escorts Tax Plan Gr
₹ 153.7297
NAV (Mar 01)
Neutral
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Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Track Record
21 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
50 Cr. Negligible within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.
No single fund can achieve what a plan can. Learn why
Scheme Information
The investment objective of the Scheme is 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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.48 %
Expense Ratio
Mar 08, 2000
Launched (21y ago)
₹ 50
AUM in Crores
INF966L01135
ISIN
3
Lock-in
IISL Nifty 50 TR INR
Benchmark
₹ 500
SIP Minimum
₹ 500
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.
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About the AMC
Quant Money Managers Limited
Quant Money Managers Limited manages assets worth 665 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 25 equity,16 debt and 6 hybrid funds.
Aggressive Hybrid
₹ 14 Cr
Fund Size
15%
3Y returns
Multi Asset Allocation
₹ 13 Cr
Fund Size
15.1%
3Y returns
Sectoral / Thematic - Consumption
₹ 5 Cr
Fund Size
12%
3Y returns
Mid Cap
₹ 27 Cr
Fund Size
12.2%
3Y returns
Diversified
₹ 10 Cr
Fund Size
9.2%
3Y returns
Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.
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Quant Tax Plan (G) is a tax saving equity fund and has delivered an annualised return of 13.9% over a period of 21 years .The fund was previously known as Escorts Tax Plan Gr.The fund is managed by Quant Money Managers Limited.The fund managers are Ankit A. Pande, Rochan Pattnayak, Sandeep Tandon, Vasav Sahgal
The investment objective of the Scheme is 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. However, there is no assurance that the objective of the scheme will be realized.
The Quant Tax Plan (G) fund was launched on Mar 08, 2000. The NAV (Net Asset Value) of this tax saving equity as of 2021-03-01 is ₹ 153.7297. The total AUM (Asset Under Management) of the fund as of 2021-03-01 is ₹ 49.195. The category risk of the Quant Tax Plan (G) fund is Very High Risk. The fund charges 2.48 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 97.0% in this asset class. The top three holdings of the fund are bharti airtel ltd,fortis healthcare ltd and sun pharmaceuticals industries ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 500 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR
Quant Tax Plan (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Quant Tax Plan (G) has a score of 1 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.