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  • Quant Mutual Fund
  • Quant Tax Plan (Growth)

Formerly Escorts Tax Plan Gr

Quant Mutual Fund

Quant Tax Plan (Growth)

EquityTax Saving
Top Ranked

292.0925

NAV (Nov 28)

26.4%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

292.0925

NAV (Nov 28)

Fund Returns

Last 1Y
14.9%
Last 3Y
32.7%
Last 5Y
26.4%
Last 10Y
24.1%
Since Inception
15.2%
6 Month CAGR
22%

Scheme Information

Investment Objective

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. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
1.85
Launched (23y ago)
Mar 08, 2000
AUM in Crores
4956.535
ISIN
INF966L01135
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
17.1
Standard Deviation (5yr)
21.2
Beta (3yr)
0.93
Beta (5yr)
1
Sharpe Ratio (3yr)
1.448
Sharpe Ratio (5yr)
0.926
YTM
0
Fund Managers

Vasav Sahgal

Fund Manager

Ankit A. Pande

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quant Tax Plan (Growth)70%14,53,068 7,20,45626.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2023-11-28

Top Stock Holdings

reliance industries ltd

9.9%
9.9%

dlf ltd

6.9%
6.9%

aurobindo pharma ltd

6.1%
6.1%

sun pharmaceuticals industries ltd

6.1%
6.1%

state bank of india

4.6%
4.6%
See all holdings

Allocation by Sector

basic materials

18.5%
18.5%

financial services

17.3%
17.3%

healthcare

13.7%
13.7%

energy

13.1%
13.1%

real estate

9.6%
9.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 11,693 cr

₹ 11,883 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 36,742 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 43 equity,16 debt and 6 hybrid funds.amc-img
022-62955000
help.investor@quant.in
Fund NameScripbox Opinion
Till Date CAGR

24.1%

16.7%

27%

10.7%

43.6%

11.8%

32%

14.1%

35.2%

13.3%

Quant Tax Plan (G) Review

Quant Tax Plan (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.2% over a period of 23 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, Vasav Sahgal.

Nav of Quant Tax Plan (G) as of 11/28/2023 is ₹292.09 with the total AUM as of 11/29/2023 is ₹4956.535. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Tax Plan (G) was launched on Mar 08, 2000. The category risk of the fund is Very High Risk.

The minimum SIP amount for Quant Tax Plan (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Quant Tax Plan (G) 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 500 TR INR.

Quant Tax Plan (G) is rated as a 4 fund in Equity and delivered 14.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant Tax Plan (G).

Frequently Asked Questions

What is Quant Tax Plan (G)?

Quant Tax Plan (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Quant Tax Plan (G)?

You can invest in Quant Tax Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Quant Tax Plan (G)?

The minimum sip amount for Quant Tax Plan (G) is ₹500. You can invest in multiples of ₹500.

Is Quant Tax Plan (G) good to invest in?

As per Scripbox experts, Quant Tax Plan (G) is a Top Ranked fund. You can investQuant Tax Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Quant Tax Plan (G)?

The expense ratio of the Quant Tax Plan (G) is 1.85% for regular plan.