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  • Quant Tax Plan (Growth)

Formerly Escorts Tax Plan Gr

Quant Tax Plan (Growth)

Quant Tax Plan (Growth)

EquityTax Saving

Top Ranked

206.4195

NAV (Jul 29)

23.6%
5 Year CAGR
Scripbox Opinion

Top Ranked

Quant Tax Plan (Growth) is a good choice within tax saving mutual funds.

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

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).

Our analysis of this fundLearn how we rate funds ->

Track Record

21 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

258 Cr. Small within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Tax Saver Plan

Tax Saver Plan

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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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

No single fund can achieve what a plan can. Learn why

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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. This income may be complemented by possible dividend and other income.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.25 %
Launched (21y ago)
Mar 08, 2000
AUM in Crores
₹ 258
ISIN
INF966L01135
Lock-in
3
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
₹ 500
Lumpsum Min.
₹ 500
Fund Managers
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Ankit A. Pande

Fund Manager

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Vasav Sahgal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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Tax Saver Plan

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.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

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Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

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About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 2,404 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 28 equity,16 debt and 6 hybrid funds.

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  • tel-amc-about
    9819338394
  • mail-amc-about
    compliance.mf@quant.in
  • Quant Liquid Plan (G)

    Quant Liquid Plan (G)

    Liquid

    Top Ranked

    ₹ 268 Cr

    Fund Size

    5.90%

    3 Year CAGR

    3 Y CAGR

    Quant Liquid Fund Unclaimed Dividend (G)

    Quant Liquid Fund Unclaimed Dividend (G)

    Liquid

    Top Ranked

    ₹ 268 Cr

    Fund Size

    4.10%

    Till Date CAGR

    Till Date CAGR

    Quant Liquid Fund Unclaimed Redemption Investor Education Plan (G)

    Quant Liquid Fund Unclaimed Redemption Investor Education Plan (G)

    Liquid

    Top Ranked

    ₹ 268 Cr

    Fund Size

    4.10%

    Till Date CAGR

    Till Date CAGR

    Quant Liquid Fund Unclaimed Redemption Plan (G)

    Quant Liquid Fund Unclaimed Redemption Plan (G)

    Liquid

    Top Ranked

    ₹ 268 Cr

    Fund Size

    4.10%

    Till Date CAGR

    Till Date CAGR

    Quant Liquid Fund Unclaimed Dividend Investor Education Plan (G)

    Quant Liquid Fund Unclaimed Dividend Investor Education Plan (G)

    Liquid

    Top Ranked

    ₹ 268 Cr

    Fund Size

    4.10%

    Till Date CAGR

    Till Date CAGR

    growth

    Tax Saver Plan

    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.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Quant Tax Plan (G)

    About Quant Tax Plan (G)

    Quant Tax Plan (G) is a tax saving equity fund and has delivered an annualised return of 15.2% 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, Vasav Sahgal

    Quant Tax Plan (G) 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. 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.

    Quant Tax Plan (G) NAV,AUM,Risk

    The Quant Tax Plan (G) fund was launched on Mar 08, 2000. The NAV (Net Asset Value) of this tax saving equity as of 2021-07-29 is ₹ 206.4195. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 257.550. The category risk of the Quant Tax Plan (G) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    Quant Tax Plan (G) Holdings

    The fund’s highest allocation is towards equity and has invested 97.9% in this asset class. The top three holdings of the fund are itc ltd,aurobindo pharma ltd and bharti airtel ltd

    Quant Tax Plan (G) SIP

    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.

    Quant Tax Plan (G) Investment volatility and Horizon

    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) Review

    Quant Tax Plan (G) has a score of 4 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 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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