- Mutual Funds
- Quant Mutual Fund
- Quant Tax Plan (Growth)
Formerly Escorts Tax Plan Gr
Quant Tax Plan (Growth)
₹ 240.7181
NAV (May 31)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 240.7181
NAV (May 31)
Fund Returns
Last 1Y | 11.1% |
Last 3Y | 42.4% |
Last 5Y | 21.7% |
Last 10Y | 22.1% |
Since Inception | 14.7% |
6 Month CAGR | -5.4% |
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. There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 2.32 |
Launched (23y ago) | Mar 08, 2000 |
AUM in Crores | 3533.359 |
ISIN | INF966L01135 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 18.1 |
Standard Deviation (5yr) | 21.6 |
Beta (3yr) | 0.93 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 1.845 |
Sharpe Ratio (5yr) | 0.745 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant Tax Plan (Growth) | 12,74,582 | 5,41,970 | 21.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
reliance industries ltd
9.8%hdfc bank ltd
9.4%itc ltd shs dematerialised
9.1%state bank of india
7.7%larsen & toubro ltd
6.9%Allocation by Sector
financial services
28.7%basic materials
12.1%consumer defensive
11.8%energy
10.2%industrials
9.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,448 cr | ||
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Quant Money Managers Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
34.1% | 16.6% | ||
36.9% | 10.3% | ||
63.4% | 11% | ||
40.9% | 13.4% | ||
37.9% | 12.4% |
Quant Tax Plan (G) Review
Quant Tax Plan (G) is a Tax Saving Equity fund and has delivered an annualised return of 14.7% 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 5/31/2023 is ₹240.72 with the total AUM as of 6/1/2023 is ₹3533.359. 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 11.1% 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)?
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 2.32% for regular plan.