Formerly Escorts Tax Plan Gr
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Outperformance Consistency metric has been Good
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (May 31)
6 Month CAGR
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.
Launched (23y ago)
Mar 08, 2000
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Quant Tax Plan (Growth)||12,74,582||5,41,970||21.7%|
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.
reliance industries ltd9.8%
hdfc bank ltd9.4%
itc ltd shs dematerialised9.1%
state bank of india7.7%
larsen & toubro ltd6.9%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 14,448 cr
₹ 8,056 cr
₹ 10,178 cr
₹ 8,860 cr
₹ 7,811 cr
Quant Money Managers Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
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).
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.