• Mutual Funds
  • Quant Mutual Fund
  • Quant Tax Plan (Growth)

Formerly Escorts Tax Plan Gr

Quant Mutual Fund

Quant Tax Plan (Growth)

EquityTax Saving

Top Ranked

239.3309

NAV (Jan 25)

20.1%
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

Satisfactory

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

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

239.3309

NAV (Jan 25)

Fund Returns

Last 1Y

8.4%

Last 3Y

34.8%

Last 5Y

20.1%

Last 10Y

20.4%

Since Inception

14.9%

6 Month CAGR

8.7%

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

2.62

Launched (23y ago)

Mar 08, 2000

AUM in Crores

2506.484

ISIN

INF966L01135

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

24.3

Standard Deviation (5yr)

21.5

Beta (3yr)

0.95

Beta (5yr)

0.97

Sharpe Ratio (3yr)

1.292

Sharpe Ratio (5yr)

0.769

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%1,220,033 487,42120.1%
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.

Asset allocation and Holdings

Last updated on 2023-01-25

Top Stock Holdings

state bank of india

8.6%
8.6%

itc ltd

8.5%
8.5%

ambuja cements ltd

7.7%
7.7%

reliance industries ltd

6.8%
6.8%

adani ports & special economic zone ltd

6.1%
6.1%
See all holdings

Allocation by Sector

financial services

26.7%
26.7%

consumer defensive

16.3%
16.3%

basic materials

16%
16%

industrials

11.3%
11.3%

energy

7.9%
7.9%
See all sectors

Compare Quant Tax Plan (Growth)

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 15,500 cr

₹ 10,444 cr

₹ 4,848 cr

₹ 15,500 cr

₹ 10,444 cr

About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 17,175 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.

amc-img

  • 022-62955000
  • help.investor@quant.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    28.2%

    16.9%

    29.1%

    10.5%

    49.7%

    10.9%

    4.6%

    7.5%

    34.4%

    13.6%

    Quant Tax Plan (G) Review

    Quant Tax Plan (G) is a Tax Saving Equity fund and has delivered an annualised return of 14.9% over a period of 22 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 1/25/2023 is ₹239.33 with the total AUM as of 1/27/2023 is ₹2506.484. 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 8.4% 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 2.62% for regular plan.