scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • Quant Mutual Fund
      right-arrow
    • Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A)

    Formerly Quant Tax Plan DP

    Quant Mutual Fund

    Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A)

    EquityTax Saving

    Top Ranked

    29.9744

    NAV (Sep 23)

    23.7%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A) 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).

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    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

    369 Cr. Small within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

    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.

    • 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

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

    chart-amc-about

    Historical NAV

    29.9744

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    93%
    Last 3Y
    32.4%
    Last 5Y
    23.7%
    Last 10Y
    18.2%
    Since Inception
    15%
    6 Month CAGR
    36.4%
    info-icon-blue

    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

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.25
    Launched (21y ago)
    Mar 08, 2000
    AUM in Crores
    368.441
    ISIN
    INF966L01119
    Lock-in
    3
    Benchmark
    IISL Nifty 50 TR INR
    SIP Minimum
    500
    Lumpsum Min.
    500
    Fund Managers
    user-avatar

    Ankit A. Pande

    Fund Manager

    user-avatar

    Vasav Sahgal

    Fund Manager

    calculator

    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.

    build-long-item-wealth-img

    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

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Quant Money Managers Limited

    Quant Money Managers Limited manages assets worth 3,479 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

  • tel-amc-about
    9819338394
  • mail-amc-about
    compliance.mf@quant.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.7%

    7.8%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    18.9%

    14%

    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

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    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 of Income Distribution cum capital withdrawal (PIDCW-A)

    About Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A)

    Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 15% over a period of 21 years. The fund was previously known as Quant Tax Plan DP . The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Vasav Sahgal

    Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A) 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 of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk

    The Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Mar 08, 2000. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-09-23 is ₹29.97. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹368.441. The category risk of the Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.1% in this asset class. The top three holdings of the fund are , reliance industries ltd , vedanta ltd , state bank of india , itc ltd , hdfc bank ltd , indiabulls real estate ltd , oracle financial services software ltd , icici bank ltd , adani ports & special economic zone ltd , icici securities ltd , fortis healthcare ltd , stylam industries ltd , larsen & toubro ltd , hfcl ltd , caplin point laboratories ltd , macrotech developers ltd , prestige estates projects ltd , nmdc ltd , treps 01-sep-2021 depo 10 , godrej agrovet ltd ordinary shares , e i d parry india ltd , gokaldas exports ltd , linde india ltd , nca-net current assets , bank of india , sun tv network ltd , krishna institute of medical sciences ltd , s.p. apparels ltd , india cements ltd , zee entertainment enterprises ltd , hdfc life insurance company limited , union bank of india , huhtamaki india ltd ordinary shares , tata steel long products ltd , hindustan copper ltd , manali petrochemicals ltd , olectra greentech ltd , asahi india glass ltd , marksans pharma ltd , gmm pfaudler ltd , welspun india ltd , gail (india) ltd , ptc india financial services ltd , avantel ltd , windlas biotech ltd , oberoi realty ltd

    Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A) 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 of Income Distribution cum capital withdrawal (PIDCW-A) 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 of Income Distribution cum capital withdrawal (PIDCW-A) Review

    Quant Tax Plan of Income Distribution cum capital withdrawal (PIDCW-A) 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 of Income Distribution cum capital withdrawal (PIDCW-A) 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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator