Quant Tax Plan

By Rajendra

Nov 13, 2022

Scheme Analysis

Quant Mutual Fund

Category 

ELSS

Inception

Apr 13, 2000

Benchmark

Nifty 500

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AUM  - 1,943 Cr

Fund Manager

Ankit Pande & Vasav Sahgal

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Quant Tax Plan

Scheme is to generate Capital Appreciation by investing in a well diversified portfolio of Equity Shares with growth potential.

Image Credit - Unsplash

Investment Strategy

ITC

Ambuja Cement

SBI

Adani Port

Reliance

9.41

9..25

7.33

7.25

6.85

Total  40.09

As on 13 Nov, 2022

Bank

Cement

FMCG

Top 5 Sector

13.61

10.55

9.41

7.25

7.05

Agriculture

Transport Infra

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 31 Nov, 2022

1 Year

3 Year

5 Year

Period

Returns

15.98%

36.62%

21.90%

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Sep. 2022

1 Year

3 Year

5 Year

Period

Value

13,029

63,788

1,26,853

Returns

16.31%

40.98%

30.50%

Monthly SIP of 1,000