Quant Tax Plan Add to compare
121.9096
-1.2647
(-1.03%)
1 day change as on 25 Nov 2020
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.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 13.49
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 500
Launch Date Fund Manager Last Dividend
31-03-2000 Ankit Pande,Vasav Sahgal 0.00
Benchmark Email / Website Bonus
Nifty 50 TRI help@escortsmutual.com / www.escortsmutual.com
AMC Name
Quant Money Managers Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Quant Tax Plan 18.78 6.05 6.72 50.96 27.41 9.41 15.78 12.92
SBI Tax Advantage Fund - Series 3 23.14 8.85 12.15 51.64 33.16 15.73 17.92 21.53
SBI Tax Advantage Fund - Series 2 28.89 9.19 12.89 53.92 31.19 11.91 18.08 20.91
BOI AXA Midcap Tax Fund - Series 1 99.45 8.72 11.29 42.82 28.31 -- -- 4.65
BOI AXA Tax Advantage Fund 318.52 8.82 13.01 43.90 26.17 7.84 13.07 17.75
SBI Long Term Advantage Fund - Series II 24.78 11.68 11.82 52.37 23.08 4.63 12.14 10.17
Top 10 Holdings
Company Name Sector Name Asset %
Stylam Industries Limited. Consumer Goods 9.57
Triparty Repo Current Assets 8.02
Sun Pharmaceuticals Industries Ltd. Pharma 7.34
Bharti Airtel Ltd. Telecom 7.25
Majesco Ltd. IT 6.8
 
Company Name Sector Name Asset %
Sumitomo Chemical India Pvt. Ltd. Chemicals 6.19
PTC India Financial Services Ltd Financial Services 5.38
ACC Ltd. Cement & Cement Products 5.36
Uflex Ltd. Industrial Manufacturing 4.33
Neuland Laboratories Ltd. Pharma 4.08
AUM Movement
Asset Allocation