Quant Tax Plan Add to compare
162.4298
1.2516
(0.78%)
1 day change as on 13 Apr 2021
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 63.49
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 106.05 4.11 10.01 40.43 109.71 21.38 21.63 14.16
IDFC Tax Advantage (ELSS) Fund 2988.35 -2.25 7.40 37.00 88.52 8.34 15.34 17.8
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI 38.37 -1.67 8.90 40.20 88.23 -3.67 -- -1.65
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V 37.10 -2.02 8.72 40.43 88.07 -2.45 -- 0.67
SBI Long Term Advantage Fund - Series I 34.42 -0.66 5.52 30.52 86.55 10.58 14.46 11.05
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV 35.61 -2.37 7.90 39.18 84.71 -3.26 -- 1
Top 10 Holdings
Company Name Sector Name Asset %
Triparty Repo Current Assets 5.05
Stylam Industries Limited. Consumer Goods 4.88
Fortis Healthcare Ltd. Healthcare Services 4.29
Thyrocare Technologies Ltd. Healthcare Services 4.09
Infosys Ltd. IT 3.93
 
Company Name Sector Name Asset %
Tata Consultancy Services Ltd. IT 3.85
Sun Pharmaceuticals Industries Ltd. Pharma 3.82
JB Chemicals & Pharmaceuticals Ltd. Pharma 3.51
Tech Mahindra Ltd. IT 3.51
Bharti Airtel Ltd. Telecom 3.46
AUM Movement
Asset Allocation