Quant Tax Plan Add to compare
139.9484
-2.8107
(-1.97%)
1 day change as on 27 Jan 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 22.68
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 34.59 3.03 20.83 42.14 43.69 13.37 19.19 13.5
SBI Tax Advantage Fund - Series 3 25.65 1.30 14.37 31.47 30.72 14.74 20.18 21.8
Parag Parikh Tax Saver Fund 101.10 3.06 13.60 26.01 28.82 -- -- 25.38
SBI Tax Advantage Fund - Series 2 32.90 1.50 14.62 34.98 28.56 12.67 20.78 21.1
Canara Robeco Equity Tax Saver Fund 1475.66 3.24 17.96 29.55 27.20 13.06 15.79 19.91
BOI AXA Tax Advantage Fund 375.60 0.58 15.20 30.05 26.32 7.14 15.89 18.03
Top 10 Holdings
Company Name Sector Name Asset %
Tata Elxsi Ltd. IT 7.37
Fortis Healthcare Ltd. Healthcare Services 7.21
Bharti Airtel Ltd. Telecom 6.98
Sun Pharmaceuticals Industries Ltd. Pharma 6.78
Stylam Industries Limited. Consumer Goods 6.67
 
Company Name Sector Name Asset %
HCL Technologies Ltd. IT 5.78
Hindustan Unilever Ltd. Consumer Goods 4.67
Alembic Pharmaceuticals Ltd. Pharma 4.26
Divis Laboratories Ltd. Pharma 4.25
Adani Ports and Special Economic Zone Ltd. Services 4.08
AUM Movement
Asset Allocation