Quant Tax Plan Growth-1.69%

5Groww
-12.76%
1 Year Return
Equity
ELSS
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Quant Tax Plan Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.48%
NAV94.12 (08 Jul 2019)
Fund Started30 Mar 2000
Fund Size10 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quant Tax Plan Growth
-12.8%
3.5%
11.4%
11.5%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -12.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk-adjusted returns are higher compared to the category
    3. Risk is lower compared to the benchmark
    4. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    6. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    State Bank of IndiaFinancial ServicesEquity9.2%
    ICICI Bank Ltd. Financial ServicesEquity9.0%
    HDFC Bank Ltd.Financial ServicesEquity7.9%
    Axis Bank Ltd.Financial ServicesEquity7.8%
    ITC Ltd.Consumer GoodsEquity7.2%
    Stylam Industries Limited.Consumer GoodsEquity6.3%
    Mahindra & Mahindra Financial Services Ltd.Financial ServicesEquity5.2%
    Apollo Tyres Ltd.AutomobileEquity4.5%
    Reliance Industries Ltd.EnergyEquity3.8%
    Cadila Healthcare Ltd.PharmaEquity3.4%
    See All

    Fund Managers

    addSanjeev Sharma
    Education
    Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
    Experience
    Funds Managed

    Other Details

    Quant Tax Plan Growth is a Equity Mutual Fund Scheme launched by Escorts Mutual Fund. This scheme was introduced to investors on 30 Mar 2000. Sanjeev Sharma is the Current Fund Manager of Quant Tax Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹10 Cr and the Latest NAV as of 08 Jul 2019 is ₹94.12.

    The Quant Tax Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Nil.

    Investment Objective

    A tax planning scheme aims to provide tax benefits along with 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.

    Tax Implications

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Escorts Mutual Fund

    Address
    Premises No. - 2/90, Block – P, Connaught Circus, New Delhi 110001
    Phone
    011-43587415, 43587420
    Launch Date
    14 Apr 1996
    Website
    NA
    Escorts Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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