Quant Tax Plan-Growth

Fund Returns

NAV Rs. 148.26 -0.55 %
(as on Jan. 15, 2021)
1 yr Return 55.93 %
3 yr. Return 15.17 %
5 yr. Return 20.89 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 148.26 -0.55 %
(as on Jan. 15, 2021)
55.93 % 15.17 % 20.89 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date March 31, 2000
Fund Size Rs. 23.00 cr.
Category Equity | Tax Savings
Fund Manager Ankit Pande
AMC Quant Money Managers Limited
Fund Benchmark Nifty 50 Index
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 500.00
Expense Ratio 2.48 %
Exit load Nil

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 12.83 32.73 57.54 55.93 15.17 20.89
Rank Within Category 53 144 None 100 47 9

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
RELIANCE NIPPON LIFE ASSET MANAGEMENT LTD 10.24 1.08 -
Reliance Nippon Life Asset Management 10.05 0.96 24570.0
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 9.81 1.04 -
Strides Pharma Science Ltd 9.57 1.5924 22131.0
ICICI BANK LTD 9.28 0.98 -
RELIANCE NIPPON LIFE ASSET MANAGEMENT LTD 8.75 0.89 24570.0
ICICI BANK LTD 8.73 0.89 16950.0
RELIANCE NIPPON LIFE ASSET MANAGEMENT LTD. 8.52 0.87 24570.0
Nippon Life India Asset Management Ltd. 8.17 0.61 24570.0
TREPS 02-Nov-2020 DEPO 10 8.02 1.51 1507.0

Fund Schemes Concentrations

# of Securities 194
Top 10 Securities 91.14 %
Top 5 Securities 48.95 %
Top 3 Securities 30.1 %
# of Sectors 14
Top 10 Sectors 91.0 %
Top 5 Sectors 65.97 %
Top 3 Sectors 51.78 %

AMC Contact Information

AMC Quant Money Managers Limited
Address 11, Scindia House, Connaught Circus,, New Delhi - 110 001
Email help@quant.in
Website http://www.quant-mutual.com/

Scheme Details

Launch Date March 31, 2000 Fund Size Rs. 23.00 cr.
Category Equity | Tax Savings Fund Manager Ankit Pande
AMC Quant Money Managers Limited Fund Benchmark Nifty 50 Index
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 500.00 2.48 % Nil

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 12.83 32.73 57.54 55.93 15.17 20.89
Rank Within Category 53 144 None 100 47 9

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Quant Tax Plan-Growth 55.93 15.17 20.89 23.00
Tata Digital India Fund-Regular Plan-Growth 61.67 30.03 20.68 390.06
ICICI Prudential Technology Fund - Growth 75.39 30.0 21.51 938.05
ABSL Digital India Fund - Growth - Regular Plan 64.00 27.75 21.65 735.06
SBI Technology Opportunities Fund - Regular Plan - Growth 51.40 26.53 18.75 227.45
Franklin India Technology Fund-Growth 62.46 26.49 20.54 418.18

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
RELIANCE NIPPON LIFE ASSET MANAGEMENT LTD 10.24 1.08 -
Reliance Nippon Life Asset Management 10.05 0.96 24570.0
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 9.81 1.04 -
Strides Pharma Science Ltd 9.57 1.5924 22131.0
ICICI BANK LTD 9.28 0.98 -
RELIANCE NIPPON LIFE ASSET MANAGEMENT LTD 8.75 0.89 24570.0
ICICI BANK LTD 8.73 0.89 16950.0
RELIANCE NIPPON LIFE ASSET MANAGEMENT LTD. 8.52 0.87 24570.0
Nippon Life India Asset Management Ltd. 8.17 0.61 24570.0
TREPS 02-Nov-2020 DEPO 10 8.02 1.51 1507.0

Fund Schemes Concentrations

# of Securities 194
Top 10 Securities 91.14 %
Top 5 Securities 48.95 %
Top 3 Securities 30.1 %
# of Sectors 14
Top 10 Sectors 91.0 %
Top 5 Sectors 65.97 %
Top 3 Sectors 51.78 %

AMC Contact Information

AMC Quant Money Managers Limited
Address 11, Scindia House, Connaught Circus,, New Delhi - 110 001
Email help@quant.in
Website http://www.quant-mutual.com/