Quant Tax Plan-Growth

Fund Returns

NAV Rs. 94.24 -0.92 %
(as on Dec. 6, 2019)
1 yr Return 7.25 %
3 yr. Return 9.41 %
5 yr. Return 11.69 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 94.24 -0.92 %
(as on Dec. 6, 2019)
7.25 % 9.41 % 11.69 %

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 Nov. 29, 2019
Fund Size Rs. 10.59 cr.
Category Equity | Tax Savings
Fund Manager Sanjeev Sharma
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. 1500.00
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 -1.12 8.29 -0.39 7.25 9.41 11.69
Rank Within Category 53 144 None 100 47 9

Fund Schemes Concentrations

# of Securities 8
Top 10 Securities 41.0 %
Top 5 Securities 34.73 %
Top 3 Securities 24.76 %
# of Sectors 12
Top 10 Sectors 95.08 %
Top 5 Sectors 76.81 %
Top 3 Sectors 65.41 %

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 Nov. 29, 2019 Fund Size Rs. 10.59 cr.
Category Equity | Tax Savings Fund Manager Sanjeev Sharma
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. 1500.00 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 -1.12 8.29 -0.39 7.25 9.41 11.69
Rank Within Category 53 144 None 100 47 9

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Quant Tax Plan-Growth 7.25 9.41 11.69 10.59
SBI Banking & Financial Services Fund - Regular Plan - Growth 22.85 21.08 - 1,196.05
Tata Banking And Financial Services Fund-Regular Plan-Growth 24.95 19.82 - 371.97
Edelweiss ETF - Nifty Bank 18.35 19.29 - 1.14
Kotak Banking ETF 18.19 19.18 11.31 8,053.24
Reliance ETF Bank BeES 18.15 19.15 11.62 6,880.75

Fund Schemes Concentrations

# of Securities 8
Top 10 Securities 41.0 %
Top 5 Securities 34.73 %
Top 3 Securities 24.76 %
# of Sectors 12
Top 10 Sectors 95.08 %
Top 5 Sectors 76.81 %
Top 3 Sectors 65.41 %

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/