Quant Tax Plan Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
34.83%
3Y annualised
+0.46% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹324.99
Min. SIP amount₹500
Rating5
Fund size₹4,956.53Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns16.8%34.8%28.4%21.4%
Category average16.9%19.9%15.6%NA
Rank with in category1811NA
Understand terms

Holdings (41)

NameSectorInstrumentAssets
EnergyEquity9.9%
ConstructionEquity6.9%
HealthcareEquity6.2%
HealthcareEquity6.1%
FinancialEquity4.6%
Metals & MiningEquity4.6%
EnergyEquity4.4%
TechnologyEquity4.3%
FinancialEquity3.9%
ConstructionEquity3.8%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 0.05%
Higher alpha: 11.63 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Lock-in period: 3Y
Exit load is zero
Lower expense ratio: 0.76%

Expense ratio, exit load and tax

Expense ratio: 0.76%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-62955000
Launch Date
15 Apr 1996
E-mail
NA
Quant Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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