Quant Tax Plan - Growth Option - Regular Plan

(Erstwhile Escorts Tax Plan-Growth)
Fund House: Quant Mutual Fund
Category: Equity: ELSS
Launch Date: 01-04-2000
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.62% As on (31-12-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,506.48 Cr As on (31-12-2022)
Turn over: - | Exit Load: Nil

227.0307

14.64%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 9 Months
6 Years 0 Months
7 Years 3 Months
20 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.

Current Asset Allocation (%)

Indicators

Standard Deviation 24.32
Sharpe Ratio 1.32
Alpha 17.32
Beta 0.95
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 -1.05 24.43 35.33 19.68 19.97
HDFC Taxsaver - Growth Plan 05-03-1996 8.56 17.5 17.86 8.42 12.67
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 5.57 18.46 23.23 - -
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 5.11 10.66 16.22 8.37 -
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 4.45 13.47 18.29 9.97 13.44
Taurus Taxshield - Regular Plan - Growth 31-03-1996 3.63 10.96 13.89 9.31 11.89
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 2.06 11.85 15.67 10.61 -
Kotak Tax Saver-Scheme-Growth 01-11-2005 1.91 14.82 16.2 12.46 13.96
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 1.87 13.03 14.32 7.79 12.16
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 1.44 15.22 14.6 4.01 12.66

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.79%

Others

2.35%

Large Cap

69.35%

Mid Cap

20.49%

Scheme Documents

January 2023

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

Feedback
Notification