Quant Tax Plan
 
The investment objective of the Scheme is 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.
Fund Manager Name
Rochan Pattnayak
Inception/Allotment Date
Mar 31, 2000
Benchmark
NIFTY TRI INDEX
Minimum Investment Amount (Rs.)
100.00
SIP Allowed
Yes
Average AUM (Cr. Rs.)
9.24
Scheme Type
ELSS
Expense Ratio (Direct)
0.57
Expense Ratio (Regular)
2.32
The investment objective of the Scheme is 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.
Fund Family
Fund Manager
Rochan Pattnayak
Inception Date
Mar 31, 2000
Benchmark
NIFTY TRI INDEX
Minimum Investment
Rs. 100.00
SIP Allowed
Yes
Average AUM
9.24 (Cr. Rs.)
Scheme Type
ELSS
Expense Ratio (D)
0.57
Expense Ratio (R)
2.32
CompanyQuantityMarket Value
Adani Gas Ltd 38720 95845552
DEEPAK NITRITE LTD. 10730 18705609
NEULAND LABORATORIES LTD. 13150 16446705
SIEMENS LTD. 3585 9492542.25
BHARTI AIRTEL LTD. 12345 8566812.75
SUN PHARMACEUTICAL INDUSTRIES LTD. 9694 8120663.8
IndiaMART InterMESH Ltd 1950 7283542.5
HINDUSTAN UNILEVER LTD. 2695 6733188
Strides Pharma Science Ltd 19731 6688809
NESTLE INDIA LTD. 310 5700481.5
VINATI ORGANICS LTD. 2740 5489453
Stylam Industries Limited 6090 5036125.5
Godrej Agrovet Ltd 7840 3988600
PTC INDIA FINANCIAL SERVICES LTD. 258950 3923092.5
BHARAT RASAYAN LTD. 350 3899945
DABUR INDIA LTD. 6515 3537319.25
AUROBINDO PHARMA LTD. 6500 3536000
GILLETTE INDIA LTD. 650 3312205
12
Fund Performance
Quant Tax Plan-Dividend
5 Years
9.05 %
3 Years
9.47 %
1 Year
48.96 %
6 Months
33.83 %
3 Months
17.49 %
1 Month
8.29 %

 

CHARTS
Quant Tax Plan-Dividend Option-Direct Plan
5 Years
8.97 %
3 Years
10.70 %
1 Year
51.63 %
6 Months
34.43 %
3 Months
17.89 %
1 Month
8.46 %

 

CHARTS
Quant Tax Plan-Growth
5 Years
17.96 %
3 Years
13.58 %
1 Year
48.97 %
6 Months
33.83 %
3 Months
17.50 %
1 Month
8.30 %

 

CHARTS
Quant Tax Plan-Growth Option-Direct Plan
5 Years
18.87 %
3 Years
14.98 %
1 Year
51.74 %
6 Months
34.48 %
3 Months
17.91 %
1 Month
8.47 %

 

CHARTS

 

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