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 54488720
DEEPAK NITRITE LTD. 10730 26305131.5
NEULAND LABORATORIES LTD. 13150 22087397.5
IndiaMART InterMESH Ltd 1950 17337157.5
Strides Pharma Science Ltd 19731 12274655.1
BHARTI AIRTEL LTD. 12345 8956297.5
SIEMENS LTD. 3585 7918368.75
SUN PHARMACEUTICAL INDUSTRIES LTD. 9694 7567621.1
HINDUSTAN UNILEVER LTD. 2695 7479837.75
Stylam Industries Limited 6090 7318657.5
NESTLE INDIA LTD. 310 6236952
VINATI ORGANICS LTD. 2740 5276829
Godrej Agrovet Ltd 7840 5199488
AUROBINDO PHARMA LTD. 6500 4933500
PTC INDIA FINANCIAL SERVICES LTD. 258950 4751732.5
BHARAT RASAYAN LTD. 350 4446820
DABUR INDIA LTD. 6515 4151358
GILLETTE INDIA LTD. 650 3899870
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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