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 46196832
NEULAND LABORATORIES LTD. 13150 27282305
DEEPAK NITRITE LTD. 10730 18542513
Strides Pharma Science Ltd 19731 15949553.85
IndiaMART InterMESH Ltd 1950 13277355
SIEMENS LTD. 3585 7144905
BHARTI AIRTEL LTD. 12345 6918138
SUN PHARMACEUTICAL INDUSTRIES LTD. 9694 6702916.3
AUROBINDO PHARMA LTD. 6500 6543550
HINDUSTAN UNILEVER LTD. 2695 6405610.75
AARTI INDUSTRIES LTD. 3360 5745600
NESTLE INDIA LTD. 310 5339486.5
Stylam Industries Limited 6090 5333013
PTC INDIA FINANCIAL SERVICES LTD. 258950 4842365
VINATI ORGANICS LTD. 2740 4603200
BHARAT RASAYAN LTD. 350 4479965
Godrej Agrovet Ltd 7840 4145792
Advanced Enzyme Technologies Ltd 8360 3816758
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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