Quant Tax Plan Add to compare
153.7297
2.2976
(1.52%)
1 day change as on 01 Mar 2021
Investment Objective: 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 Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 22.68
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 500
Launch Date Fund Manager Last Dividend
31-03-2000 Ankit Pande,Vasav Sahgal 0.00
Benchmark Email / Website Bonus
Nifty 50 TRI help@escortsmutual.com / www.escortsmutual.com
AMC Name
Quant Money Managers Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Quant Tax Plan 49.20 8.26 21.10 39.43 73.32 18.62 22.75 13.95
SBI Tax Advantage Fund - Series 3 24.51 8.77 15.35 35.23 45.03 22.11 25.15 23.35
IDFC Tax Advantage (ELSS) Fund 2678.13 10.26 22.69 40.48 43.64 9.17 17.64 18.06
UTI Long Term Advantage Fund - Series III 231.44 7.99 19.43 36.07 41.08 6.78 -- 12.65
SBI Tax Advantage Fund - Series 2 32.49 7.15 13.38 33.63 41.06 19.20 25.23 22.11
Mirae Asset Tax Saver Fund 5647.90 5.92 15.74 33.62 41.02 15.91 22.93 19.74
Top 10 Holdings
Company Name Sector Name Asset %
Bharti Airtel Ltd. Telecom 7.99
Fortis Healthcare Ltd. Healthcare Services 7.5
Sun Pharmaceuticals Industries Ltd. Pharma 7.29
ITC Ltd. Consumer Goods 5.96
Oracle Financial Services Software Ltd. IT 5.76
 
Company Name Sector Name Asset %
Tech Mahindra Ltd. IT 5.67
Reliance Industries Ltd. OIL & GAS 5.34
Stylam Industries Limited. Consumer Goods 4.76
Infosys Ltd. IT 3.65
Jubilant Life Sciences Ltd. Pharma 3.06
AUM Movement
Asset Allocation