Why should you opt for Quant Tax Plan?

Mutual Fund

Quant Tax Plan is an open ended equity tax saving mutual fund in India. It was launched on April 01, 2000. The primary investment objective of Quant Tax Plan Fund is to generate long term capital appreciation by investing in equity stocks with hih growth potential. The secondary objective is to generate regular income and dividend.

Quant Tax Plan Fund is managed by Sanjeev Sharma. Along with  high return, Quant Tax Plan investment also helps in elss tax saving in India. You can invest in Quant Tax Plan sip plan which is very pocket-friendly. You can opt for Quant Tax Plan invest online to save your precious time.

Quant Tax Plan Fund Facts

  • Quant Tax Plan Fund portfolio allocates 94.07% in equity stocks out of which 66.31% in large cap stocks, 18.71% in mid cap and 9.06% in small cap stocks.
  • For last 18 years, Quant Tax Plan fund has came across different market cycles and has been successful in generating high return.
  • Quant Tax Plan invest online option helps you to invest in just a few clicks sitting in your home. 
  • Investors who aims to gain long term wealth and tax exemption can easily invest in Quant Tax Plan mutual fund scheme in India for a minimum lock in period of 3 years.

Top 5 Sectors of Quant Tax Plan

S.No. Holding Name Net Assets (in %)
1 Bank – Private 23.38
2 Pharmaceuticals and Drugs 12.2
3 Consumer Food 10.2
4 Bank – Public 10.15
5 Laminates/Decoratives 6.24

(as on date- 10/04/2019)

Top 10 Holdings of Quant Tax Plan

S.No. Holding Name Net Assets (in %)
1 HDFC LIFE INSURANCE CO LTD 9.21
2 SIEMENS LTD 7.29
3 STYLAM INDUSTRIES LIMITED 6.3
4 RELIANCE INDUSTRIES LTD 6.02
5 Other Receivables (Payables) 5.59
6 SUN PHARMACEUTICALS INDUSTRIES LTD 4.95
7 THE FEDERAL BANK LIMITED 4.34
8 ICICI BANK LTD 4.23
9 STATE BANK OF INDIA 4.15
10 COLGATE-PALMOLIVE (INDIA) LTD 4.08

(as on date- 10/04/2019)

Details of Quant Tax Plan

Date of Inception- 1st April, 2000
Fund Manager- Mr. Sanjeev Sharma
Benchmark- Nifty 50 Total Return
Riskometer- Moderately High
Return Since Launch- 12.44%
AUM- Rs. 9.68 crore (as on 31st Mar, 2019)

Quant Tax Plan Fund performance is shown in the below mentioned table-

  1-Year 3-Year 5-Year 10-Year
Fund 1.97 15.76 19.23 13.25
S&P BSE Sensex 50 TRI 12.29 17.33 13.17 15.71
Category 0.48 14.13 14.82 16.68
Rank within Category 14 7 1 26
Number of funds in category 36 34 29 26
As on Apr 10, 2019

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