Quant Tax Plan-(IDCW)

Quant Tax Plan-(IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

2.12%

Expense Ratio

₹8,342 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
60.09%
30.81%
31.26%
16.58%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Quant Tax Plan-(IDCW)
60.09%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
93.69%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
90.71%

Holdings

Holdings
Sector Wise
Vedanta
6.53%
NetCAOthers
6.48%
Adani Enterp.
5.8%
Ruchi Soya Inds.
5.75%
St Bk of India
5.7%

Fund Manager

S
Sanjeev Sharma
V
Vasav Sahgal
A
Ankit A. Pande