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Quant Tax Plan – Analyse AUM, NAV, Returns and more

Quant Tax Plan is an Open-ended, ELSS category fund launched in 2007 by Quant Mutual Fund. The fund manager name is Sanjeev Sharma. The risk in this fund is below average but the returns are high. In this article, we will do a detailed analysis of the Quant Tax Plan, we will dig deep into its AUM, NAV Returns & more.

Quant Tax Plan


Quant Tax Plan Ranking

Crisil MF RankNA

Background of Quant Tax Plan

Name of FundQuant Tax Plan
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: ELSS
Fund ManagerSanjeev Sharma
Launch Date1-Apr-2000

Invest in Quant Tax Plan – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


Quant Tax Plan Performance

Risk GradeBelow Average
Return GradeHigh
NAV (as on current Date)Rs. 89.76 as on Dec 14, 2018
Net Asset (as on current date)Rs. 8.1 crore as on Nov 30, 2018

Portfolio Characteristics

Total Stock/Securities27
Total Bonds
Avg Market Cap (in cr)75836
Portfolio P/B Ratio2.7
Portfolio P/E Ratio29.95
3Y Earning Growth (%)-3.35
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

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Quant Tax Plan Composition

Equity97.06%
Debt0.00%
Cash2.94%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

Quant Tax Plan Risk Analysis

Standard Deviation15.4
Sharpe Ratio0.58
Beta0.94
R Square0.86
Alpha2.97

Quant Tax Plan NAV – Yearly

201889.76
201795.32
201669.97
201561.59
201455.96
52 Week High (NAV)97.57
52 Week Low (NAV)83.24

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Quant Tax Plan Returns – Yearly

2018-5.840%
201736.230%
201613.670%
201510.000%
201460.920%

Quant Tax Plan AUM

20187.96
20177.33
20164.2
20152.8
20143.2

Expense Ratio

2018
20172.500%
2016
2015
20142.500%

Quant Tax Plan Quarterly Returns

2018 Q1-7.250%
2018 Q20.360%
2018 Q33.060%
2018 Q4
2017 Q112.350%
2017 Q28.720%
2017 Q32.970%
2017 Q48.310%
2016 Q1-2.650%
2016 Q215.790%
2016 Q36.570%
2016 Q48.310%
2015 Q13.450%
2015 Q2-0.690%
2015 Q3-3.160%
2015 Q410.560%
2014 Q17.760%
2014 Q217.060%
2014 Q314.230%
2014 Q411.680%

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Quant Tax Plan Weightage by Sector

1Financial (43.94%)
2FMCG (21.20%)
3Healthcare (13.28%)
4Energy (4.65%)
5Automobile (4.55%)
6Construction (4.26%)
7Metals (1.87%)
8Chemicals (1.53%)
9Cons Durable (1.15%)
10Technology (0.80%)

Weightage by Securities Holding

1State Bank of India (9.20%)
2ICICI Bank (9.01%)
3HDFC Bank (7.90%)
4Axis Bank (7.78%)
5ITC (7.23%)
6Stylam Industries (6.32%)
7M&M Financial Services (5.18%)
8Apollo Tyres (4.55%)
9Reliance Industries (3.76%)
10Cadila Healthcare (3.35%)

Quant Tax Plan Investment Information

AMCQuant Money Managers Ltd.
RegistrarKarvy Fintech Pvt Ltd.
Minimum Investment100
Minimum SIP Investment100
Exit LoadNIL

Conclusion:

“The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.”


Invest in Quant Tax Plan – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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