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 Rank NA

Background of Quant Tax Plan

Name of Fund Quant Tax Plan
Type of Fund ( Open / Close) Open-ended
Category of Fund Equity: ELSS
Fund Manager Sanjeev Sharma
Launch Date 1-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 Grade Below Average
Return Grade High
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/Securities 27
Total Bonds
Avg Market Cap (in cr) 75836
Portfolio P/B Ratio 2.7
Portfolio P/E Ratio 29.95
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

Equity 97.06%
Debt 0.00%
Cash 2.94%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

Quant Tax Plan Risk Analysis

Standard Deviation 15.4
Sharpe Ratio 0.58
Beta 0.94
R Square 0.86
Alpha 2.97

Quant Tax Plan NAV – Yearly

2018 89.76
2017 95.32
2016 69.97
2015 61.59
2014 55.96
52 Week High (NAV) 97.57
52 Week Low (NAV) 83.24

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Quant Tax Plan Returns – Yearly

2018 -5.840%
2017 36.230%
2016 13.670%
2015 10.000%
2014 60.920%

Quant Tax Plan AUM

2018 7.96
2017 7.33
2016 4.2
2015 2.8
2014 3.2

Expense Ratio

2018
2017 2.500%
2016
2015
2014 2.500%

Quant Tax Plan Quarterly Returns

2018 Q1 -7.250%
2018 Q2 0.360%
2018 Q3 3.060%
2018 Q4
2017 Q1 12.350%
2017 Q2 8.720%
2017 Q3 2.970%
2017 Q4 8.310%
2016 Q1 -2.650%
2016 Q2 15.790%
2016 Q3 6.570%
2016 Q4 8.310%
2015 Q1 3.450%
2015 Q2 -0.690%
2015 Q3 -3.160%
2015 Q4 10.560%
2014 Q1 7.760%
2014 Q2 17.060%
2014 Q3 14.230%
2014 Q4 11.680%

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Quant Tax Plan Weightage by Sector

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

Weightage by Securities Holding

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

Quant Tax Plan Investment Information

AMC Quant Money Managers Ltd.
Registrar Karvy Fintech Pvt Ltd.
Minimum Investment 100
Minimum SIP Investment 100
Exit Load NIL

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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