Quant Tax Plan Growth
Medium
Risk
Equity
Elss Fund
+
32.75
%
32.75
%
3Y annualised
+
0.33
%
0.33
%
1D
1M
6M
1Y
3Y
All
Fund size
7238
NAV:
Mar 7, 2024
362.356
Sector
Tech
Type
Equity
Launched
Mar 2000
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
9.84
%
Adani Power Ltd
6.78
%
Jio Financial Services Ltd
6.23
%
GAIL (India) Ltd
4.95
%
Aurobindo Pharma Ltd
4.85
%
Hindalco Industries Ltd
4.72
%
Britannia Industries Ltd
4.52
%
Life Insurance Corporation of India
4.12
%
Capri Global Capital Ltd
3.92
%
Punjab National Bank
3.78
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Quant Tax Plan Growth
More details
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. There is no assurance that the investment objective of the Scheme will be realized.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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