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Quant Tax Plan Regular Plan - Idcw Payout

Equity | Tax Savings

(NAV as of 15/04/2024)
51.02 (-0.58)

3Y Returns

30.92%

Min SIP

500

Min Lumpsum

500

Expense Ratio

2.62%

Fund Size

1787 Cr

Inception Date

31-Mar-00

Fund Manager

Ankit Pande

Exit Load

Nil.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

99.56%

Debt & Others

0.44%

Market Cap Allocation

Large Cap

63.70%

Mid Cap

19.86%

Small Cap

10.92%

Other Cap

5.53%

Sector Allocation

Pharmaceuticals

13.13%

Petroleum Products

10.02%

Finance

9.32%

Power

8.82%

Non Ferrous Metals

7.73%

Top Ten Holdings

Reliance Industries Ltd

10.02%

Adani Power Ltd

7.42%

Aurobindo Pharma Ltd

5.83%

Hindalco Industries Ltd

5.42%

Sun Pharmaceutical Industries Ltd

5.41%

Investment Objective

To Generate Capital Appreciation By Investing Predominantly In A Well Diversified Portfolio Of Equity Shares With Growth Potential. This Income May Be Complemented By Possible Dividend And Other Income.

Fund House Detail

AMC Name

Quant Money Managers Limited

Address

6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg, Prabhadevi,Mumbai - 400025

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BUILD WEALTH WITH CONFIDENCE

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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