Quant Tax Plan-Growth

(Erstwhile Escorts Tax Plan-Growth)

Category: Equity: ELSS
Launch Date: 01-04-2000
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.48% As on (30-09-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 16.64 Cr As on (30-09-2020)
Turn over: 12%
NAV as on 30-10-2020

115.6925

-0.21 (-0.1817%)

CAGR Since Inception

12.62%

NIFTY 50 TRI 12.83%

PERFORMANCE of Quant Tax Plan-Growth

Scheme Performance (%)

Data as on - 30-10-2020

Yearly Performance (%)

Fund Managers

Ankit A Pande

Investment Objective

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.

RETURNS CALCULATOR for Quant Tax Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Quant Tax Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Tax Plan-Growth 14.94 1.4 2.21 1.01 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Quant Tax Plan-Growth

Period
Data as on - 30-10-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quant Tax Plan-Growth 01-04-2000 18.69 15.88 8.11 15.33 7.67
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 14.68 0.0 0.0 0.0 0.0
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 14.6 16.87 5.29 10.49 9.43
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 9.6 13.23 8.55 10.2 10.36
Mirae Asset Tax Saver Fund-Regular Plan-Growth 01-12-2015 6.06 11.19 6.37 0.0 0.0
Union Long Term Equity Fund - Growth Option 23-12-2011 3.38 9.67 3.68 6.05 0.0
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 3.09 7.4 2.03 7.02 7.68
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 2.97 11.52 2.83 7.14 10.67
Kotak Tax Saver-Scheme-Growth 01-11-2005 1.93 9.38 3.24 8.75 8.47
Principal Tax Savings Fund 31-03-1996 1.63 3.14 -1.44 7.98 9.4

PORTFOLIO ANALYSIS of Quant Tax Plan-Growth

Asset Allocation (%)