• mf@tradejini.com
  • +91-80-40204020

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 (31-07-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 14.5 Cr As on (31-08-2020)
Turn over: 12.00
NAV as on Wed Sep 30 00:00:00 IST 2020

114.0944

-0.53 (-0.4612%)

CAGR Since Inception

12.6%

NIFTY 50 TRI 12.68%

PERFORMANCE of Quant Tax Plan-Growth

Scheme Performance (%) Data as on - 30-09-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant Tax Plan-Growth 25.79 9.04 15.43 7.75 12.6
NIFTY 50 TRI -0.97 6.03 8.54 7.74 12.68
Equity: ELSS 0.09 1.99 6.96 8.66 11.04

Yearly Performance (%)

Fund Managers

Vasav Sahgal,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)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 - 30-09-2020
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 25.79 11.7 9.04 15.43 7.75
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 19.17 0.0 0.0 0.0 0.0
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 16.23 12.45 6.72 9.88 9.25
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 10.57 9.29 9.34 10.04 10.04
Mirae Asset Tax Saver Fund-Regular Plan-Growth 01-12-2015 6.96 7.9 7.48 0.0 0.0
Aditya Birla Sun Life Tax Relief 96 - Growth Option 05-03-1996 4.35 1.43 3.25 8.37 9.61
Union Long Term Equity Fund - Growth Option 23-12-2011 4.35 4.94 4.46 5.15 0.0
Invesco India Tax Plan - Growth 29-12-2006 4.12 3.87 5.91 8.46 10.9
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 16-02-1999 3.41 0.55 2.47 7.69 10.37
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 3.12 3.21 3.53 6.69 7.41

PORTFOLIO ANALYSIS of Quant Tax Plan-Growth

Asset Allocation (%)