Quant Tax Plan - Growth Option - Regular Plan

(Erstwhile Escorts Tax Plan-Growth)

Category: Equity: ELSS
Launch Date: 01-04-2000
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.32% As on (30-04-2023)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,533.36 Cr As on (30-04-2023)
Turn over: 116%
NAV as on 31-05-2023

240.7181

-0.77 (-0.3212%)

CAGR Since Inception

14.71%

NIFTY 500 TRI 16.25%

PERFORMANCE of Quant Tax Plan - Growth Option - Regular Plan

Scheme Performance (%)

Data as on - 31-05-2023

Yearly Performance (%)

Fund Managers

Vasav Sahgal, Ankit A Pande, Chandramouli Alla

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.

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
01-04-2021 160.6365 622.5235 100000 0.0 %
03-05-2021 173.721 622.5235 108145 8.14 %
01-06-2021 188.1139 622.5235 117105 17.11 %
01-07-2021 194.5623 622.5235 121120 21.12 %
02-08-2021 211.0837 622.5235 131405 31.41 %
01-09-2021 204.2937 622.5235 127178 27.18 %
01-10-2021 213.8063 622.5235 133099 33.1 %
01-11-2021 218.3869 622.5235 135951 35.95 %
01-12-2021 220.6893 622.5235 137384 37.38 %
03-01-2022 223.8837 622.5235 139373 39.37 %
01-02-2022 226.891 622.5235 141245 41.24 %
02-03-2022 208.6793 622.5235 129908 29.91 %
01-04-2022 231.6813 622.5235 144227 44.23 %
02-05-2022 229.645 622.5235 142959 42.96 %
01-06-2022 216.5939 622.5235 134835 34.84 %
01-07-2022 203.7576 622.5235 126844 26.84 %
01-08-2022 227.6902 622.5235 141743 41.74 %
01-09-2022 237.6788 622.5235 147961 47.96 %
03-10-2022 235.1767 622.5235 146403 46.4 %
01-11-2022 250.1812 622.5235 155744 55.74 %
01-12-2022 256.2269 622.5235 159507 59.51 %
02-01-2023 249.9213 622.5235 155582 55.58 %
01-02-2023 226.8982 622.5235 141249 41.25 %
01-03-2023 224.5163 622.5235 139767 39.77 %
03-04-2023 226.0091 622.5235 140696 40.7 %
02-05-2023 237.1012 622.5235 147601 47.6 %
01-06-2023 240.8587 622.5235 149940 49.94 %

RETURNS CALCULATOR for Quant Tax Plan - Growth Option - Regular Plan

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 Option - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Tax Plan - Growth Option - Regular Plan 18.14 1.88 15.43 0.93 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Quant Tax Plan - Growth Option - Regular Plan

Amount :
Start :
End :
Period
Data as on - 31-05-2023
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 11.07 12.74 42.41 21.69 22.06
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option 05-01-2015 19.95 11.53 26.2 9.84 0.0
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 19.73 13.67 28.87 12.61 14.38
Taurus Taxshield - Regular Plan - Growth 31-03-1996 17.02 10.49 23.43 10.3 13.34
HDFC Taxsaver - Growth Plan 05-03-1996 16.93 16.6 28.81 10.79 13.94
ITI Long Term Equity Fund - Regular Plan - Growth Option 18-10-2019 16.24 2.85 21.17 0.0 0.0
Kotak Tax Saver-Scheme-Growth 01-11-2005 16.2 12.2 27.72 14.03 15.51
BANK OF INDIA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 16.07 10.53 28.82 13.08 16.31
JM Tax Gain Fund (Regular) - Growth option 31-03-2008 15.66 11.59 28.81 12.84 16.0
BANDHAN Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 15.52 13.24 36.13 12.97 17.3

PORTFOLIO ANALYSIS of Quant Tax Plan - Growth Option - Regular Plan

Asset Allocation (%)

Allocation Percentage (%)