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quant tax plan growth
Quant Tax Plan Growth

Quant Tax Plan Growth

  • Very High Risk
  • Equity
  • ELSS (Tax Savings)
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NAV as on Jul 29, 2025
i
Price per unit of the scheme.
362.97851.56%1 Day Change
-2.31%
Minimum Investment₹500
Expense Ratio2.32%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
5
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Quant Tax Plan Growth
VS
Equity: ELSS (Tax Savings) Average NAV
    Topper in Equity: ELSS (Tax Savings)
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Quant Tax Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Vasav Sahgal
    Vasav Sahgal
    i
    Lead Fund Manager.
    Jun 30, 2019 - Present
    • Fund Manager Rank19Out of 39
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed19
    • Total AUM93,182.75 Cr
    • Highest Return In 1 Yr7.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 108.31
    -1.77%
    -1.89%
    Very High Risk
    7,326.16Cr
    ₹ 94.54
    -3.14%
    -2.25%
    Very High Risk
    1,073.73Cr
    ₹ 406.21
    -2.21%
    -1.97%
    Very High Risk
    11,922.65Cr
    Quant Flexi Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 108.31
    • Fund Size7,326.16Cr
    Fund Return-1.77%
    Category Return-1.89%
    Quant Focused fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 94.54
    • Fund Size1,073.73Cr
    Fund Return-3.14%
    Category Return-2.25%
    Quant Tax Plan Growth Option Direct Plan
    Very High Risk
    • NAV₹ 406.21
    • Fund Size11,922.65Cr
    Fund Return-2.21%
    Category Return-1.97%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ankit A. Pande
    Ankit A. Pande
    i
    Lead Fund Manager.
    May 11, 2020 - Present
    • Schemes managed18
    • Total AUM92,774.61 Cr
    • Highest Return In 1 Yr7.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 108.31
    -1.77%
    -1.89%
    Very High Risk
    7,326.16Cr
    ₹ 94.54
    -3.14%
    -2.25%
    Very High Risk
    1,073.73Cr
    ₹ 152.51
    0.02%
    -%
    Very High Risk
    3,570.31Cr
    Quant Flexi Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 108.31
    • Fund Size7,326.16Cr
    Fund Return-1.77%
    Category Return-1.89%
    Quant Focused fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 94.54
    • Fund Size1,073.73Cr
    Fund Return-3.14%
    Category Return-2.25%
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.51
    • Fund Size3,570.31Cr
    Fund Return0.02%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sanjeev Sharma
    Sanjeev Sharma
    i
    Lead Fund Manager.
    Feb 3, 2025 - Present
    • Schemes managed21
    • Total AUM94,611.09 Cr
    • Highest Return In 1 Yr7.84 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 108.31
    -1.77%
    -1.89%
    Very High Risk
    7,326.16Cr
    ₹ 94.54
    -3.14%
    -2.25%
    Very High Risk
    1,073.73Cr
    ₹ 152.51
    0.02%
    -%
    Very High Risk
    3,570.31Cr
    Quant Flexi Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 108.31
    • Fund Size7,326.16Cr
    Fund Return-1.77%
    Category Return-1.89%
    Quant Focused fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 94.54
    • Fund Size1,073.73Cr
    Fund Return-3.14%
    Category Return-2.25%
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.51
    • Fund Size3,570.31Cr
    Fund Return0.02%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sandeep Tandon
    Sandeep Tandon
    i
    Lead Fund Manager.
    Feb 3, 2025 - Present
    • Schemes managed18
    • Total AUM92,774.61 Cr
    • Highest Return In 1 Yr7.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 108.31
    -1.77%
    -1.89%
    Very High Risk
    7,326.16Cr
    ₹ 152.51
    0.02%
    -%
    Very High Risk
    3,570.31Cr
    --
    ₹ 20.82
    -0.87%
    -1.98%
    Very High Risk
    1,829.79Cr
    Quant Flexi Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 108.31
    • Fund Size7,326.16Cr
    Fund Return-1.77%
    Category Return-1.89%
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.51
    • Fund Size3,570.31Cr
    Fund Return0.02%
    Category Return--
    Quant Value Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.82
    • Fund Size1,829.79Cr
    Fund Return-0.87%
    Category Return-1.98%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Varun Pattani
    Varun Pattani
    i
    Lead Fund Manager.
    Feb 3, 2025 - Present
    • Schemes managed18
    • Total AUM92,774.61 Cr
    • Highest Return In 1 Yr7.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 152.51
    0.02%
    -%
    Very High Risk
    3,570.31Cr
    ₹ 243.06
    -1.65%
    -1.60%
    Very High Risk
    9,140.41Cr
    ₹ 280.38
    -0.69%
    -0.57%
    Very High Risk
    29,629.09Cr
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.51
    • Fund Size3,570.31Cr
    Fund Return0.02%
    Category Return--
    Quant Mid Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 243.06
    • Fund Size9,140.41Cr
    Fund Return-1.65%
    Category Return-1.60%
    Quant Small Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 280.38
    • Fund Size29,629.09Cr
    Fund Return-0.69%
    Category Return-0.57%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ayusha Kumbhat
    Ayusha Kumbhat
    i
    Lead Fund Manager.
    Feb 19, 2025 - Present
    • Schemes managed18
    • Total AUM92,774.61 Cr
    • Highest Return In 1 Yr7.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 20.82
    -0.87%
    -1.98%
    Very High Risk
    1,829.79Cr
    --
    ₹ 18.25
    2.10%
    -2.52%
    Very High Risk
    642.08Cr
    --
    ₹ 35.14
    -3.38%
    -2.60%
    Very High Risk
    305.11Cr
    Quant Value Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.82
    • Fund Size1,829.79Cr
    Fund Return-0.87%
    Category Return-1.98%
    Quant BFSI Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.25
    • Fund Size642.08Cr
    Fund Return2.10%
    Category Return-2.52%
    Quant ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 35.14
    • Fund Size305.11Cr
    Fund Return-3.38%
    Category Return-2.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Yug Tibrewal
    Yug Tibrewal
    i
    Lead Fund Manager.
    Mar 6, 2025 - Present
    • Schemes managed18
    • Total AUM92,774.61 Cr
    • Highest Return In 1 Yr7.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 406.21
    -2.21%
    -1.97%
    Very High Risk
    11,922.65Cr
    --
    ₹ 17.20
    -1.36%
    -0.98%
    Moderately High risk
    1,260.43Cr
    ₹ 125.86
    -2.88%
    -1.92%
    Very High Risk
    3,840.48Cr
    Quant Tax Plan Growth Option Direct Plan
    Very High Risk
    • NAV₹ 406.21
    • Fund Size11,922.65Cr
    Fund Return-2.21%
    Category Return-1.97%
    Quant Dynamic Asset Allocation Fund Direct Growth
    Moderately High risk--
    • NAV₹ 17.20
    • Fund Size1,260.43Cr
    Fund Return-1.36%
    Category Return-0.98%
    Quant Large and Mid Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 125.86
    • Fund Size3,840.48Cr
    Fund Return-2.88%
    Category Return-1.92%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sameer Kate
    Sameer Kate
    i
    Lead Fund Manager.
    Mar 6, 2025 - Present
    • Schemes managed18
    • Total AUM92,774.61 Cr
    • Highest Return In 1 Yr7.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 24.25
    -1.90%
    -%
    Very High Risk
    1,987.89Cr
    --
    ₹ 17.20
    -1.36%
    -0.98%
    Moderately High risk
    1,260.43Cr
    ₹ 152.51
    0.02%
    -%
    Very High Risk
    3,570.31Cr
    Quant Quantamental Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.25
    • Fund Size1,987.89Cr
    Fund Return-1.90%
    Category Return--
    Quant Dynamic Asset Allocation Fund Direct Growth
    Moderately High risk--
    • NAV₹ 17.20
    • Fund Size1,260.43Cr
    Fund Return-1.36%
    Category Return-0.98%
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.51
    • Fund Size3,570.31Cr
    Fund Return0.02%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (97.86%)
    DEBT (-%)
    CASH (2.14%)
    Allocation by Market Cap
    Large Cap(82.53%)
    Mid Cap(7.83%)
    Small Cap(6.87%)
    Industry Holdings
    • Utilities Independent Power Producers12.93%
    • Oil Gas Refining Marketing10.99%
    • Drug Manufacturers Specialty Generic9.06%
    • Insurance Life8.54%
    • Engineering Construction8.49%
    • Asset Management8.31%
    Stock Holdings
    • Reliance Industries Ltd9.84%
    • Jio Financial Services Ltd8.13%
    • Adani Power Ltd7.64%
    • Larsen & Toubro Ltd7.02%
    • Samvardhana Motherson International Ltd6.51%
    • Grasim Industries Ltd5.77%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      0.10
      This Fund
      VS
      2.27
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      82.39
      This Fund
      VS
      86.94
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.10
      This Fund
      VS
      0.93
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.90
      This Fund
      VS
      1.08
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.47
      This Fund
      VS
      1.89
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      16.74
      This Fund
      VS
      13.75
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Quant Money Managers Limited
    Quant Money Managers Limited manages assets worth ₹ 99,090.73 crores. It’s current offering of mutual fund schemes includes 21 equity, 1 debt and 4 hybrid schemes.
    phone icon
    Phone
    022-62955000
    mail icon
    Email
    help.investor@quant.in
    aum
    AUM
    99,090.73 Cr (
    As on Jun 30, 2025
    )
    location
    Address
    Appasaheb Marathe Marg, Prabhadevi Mumbai,400 025

    bt_logoFAQ's

    What is the category of Quant Tax Plan Growth ?
    The category of Quant Tax Plan Growth is Equity - ELSS (Tax Savings)
    What is the current NAV of Quant Tax Plan Growth ?
    The current NAV of Quant Tax Plan Growth as on Jul 29, 2025 is ₹362.98
    How safe is Quant Tax Plan Growth ?
    The risk level of Quant Tax Plan Growth is Very High.
    What are short term returns given by Quant Tax Plan Growth ?
    The return given by Quant Tax Plan Growth in 1 month is -2.31%, 3 months is 4.87%, 6 months is 9.02%, and 1 year is -11.05%
    What are the long term returns given by Quant Tax Plan Growth ?
    The return given by Quant Tax Plan Growth in 3 years is 17.46% and 5 years is 29.37%.
    What is the expense ratio of Quant Tax Plan Growth ?
    The expense ratio of Quant Tax Plan Growth is 2.32%
    What is the AUM of Quant Tax Plan Growth ?
    The assets under Management (AUM) of Quant Tax Plan Growth is Rs 11,922.65 crores.
    What is the minimum investment in Quant Tax Plan Growth ?
    The minimum Lumpsum investment in Quant Tax Plan Growth is ₹500.00 and the minimum SIP investment in Quant Tax Plan Growth is ₹500.00
    What is the asset allocation of Quant Tax Plan Growth?
    Quant Tax Plan Growth has an exposure of 97.86% in Equity and 2.14% in Cash & Money Market Securities