- Mutual Funds
- Quant Tax Plan- Direct (IDCW)
Quant Tax Plan- Direct (IDCW)
ELSS
- NAV 43.32 (0.46%)
- Fund Size (Cr) ₹4956.53
- Expense Ratio 0.76
- Scheme Type Active Fund
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Value Research
- Minimum investment ₹500
- Minimum Additional Investment ₹500
- Minimum SIP Investment ₹500
- Minimum Withdrawal ₹500
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Exit Load
0%
- Return Since Launch 16.21%
Basic Details
Vasav Sahgal
Nifty 500 TRI
OPEN
Lumpsum Returns
SIP Returns
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
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Risk Ratios
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Standard Deviation
4.86% -
Beta
0.90% -
Sharpe Ratio
1.97% -
Treynor’s Ratio
3.05% -
Jension’s Alpha
13.42%
Asset Allocation
There is no Asset Allocation data.
Sector Allocation
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Top 10 stock holding in portfolio
Peer Comparison
- Scheme Name
- Value Research
- Asset Size (Cr)
- 1M
- 3M
- 6M
- 1Y
- 3Y
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Quant Tax Plan- Direct (IDCW)
- 4956.53
- 10.34%
- 8.98%
- 23.41%
- 16.81%
- 34.77%
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Sundaram LT Tax Advantage Fund-Sr.IV-Dir (IDCW)
- 22.45
- 8.03%
- 8.28%
- 25.10%
- 37.75%
- 41.07%
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Sundaram LT Tax Advantage Fund-Sr.IV-Dir (G)
- 22.45
- 8.03%
- 8.28%
- 25.10%
- 37.75%
- 41.07%
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Sundaram LT Tax Advantage Fund-Sr.III-Dir (G)
- 33.68
- 8.07%
- 8.23%
- 25.04%
- 36.98%
- 41.56%
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Sundaram LT Tax Advantage Fund-Sr.III-Dir (IDCW)
- 33.68
- 8.07%
- 8.23%
- 25.04%
- 36.98%
- 41.56%
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Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G)
- 37.92
- 8.05%
- 8.52%
- 25.05%
- 36.85%
- 41.09%
News
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Quant Mutual Fund Announces change in benchmark under its scheme
Quant Mutual Fund has announced change in the benchmark of Quant Quantamental Fund(?the Scheme?)with immediate effect.
Changes in Benchmark:
Name of Scheme Existing Benchmark Revised 1st Tier Benchmark Quant Quantamental Fund Nifty 500 TRI Nifty 200 Index TRI Powered by Capital Market - Live News
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Quant Teck Fund Announces change in Exit Load Structure
Quant Mutual Fund has announced change in exit load structure under Quant Teck Fund, with effect from September 12, 2023:
Change in Exit Load:
Name of the Scheme Existing Exit Load Revised Exit Load Quant Teck Fund Nil For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrepective of the amount of investment: 1% Powered by Capital Market - Live News
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Quant Mutual Fund Announces change in Exit Load Structure
Quant Mutual Fund has announced that the exit load of the following scheme stands revised with effect from August 11, 2023 ('Effective Date'). The details of existing and revised exit load are as follows:
Change in Exit Load:
Name of the Scheme Existing Exit Load Revised Exit Load Quant Absolute Fund, Quant Active Fund, Quant BFSI Fund, Quant Business Cycle Fund, Quant Dynamic Asset Allocation Fund, Quant Flexi Cap Fund, Quant Focused Fund, Quant Healthcare Fund, Quant Large Cap Fund, Quant Large and Mid Cap Fund, Quant Multi Asset Fund, Quant Quantamental Fund, Quant Value Fund NIL For redemption / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1% Quant ESG Equity Fund For redemption / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1% For redemption / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1% Further, the change in load structure of quant Manufacturing Fund as mentioned below will be effective from August 16, 2023
Change in Exit Load:
Name of the Scheme Existing Exit Load Revised Exit Load Quant Manufacturing Fund NIL For redemption / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1% Powered by Capital Market - Live News
Fund House Details & Investment Objective
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Date of Incorporation
01-Jan-2013
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Total AUM (Cr)
₹4956.53
Quant Tax Plan- Direct (IDCW) is an ELSS-oriented fund from the renowned AMC, Quant Mutual Fund. Launched in Jan 2013, this fund is managed by Vasav Sahgal. With assets under management (AUM) worth ₹4956.53 (Cr), as of 01-Dec-2023, Quant Tax Plan- Direct (IDCW) is categorized as a ELSS within its segment. The fund has generated a return of 16.21% since its launch.
The current NAV of Quant Tax Plan- Direct (IDCW) is ₹43.32, as on 01-Dec-2023. The fund’s benchmark index is Nifty 500 TRI. You can invest in Quant Tax Plan- Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Exit load is not applicable
The fund has generated 34.77% and 28.43% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.46% in Equity, 0.16% in Debt and 0.35% in cash and cash equivalents
The top 5 sectors the fund invests in are: 17.94% in Banks, 10.53% in Pharmaceuticals & Biotechnology, 9.59% in Petroleum Products, 8.52% in Ferrous Metals and 8.46% in Finance.
FAQs on Quant Tax Plan- Direct (IDCW)
Quant Tax Plan- Direct (IDCW) is a popular fund in the ELSS segment. The fund has generated a return of 16.21% since inception. Looking to invest in Quant Tax Plan- Direct (IDCW)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Quant Tax Plan- Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Quant Tax Plan- Direct (IDCW)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Quant Tax Plan- Direct (IDCW) today and reap the benefits of this ELSS fund!
In the short term, i.e., 1 year, Quant Tax Plan- Direct (IDCW) has generated annualised return of 16.81%. In the long-term, the fund has generated 34.77% and 28.43% in 3 and 5 years respectively. Since its inception, the fund has generated 16.21% returns.
The expense ratio of Quant Tax Plan- Direct (IDCW) Direct Growth is 0.76%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.
The Assets Under Management (AUM) of Quant Tax Plan- Direct (IDCW) is ₹4956.53 (Cr) as of 01 December 2023. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of Quant Tax Plan- Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Quant Tax Plan- Direct (IDCW):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Quant Tax Plan- Direct (IDCW)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Yes, you can invest both lumpsum and SIP in Quant Tax Plan- Direct (IDCW). Minimum lumpsum investment Quant Tax Plan- Direct (IDCW) is ₹500 and minimum SIP amount is ₹500. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of Quant Tax Plan- Direct (IDCW) is ₹43.32 as on 01 December 2023.
The 5 biggest stock holdings of Quant Tax Plan- Direct (IDCW) are:
Reliance Industr (9.87%), DLF (6.9%), Aurobindo Pharma (6.15%), Sun Pharma.Inds. (6.06%), St Bk of India (4.62%)
A majority of Quant Tax Plan- Direct (IDCW) 's AUM worth ₹4956.53 (Cr) is invested in these 3 top sectors:
- Banks: 17.94%
- Pharmaceuticals & Biotechnology: 10.53%
- Petroleum Products: 9.59%
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