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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 50 TRI
Expense Ratio: 2.25% As on (31-05-2021)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 203.59 Cr As on (31-05-2021)
Turn over: 12.00
NAV as on 23-06-2021

193.4812

-0.59 (-0.3024%)

CAGR Since Inception

14.97%

NIFTY 50 TRI 13.99%

PERFORMANCE of quant Tax Plan - Growth Option - Regular Plan

Scheme Performance (%) Data as on - 23-06-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
quant Tax Plan - Growth Option - Regular Plan 106.88 28.94 23.34 16.02 14.97
NIFTY 50 TRI 51.67 14.56 15.09 12.8 13.99
Equity: ELSS 54.11 12.69 14.21 14.14 14.88

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 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

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 14.94 1.4 2.21 1.01 - -
Equity: ELSS - - - - - -

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

Period
Data as on - 23-06-2021
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 106.88 44.09 28.94 23.34 16.02
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 77.47 22.53 14.16 16.89 16.39
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 67.35 31.41 16.99 18.73 15.32
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 64.22 24.8 19.46 21.05 0.0
Franklin India Taxshield-Growth 05-04-1999 61.81 16.55 11.54 11.92 14.25
CANARA ROBECO EQUITY TAX SAVER FUND - REGULAR PLAN - GROWTH OPTION 02-02-2009 61.75 24.45 19.39 17.85 15.13
Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan - Growth 05-10-2016 60.54 20.18 12.84 0.0 0.0
HDFC Long Term Advantage Plan - Growth Plan 05-01-2001 59.85 16.92 14.1 15.19 14.18
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 59.61 22.36 17.12 16.43 16.38
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 59.37 13.94 10.49 0.0 0.0

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

Asset Allocation (%)