Overview ( as on 01/12/23 )

NAV
₹295.54
Last change
₹1.34 +0.0%
Fund Size (AUM)
4956.53 Cr
Performance
26.42% (5Y)

Fund Details

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Quant Tax Plan Growth
as of 01/12/23
AUM

4956.53 Cr

Expense Ratio

1.85 %

Benchmark

IISL Nifty 500 TR INR

ISIN

INF966L01135

Fund Manager

Vasav Sahgal

Exit Load

0% if redeemed after 0 months


Fund Performance 1Y 3Y 5Y
Quant Tax Plan Growth 15.34% 32.53% 26.42%
IISL Nifty 500 TR INR 11.21% 19.14% 15.49%

Top 10 Holdings

Reliance Industries Ltd

9.87%

DLF Ltd

6.9%

Aurobindo Pharma Ltd

6.15%

Sun Pharmaceuticals Industries Ltd

6.06%

State Bank of India

4.62%

Jindal Steel & Power Ltd

4.59%

Adani Power Ltd

4.43%

LTIMindtree Ltd

4.27%

Jio Financial Services Ltd

3.9%

UltraTech Cement Ltd

3.84%

Sector Allocation

Basic Materials

18.61%

Financial

17.44%

Healthcare

13.81%

Energy

13.17%

Real Estate

9.61%

Utilities Services

8.14%

Technology

7.13%

Consumer Cyclical

5.71%

Industrials

4.09%

Communication Services

2.29%

Asset Allocation

  • 99%

    Equity
  • 1%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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