Quant Tax Plan- Direct (IDCW)

Quant Tax Plan- Direct (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

0.57%

Expense Ratio

₹10,980 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
26.63%
18.71%
32.2%
16.82%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Quant Tax Plan- Direct (IDCW)
26.63%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
Vedanta
6.53%
NetCAOthers
6.48%
Adani Enterp.
5.8%
Ruchi Soya Inds.
5.75%
St Bk of India
5.7%

Fund Manager

S
Sanjeev Sharma
V
Vasav Sahgal
A
Ankit A. Pande