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Asset Size:10Cr
Expense Ratio:2.48%
Fund Manager(s):Pushpa Rai,Sanjeev Sharma,
5year Returns:13.5%

Quant Tax Plan Growth

       

Tax Savings
ELSS (Tax Savings)

Nav : 87.7618 ( 1.05%) August 16th, 2019

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

13.5%

Investment Horizon

>3 Yr

Doubled Money

5yrs 6m

Returns since March 8th, 2000

11.82%

*Monthly Investment and One Time Investment are not Available in this Fund

Amount Invested

20k

Projected Wealth Gained

1.1L

Projected Maturity Amount

1.3L

     

Tax Savings
ELSS (Tax Savings)

Nav : 87.7618 ( 1.05%) August 16th, 2019

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

*Monthly Investment and One Time Investment are not Available in this Fund

Amount Invested

20k

Projected Wealth Gained

1.1L

Projected Maturity Amount

1.3L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

13.5%

Investment Horizon

>3 Yr

Doubled Money

5yrs 6m

Returns since March 8th, 2000

11.82%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the Scheme is to generate Capital Appreciation by investing predominantly in a well diversified portfolio of Equity Shares with growth potential. This income may be complemented by possible dividend and other income.

Basic Details
Fund House
Quant
Launch Date
March 8th, 2000
Expense Ratio
2.48%
Fund Category Risk
High
Std Dev (1Yr)
16.188
Std Dev (3Yr)
13.321
Std Dev (5Yr)
14.645
Asset Size
10Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.82 %
Exit Load
No Exit Load
Contact Details
Phone No.
+91 11 43587415,43587420