Riskometer
Riskometer
Value Research Rating
As on 22-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Quant Tax Plan - Direct Plan
|
Very High
|
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0.76 |
|||
Very High
|
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0.66 |
||||
Very High
|
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1.02 |
||||
Very High
|
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0.80 |
||||
Very High
|
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0.56 |
1 min read
1 min read•By News Desk
1 min read•By News Desk
Quant Tax Plan - Direct Plan is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax.
Mutual funds can be bought directly from the website of the fund house. For instance, Quant Tax Plan - Direct Plan fund can be purchased from the website of Quant Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Quant Tax Plan - Direct Plan is ₹300.9192 as of 25-Sep-2023.
The AUM of Quant Tax Plan - Direct Plan Fund is ₹4,606 Cr as of 31-Aug-2023
The riskometer level of Quant Tax Plan - Direct Plan is Very High. See More
As of 31-Aug-2023, Quant Tax Plan - Direct Plan had invested 96.78% in Equity and 3.22% in Cash & Cash Eq. See More
Quant Tax Plan - Direct Plan is 10 years 8 months old. It has delivered 20.97% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
10.17%
|
37.03%
|
26.01%
|
21.82%
|
24.95%
|
20.97%
|
The minimum SIP amount of Quant Tax Plan - Direct Plan is ₹500.
Yes, There is lock in period in Quant Tax Plan - Direct Plan.
The expense ratio of Quant Tax Plan - Direct Plan is 0.76%.
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