• EISS Approved EISS
    SIP SIP
  • Quant Tax Plan- Direct (G)

    Quant Tax Plan- Direct (G) ONE TIME - INR 500 SIP MIN INVEST - INR 500

    The primary objective is to generate capital appreciation by investing predominantly in a well diver...

    AUM: 487.12Cr

    Category: Equity - Tax Planning

    BenchMark: Nifty 50 TRI

    Current NAV : 235.23

    1YR. RTN: 83.01%

    Expense Ratio: 0.57%

    Exit Load: -

    Riskometer

  • Quant Tax Plan- Direct (D)

    Quant Tax Plan- Direct (D) ONE TIME - INR 500 SIP MIN INVEST - INR 500

    The primary objective is to generate capital appreciation by investing predominantly in a well diver...

    AUM: 487.12Cr

    Category: Equity - Tax Planning

    BenchMark: Nifty 50 TRI

    Current NAV : 31.36

    1YR. RTN: 82.83%

    Expense Ratio: 0.57%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 113.89Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 16.50

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 113.89Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 16.50

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 115.08Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 15.47

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 115.08Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 15.47

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 260.96Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 23.29

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 260.96Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 21.17

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To generate capital appreciation over a period of ten years by investing predominantly in equities o...

    AUM: 31.68Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 500 TRI

    Current NAV : 59.56

    1YR. RTN: 59.11%

    Expense Ratio: 1.76%

    Exit Load: -

    Riskometer

  • To generate capital appreciation over a period of ten years by investing predominantly in equities o...

    AUM: 31.68Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 500 TRI

    Current NAV : 47.44

    1YR. RTN: 59.11%

    Expense Ratio: 1.76%

    Exit Load: -

    Riskometer

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Asset Allocation

Equity Sector Allocation

Mean
Standard Devation
Sharpe Ratio
Beta
Alpha
Treynor
Information Ratio
Sortino Ratio
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