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Quant Tax Plan - Direct Plan - Growth

  • Regular
  • Direct
Category : ELSS
Fund House : Quant Mutual Fund

Returns (NAV as on 19th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Nov-19 10043.10 0.43% - 0.03% 23/65
1 Month 18-Oct-19 10425.70 4.26% - 2.36% 3/65
3 Month 19-Aug-19 11076.00 10.76% - 8.77% 10/64
6 Month 17-May-19 10950.40 9.50% - 4.99% 15/63
YTD 01-Jan-19 10631.40 6.31% - 0.96% 28/63
1 Year 19-Nov-18 10684.60 6.85% 6.85% 7.25% 38/62
2 Year 17-Nov-17 10696.50 6.97% 3.41% 1.05% 21/52
3 Year 18-Nov-16 13908.80 39.09% 11.61% 12.08% 25/45
5 Year 19-Nov-14 18548.60 85.49% 13.14% 9.34% 3/33
Since Inception 07-Jan-13 25247.90 152.48% 14.44% 9.86% 18/59

SIP Returns (NAV as on 19th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 19-Nov-18 12000 12901.06 7.51 % 14.16 %
2 Year 17-Nov-17 24000 25774.24 7.39 % 7 %
3 Year 18-Nov-16 36000 40378.52 12.16 % 7.59 %
5 Year 19-Nov-14 60000 79120.44 31.87 % 11 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.35% 4.26% 10.76% 9.50% 3.17% 6.85% 3.41% 11.61% 13.14%
Nifty 50 0.47% 2.39% 8.02% 4.67% 2.72% 10.93% 7.73% 13.92% 7.33%
Benchmark: Nifty 50 TRI 0.47% 2.47% 8.26% 5.72% 3.77% 12.43% 9.20% 15.43% 8.71%
Category Average 0.22% 2.36% 8.77% 4.99% 0.96% 7.25% 1.05% 12.08% 9.34%
Category Rank 25/65 3/65 10/64 15/63 28/63 38/62 21/52 25/45 3/33
Best in Category 0.81% 5.00% 15.57% 15.99% 15.29% 23.99% 11.29% 19.13% 13.92%
Worst in Category -0.65% -0.08% 1.98% -8.53% -17.39% -12.65% -16.98% 5.44% 4.37%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2017 12.35% 12.16% 12.85% 9.71%
Q2 - 2017 8.72% 3.06% 3.22% 5.56%
Q4 - 2017 8.33% 5.84% 6.61% 11.79%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 -6.73% -2.14% -2.77% -7.13%
Q3 - 2019 -4.41% -3.30% -2.88% 1.35%
Q4 - 2016 -5.39% -6.39% -6.71% -1.75%

Forum

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