Quant Tax Plan Direct Growth

Mutual Fund Category

Equity Oriented

Minimum Investment

₹500.00 *

Return 1 Year

3.59%*

Return 3 Years

82.67%*

99.14

14.67%*

Eligibility

Citizen Individuals above eighteen years (sole or joint)
A financial saving is available for Resident Individual (sole or joint account)
Foreign national and Hindu undivided family (HUF) customers, who are above eighteen years

Document Required

ID Proof:- Driving License, Passport, Voter's ID, Aadhaar Card
Address Proof:- Passport, Driving License, Voter's ID, Aadhaar Cards, Utility Bill, Financial institution Statement
Signature Proof:- PAN Cards, Driving License, Passport
Latest Passport Size Photographs

Features of Mutual Fund

No of Stocks : 53 (Category Avg - 49.05)
Large Cap Investments : 51.47%
Mid Cap Investments : 21.3%
Small Cap Investments : 15.92%
Other : 11.27%

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	21-May-21	12000	12431.31	3.59 %	6.74 %
2 Year	22-May-20	24000	34850.91	45.21 %	40.59 %
3 Year	23-May-19	36000	65762.4	82.67 %	43.36 %
5 Year	23-May-17	60000	127105.56	111.84 %	30.58 %

Period Invested for

₹1000 SIP Started on

Investments

Latest Value

Absolute Returns

Annualised Returns

1 Year

21-May-21

12000

12431.31

3.59 %

6.74 %

2 Year

22-May-20

24000

34850.91

45.21 %

40.59 %

3 Year

23-May-19

36000

65762.4

82.67 %

43.36 %

5 Year

23-May-17

60000

127105.56

111.84 %

30.58 %