Quant Tax Plan SIP Calculator
Calculate historical returns and project future compounding for Quant Tax Plan. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
ELSS / Tax Saving
AUM
₹13,458 Cr
Expense Ratio
1.21%
Fund Manager
Sanjeev Sharma
Quant Tax Plan Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 14.2% CAGR | 5 Years @ 14.8% CAGR | 10 Years @ 19.8% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹45,051 Invested: ₹36,000 | ₹89,078 Invested: ₹60,000 | ₹3,76,463 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,12,627 Invested: ₹90,000 | ₹2,22,696 Invested: ₹1,50,000 | ₹9,41,158 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,25,254 Invested: ₹1,80,000 | ₹4,45,392 Invested: ₹3,00,000 | ₹18,82,316 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,50,509 Invested: ₹3,60,000 | ₹8,90,785 Invested: ₹6,00,000 | ₹37,64,632 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹11,26,272 Invested: ₹9,00,000 | ₹22,26,962 Invested: ₹15,00,000 | ₹94,11,580 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (14.15%), 5-year (14.76%), and 10-year (19.76%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Quant Tax Plan
An ELSS (Equity Linked Savings Scheme) fund offering tax benefits under Section 80C with a 3-year lock-in period. Known for its aggressive, momentum-driven investment style.
Investment Strategy
Uses a quantitative, model-driven approach combining momentum, value, and quality factors. Actively manages sector allocation based on market conditions. Higher portfolio turnover compared to traditional ELSS funds.
Key Facts
- Tax deduction up to ₹1.5 lakh under Section 80C
- Mandatory 3-year lock-in period
- Quantitative, model-driven approach
- Benchmark: Nifty 500 TRI
Historical Returns
3-Year CAGR
14.15%
5-Year CAGR
14.76%
10-Year CAGR
19.76%
Benchmark
Nifty 500 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Data as of August 2026. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Quant Tax Plan's portfolio includes:
Top 5 Holdings
- Reliance Industries
- HDFC Bank
- ICICI Bank
- Infosys
- Bajaj Finance
Sector Allocation
Financials 24%, IT 16%, Energy 12%, Consumer 10%, Others 38%
Risk & Drawdowns
High volatility due to momentum-driven approach. Standard deviation ~18%.
Max drawdown -38% in March 2020. Recovered in 11 months. Quantitative model can shift sectors rapidly.
Tax Treatment
LTCG 12.5% above ₹1.25L/year. 3-year lock-in. STCG 20% if sold within 1 year (post lock-in).
Who Should NOT Invest in Quant Tax Plan?
Investors needing liquidity within 3 years. Conservative investors uncomfortable with momentum strategy.
About the Fund Manager
Sanjeev Sharma managing since 2015. Quant's model-driven approach is unique in ELSS category.
Who Is This Fund Suitable For?
Suitable for tax-saving investors comfortable with higher volatility. The 3-year lock-in aligns with a medium to long-term equity investment horizon.
More Funds from Quant & Similar Schemes
Similar Funds to Consider
- Mirae Asset Tax Saver Fund
- Canara Robeco Equity Tax Saver Fund
- Axis Long Term Equity Fund
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Quant Tax Plan Investors
- FIRE Calculator — Plan your retirement corpus with Quant Tax Plan as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Quant Tax Plan could cost you
- SIP vs EMI Calculator — Compare investing in Quant Tax Plan vs paying off loans
Frequently Asked Questions About Quant Tax Plan
What is the historical SIP return of Quant Tax Plan?
Based on the latest data, Quant Tax Plan has delivered an annualized return (CAGR) of 14.15% over 3 years, 14.76% over 5 years, and 19.76% over 10 years. Max drawdown -38% in March 2020. Recovered in 11 months. Quantitative model can shift sectors rapidly.
How is Quant Tax Plan SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Quant Tax Plan generate over 5 years?
At an estimated annual return rate of 14.76%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹4,45,392 in 5 years, yielding an estimated wealth gain of ₹1,45,392. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Quant Tax Plan?
Quant Tax Plan's top holdings include Reliance Industries, HDFC Bank, ICICI Bank, and Infosys. The fund's sector allocation is Financials 24%, IT 16%, Energy 12%, Consumer 10%, Others 38%.
What is the risk profile of Quant Tax Plan?
High volatility due to momentum-driven approach. Standard deviation ~18%. This fund may not be suitable for investors needing liquidity within 3 years. conservative investors uncomfortable with momentum strategy..
What are the tax implications of investing in Quant Tax Plan?
LTCG 12.5% above ₹1.25L/year. 3-year lock-in. STCG 20% if sold within 1 year (post lock-in).
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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