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Compare Mutual Funds
Comparing Quant Tax Plan vs IDFC Tax Advantage (ELSS) FundComparing 2/4 funds
- Add Fund
- Add Fund
- VRO Rating
- Category,
Sub-category - elss, equity
- elss, equity
- ET Money Rank in sub-category
- 1 out of 26
- 4 out of 26
- Consistency
- Fund Age
- 9 yrs 8 m
- 9 yrs 8 m
- Fund Size
- ₹1,787 Crs
- ₹3,851 Crs
- 3 months
- 20.84%
- 14.53%
- 6 months
- 17.86%
- 6.95%
- 1 year
- 19.35%
- 9.47%
- 3 year
- 44.22%
- 26.12%
- 5 year
- 23.64%
- 14.28%
- Standard Deviation
- 24.6
- 26
- Sharpe
- 1.45
- 0.92
- Beta
- 0.97
- 1.12
- Sortino
- 1.73
- 0.96
- Alpha
- 17.59
- 3.02
- Top 3 sectors
- Services (21.74%)
- Financial (16.05%)
- Consumer Staples (13.82%)
- Financial (27.27%)
- Automobile (11.85%)
- Technology (9.5%)
- Top 5 holdings
- State Bank of India (7.68%)
- ITC Ltd. (7.33%)
- ICICI Bank Ltd. (6.45%)
- Patanjali Foods Ltd. (5.71%)
- Adani Ports and Special Economic Zone Ltd. (5.65%)
- ICICI Bank Ltd. (8.75%)
- Infosys Ltd. (5.43%)
- State Bank of India (4.83%)
- HDFC Bank Ltd. (4.05%)
- Reliance Industries Ltd. (3.77%)
- P/E Ratio
- 22.54
- 21.28
- P/B Ratio
- 2.71
- 2.93
- Equity%
- 96.12%
- 93.79%
- Debt%
- 0%
- 0.04%
- Turnover Ratio
- NA
- 20
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.57%
- 0.75%
- Exit Load
- 0%
- 0%
- Lock-in
- 3 Years
- 3 Years
- Benchmark Index
- Nifty 500 TRI
- S&P BSE 500 TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹500
- SIP ₹500 & Lumpsum ₹500
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Ankit A Pande
- Vasav Sahgal
- Daylynn Gerard Paul Pinto
