Quant ESG Equity Fund Regular Growth
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- Rating 5
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)278.56
- CAGR 51.99%
- Exit Load1.00%
- Expense ratio2.39%
- CategoryEquity
- Min Investment5000
- Min SIP1000
- Launch Date2020-11-05
Asset Allocation
Holdings As On - 22 July 2024
- Name
- Value (Cr)
- Holding %
- Treps 01-Jul-2024 Depo 10
- 29.22
- 10.49%
- HDFC Bank
- 28.46
- 10.22%
- Reliance Industries
- 26.91
- 9.66%
- Aegis Logis
- 25.14
- 9.02%
- Britannia Industries
- 22.18
- 7.96%
- Aditya Birla Fashion & Retail
- 21.36
- 7.66%
- Pfizer
- 19.71
- 7.07%
- Future on Kotak Mahindra Bank Ltd
- 16.70
- 5.99%
- Dr Reddys Laboratories
- 16.01
- 5.75%
- Gillette India
- 15.22
- 5.46%
Peer Comparison
- Fund Name
- Quant ESG Equity Fund Regular Growth51.99%
- Quantum ESG Best In Class Strategy Fund Regular Growth29.41%
- Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth30.73%
- Invesco India ESG Integration Stategy Fund Regular Growth32.83%
- Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth31.71%
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio1.26
- Std Deviation 17.28%
- Tracking Error 0.00%
About Fund
To generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. However, there can be no assurance that the investment objective of the Scheme will be achieved.
The Quant ESG Equity Fund Regular Growth has an AUM of 278.56 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.39%. The minimum investment in Quant ESG Equity Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include Treps 01-Jul-2024 Depo 10, HDFC Bank, Reliance Industries & Aegis Logis.
The major sectors where the fund is invested are Personal & Household Prods., Major Drugs, Regional Banks & Oil & Gas Operations.
Some of the similar funds are Quant ESG Equity Fund Regular Growth, Quantum ESG Best In Class Strategy Fund Regular Growth, Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth, Invesco India ESG Integration Stategy Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth. Quant ESG Equity Fund Regular Growth has a sharpe ratio of 1.26 & a standard deviation of 17.28%.
