Category: Equity: Thematic-ESG |
Launch Date: 05-07-2019 |
Asset Class: Equity |
Benchmark: NIFTY 100 ESG TRI |
TER: 2.09% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 80.08 Cr As on (31-03-2024) |
Turn over: 21.09% | Exit Load: For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) criteria.
Standard Deviation | 11.52 |
Sharpe Ratio | 0.75 |
Alpha | -1.3 |
Beta | 0.83 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 05-07-2019 | 27.13 | 14.72 | 13.71 | - | - |
Quant ESG Equity Fund - Growth Option - Regular Plan | 05-11-2020 | 46.82 | 23.64 | 30.16 | - | - |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 05-10-2020 | 40.22 | 22.1 | 17.18 | - | - |
Invesco India ESG Equity Fund - Growth | 18-03-2021 | 35.52 | 14.95 | 16.43 | - | - |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 05-12-2020 | 30.61 | 15.85 | 13.47 | - | - |
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 01-11-2006 | 29.83 | 16.73 | 16.42 | 15.11 | 14.69 |
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 01-02-2020 | 29.5 | 14.79 | 11.98 | - | - |
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 24-12-2020 | 26.28 | 11.15 | 12.75 | - | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
8.27%
Others
9.62%
Large Cap
56.54%
Mid Cap
25.57%