Quant ESG Equity Fund - Growth Option - Regular Plan

Fund House: Quant Mutual Fund
Category: Equity: Thematic-ESG
Launch Date: 05-11-2020
Asset Class: Equity
Benchmark: NIFTY 100 ESG TRI
TER: 2.39% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 253.71 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days.

32.9682

39.82%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.

Current Asset Allocation (%)

Indicators

Standard Deviation 17.48
Sharpe Ratio 1.35
Alpha 10.64
Beta 1.02
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Quant ESG Equity Fund - Growth Option - Regular Plan 05-11-2020 54.42 32.6 30.46 - -
ICICI Prudential ESG Exclusionary Strategy Fund - Growth 05-10-2020 40.41 26.55 16.51 - -
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option 05-12-2020 33.59 22.87 13.56 - -
Invesco India ESG Equity Fund - Growth 18-03-2021 33.33 19.67 15.32 - -
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth 01-11-2006 31.37 22.87 16.54 15.49 13.98
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option 01-02-2020 29.78 19.52 11.85 - -
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth 24-12-2020 28.47 18.76 13.42 - -
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION 05-07-2019 27.51 19.84 13.99 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.11%

Others

26.74%

Large Cap

42.53%

Mid Cap

17.63%

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