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: 2.41% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 286.78 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1% If units are redeemed or switched out (including SIP/STP) on or after 1 year from the date of allotment of units, irrespective of the amount of investment : Nil. |
32.6238
0.1 (0.3163%)
29.69%
Benchmark: 13.35%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 ESG TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 17.89 |
| Sharpe Ratio | 0.53 |
| Alpha | 1.9 |
| Beta | 1.07 |
| 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 | 2.88 | 23.5 | 20.71 | - | - |
| ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 05-10-2020 | 16.41 | 27.44 | 23.05 | - | - |
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 24-12-2020 | 14.28 | 20.38 | 17.0 | - | - |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 05-07-2019 | 10.35 | 18.21 | 16.72 | 23.12 | - |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 01-11-2006 | 9.41 | 18.95 | 17.97 | 23.41 | 12.39 |
| Invesco India ESG Integration Strategy Fund - Growth | 18-03-2021 | 9.32 | 20.53 | 16.23 | - | - |
| Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 01-02-2020 | 9.04 | 18.19 | 16.04 | 18.13 | - |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 05-12-2020 | 6.68 | 18.71 | 16.79 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.88%
Others
14.56%
Large Cap
56.81%
Mid Cap
11.76%
