quant ESG Integration Strategy Fund - Growth Option - Regular Plan
(Erstwhile 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: 2.42% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 275.83 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: - | Exit Load: For redemptions / switch outs (including SIP/STP):within 15 days from the date of allotment of units, irrespective ofthe amount of investment: 1% 1o exit load shall be applicable on switches from Regular Planto Direct Plan and vice versa, under the same scheme. |
34.2039
0.32 (0.9496%)
27.59%
Benchmark: 13.29%
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
To generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.49 |
| Sharpe Ratio | 0.56 |
| Alpha | -0.67 |
| Beta | 1.12 |
| 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 Integration Strategy Fund - Growth Option - Regular Plan | 05-11-2020 | 2.13 | 15.67 | 15.65 | 27.1 | - |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth | 30-10-2024 | 10.38 | - | - | - | - |
| ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 05-10-2020 | 8.28 | 19.89 | 19.14 | 16.63 | - |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 05-12-2020 | 8.21 | 14.79 | 13.66 | - | - |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 01-11-2006 | 6.98 | 14.74 | 13.81 | 15.78 | 12.89 |
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 24-12-2020 | 6.72 | 16.96 | 14.71 | - | - |
| Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 01-02-2020 | 4.49 | 13.48 | 13.69 | 11.98 | - |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 05-07-2019 | 3.71 | 13.04 | 12.94 | 14.95 | - |
| Invesco India ESG Integration Strategy Fund - Growth | 18-03-2021 | 1.26 | 13.3 | 13.28 | - | - |
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
22.46%
Others
20.04%
Large Cap
49.56%
Mid Cap
7.94%
