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Business News/Market/Market Stats/    Quant ESG Equity Fund Regular Growth

Quant ESG Equity Fund Regular Growth

+
  • Equity
  • Equity - ESG
  • Rating 5
  • Plan
34.68 +0.01 (0.01%) NAV as on 31 Oct, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)333.98
  • CAGR 42.68%
  • Exit Load1.00%
  • Expense ratio2.39%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2020-11-05

Morning Star Rating 5

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 03 November 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps 01-Oct-2024 Depo 10
  • 21.52
  • 6.44%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.11
  • Std Deviation 17.63%
  • 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 333.98 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 HDFC Life Insurance Company, Reliance Industries, Jio Financial Services & Aditya Birla Fashion & Retail.

 

The major sectors where the fund is invested are Food Processing, Insurance (Life), Oil & Gas Operations & Retail (Apparel).

 

Some of the similar funds are Quant ESG Equity Fund Regular Growth, Quantum ESG Best In Class Strategy Fund Regular Growth, Invesco India ESG Integration Stategy Fund Regular Growth, Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth. Quant ESG Equity Fund Regular Growth has a sharpe ratio of 1.11 & a standard deviation of 17.63%.

FAQs about Quant ESG Equity Fund Regular Growth

According to the morning star rating Quant ESG Equity Fund Regular Growth has a Medium risk & Exceptional return.
Quant ESG Equity Fund Regular Growth is managed by Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande.
The expense ratio of Quant ESG Equity Fund Regular Growth is 2.39%.
The 5 year annualized return on Quant ESG Equity Fund Regular Growth is 0.00% & it has generated 42.68% in the last 1 year.
The minimum investment in Quant ESG Equity Fund Regular Growth is 5000 Rs.
Quant ESG Equity Fund Regular Growth has an AUM of 333.98 crores.
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