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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
31.66 +0.36 (1.14%) NAV as on 01 Mar, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)214.66
  • CAGR 52.98%
  • 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 March 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.54
  • Std Deviation 17.52%
  • 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 214.66 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 Reliance Industries, Jio Financial Services, RBL Bank & Britannia Industries.

 

The major sectors where the fund is invested are Biotechnology & Drugs, Oil & Gas Operations, Regional Banks & Food Processing.

 

Some of the similar funds are Quant ESG Equity Fund Regular Growth, Quantum ESG Best In Class Strategy 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, Invesco India ESG Equity Fund Regular Growth. Quant ESG Equity Fund Regular Growth has a sharpe ratio of 1.54 & a standard deviation of 17.52%.

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 52.98% 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 214.66 crores.
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