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Business News/Market/Market Stats/    Quantum ESG Best In Class Strategy Fund Regular Growth

Quantum ESG Best In Class Strategy Fund Regular Growth

+
  • Equity
  • Equity - ESG
  • Rating 3
  • Plan
23.79 +0.07 (0.30%) NAV as on 16 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)83.59
  • CAGR 29.62%
  • Exit Load1.00%
  • Expense ratio2.09%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2019-07-12

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps ^
  • 5.23
  • 6.26%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.68
  • Std Deviation 11.82%
  • Tracking Error 0.00%

About Fund

The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies identified based on the Environment, Social and Governance (ESG) theme following Best in Class Strategy.

 

The Quantum ESG Best In Class Strategy Fund Regular Growth has an AUM of 83.59 crores & has delivered CAGR of 18.79% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. The minimum investment in Quantum ESG Best In Class Strategy Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Treps ^, TVS Motor Co, Indian Hotels Company & HDFC Bank.

 

The major sectors where the fund is invested are Software & Programming, Regional Banks, Recreational Products & Personal & Household Prods..

 

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, Invesco India ESG Integration Stategy Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth. Quantum ESG Best In Class Strategy Fund Regular Growth has a sharpe ratio of 0.68 & a standard deviation of 11.82%.

FAQs about Quantum ESG Best In Class Strategy Fund Regular Growth

According to the morning star rating Quantum ESG Best In Class Strategy Fund Regular Growth has a Moderate risk & Exceptional return.
Quantum ESG Best In Class Strategy Fund Regular Growth is managed by Chirag Mehta,Sneha Joshi.
The expense ratio of Quantum ESG Best In Class Strategy Fund Regular Growth is 2.09%.
The 5 year annualized return on Quantum ESG Best In Class Strategy Fund Regular Growth is 18.79% & it has generated 29.62% in the last 1 year.
The minimum investment in Quantum ESG Best In Class Strategy Fund Regular Growth is 500 Rs.
Quantum ESG Best In Class Strategy Fund Regular Growth has an AUM of 83.59 crores.
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