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Compare Quantum ESG Best In Class Strategy Fund vs ICICI Prudential ESG Exclusionary Strategy Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 0.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.1 | 2.14 |
NAV | ₹23.46 | ₹21.22 |
Fund Started | 21 Jun 2019 | 21 Sep 2020 |
Fund Size | ₹88.39 Cr | ₹1557.41 Cr |
Exit Load | For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 12 months. |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.1
2.14
NAV
₹23.46
₹21.22
Fund Started
21 Jun 2019
21 Sep 2020
Fund Size
₹88.39 Cr
₹1557.41 Cr
Exit Load
For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 12 months.
Returns
1 Year | 23.13% | 32.32% |
3 Year | 10.52% | 15.09% |
5 Year | 17.49% | - |
1 Year
23.13%
32.32%
3 Year
10.52%
15.09%
5 Year
17.49%
-
Holding Analysis
Equity | 94.46% | 97.71% |
Cash | 5.54% | 2.29% |
Equity
94.46%
97.71%
Cash
5.54%
2.29%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
TVS Motor Company Ltd. | 5.16% |
The Indian Hotels Company Ltd. | 4.45% |
HDFC Bank Ltd. | 3.84% |
Persistent Systems Ltd. | 2.84% |
Tata Consumer Products Ltd. | 2.69% |
Infosys Ltd. | 2.64% |
Tata Communications Ltd. | 2.60% |
ICICI Bank Ltd. | 2.48% |
ICICI Prudential Life Insurance Company Ltd. | 2.48% |
Tata Consultancy Services Ltd. | 2.40% |
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 8.09% |
HDFC Bank Ltd. | 7.30% |
Bharti Airtel Ltd. | 7.29% |
ICICI Bank Ltd. | 7.24% |
Inox Wind Ltd. | 4.91% |
Maruti Suzuki India Ltd. | 4.06% |
Infosys Ltd. | 3.77% |
HCL Technologies Ltd. | 3.52% |
TVS Motor Company Ltd. | 3.36% |
Salesforce Com. | 2.75% |
Fund Manager
Name | Sneha Joshi | Mittul Kalawadia |
Start Date | 21 Jun 2019 | 01 Mar 2022 |
Name
Sneha Joshi
Mittul Kalawadia
Start Date
21 Jun 2019
01 Mar 2022
About Fund
Description | The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy. | The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies identified based on the Environmental, Social and Governance (ESG) theme following Exclusion Strategy. |
Launch Date | 21 Jun 2019 | 21 Sep 2020 |
Description
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies identified based on the Environmental, Social and Governance (ESG) theme following Exclusion Strategy.
Launch Date
21 Jun 2019
21 Sep 2020
