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Compare Quantum ESG Best In Class Strategy Fund vs Quant ESG Equity Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 2.09 | 2.42 |
NAV | ₹23.53 | ₹32.20 |
Fund Started | 21 Jun 2019 | 15 Oct 2020 |
Fund Size | ₹89.88 Cr | ₹298.44 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 15 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹1000
Expense Ratio
2.09
2.42
NAV
₹23.53
₹32.20
Fund Started
21 Jun 2019
15 Oct 2020
Fund Size
₹89.88 Cr
₹298.44 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 15 days.
Returns
1 Year | 14.33% | 12.69% |
3 Year | 10.34% | 17.67% |
5 Year | 17.01% | - |
1 Year
14.33%
12.69%
3 Year
10.34%
17.67%
5 Year
17.01%
-
Holding Analysis
Equity | 93.32% | 96.70% |
Cash | 6.68% | 3.30% |
Equity
93.32%
96.70%
Cash
6.68%
3.30%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 5.68% |
TVS Motor Company Ltd. | 4.82% |
HDFC Bank Ltd. | 3.56% |
Persistent Systems Ltd. | 3.35% |
Infosys Ltd. | 2.66% |
Tata Consultancy Services Ltd. | 2.44% |
ICICI Bank Ltd. | 2.42% |
Tata Consumer Products Ltd. | 2.41% |
Marico Ltd. | 2.26% |
Voltas Ltd. | 2.23% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.41% |
HDFC Life Insurance Co Ltd. | 8.45% |
JIO Financial Services Ltd. | 8.24% |
Pfizer Ltd. | 7.88% |
Zydus Wellness Ltd. | 7.66% |
Life Insurance Corporation of India | 7.47% |
Aditya Birla Fashion and Retail Ltd. | 7.03% |
Britannia Industries Ltd. | 6.46% |
Nestle India Ltd. | 5.74% |
Marico Ltd. | 5.14% |
Fund Manager
Name | Sneha Joshi | Ankit A Pande |
Start Date | 21 Jun 2019 | 22 Aug 2023 |
Name
Sneha Joshi
Ankit A Pande
Start Date
21 Jun 2019
22 Aug 2023
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 portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. |
Launch Date | 21 Jun 2019 | 15 Oct 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 portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
Launch Date
21 Jun 2019
15 Oct 2020
