Quant ESG Equity Fund - IDCW Option - Regular Plan
Category: Equity: Thematic-ESG
Launch Date: 06-11-2020
AUM:
₹ 253.71 Cr
Expense Ratio
2.39%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF966L01AC6
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Sanjeev Sharma, Vasav Sahgal, Ankit A Pande
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Quant ESG Equity Fund - IDCW Option - Regular Plan | 45.77 | 28.51 | - |
| NIFTY 100 ESG TRI | 29.18 | 15.14 | 17.36 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
31.1334
Last change
0.43 (1.3738%)
Fund Size (AUM)
₹ 253.71 Cr
Performance
37.93% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Sanjeev Sharma, Vasav Sahgal, Ankit A Pande
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 12.82 |
| Reliance Industries Ltd. | 9.66 |
| Aegis Logistics Ltd. | 7.8 |
| Samvardhana Motherson International Ltd. | 7.68 |
| Britannia Industries Ltd. | 7.62 |
| Life Insurance Corporation of India | 5.01 |
| Tata Power Company Ltd. | 4.69 |
| Bharat Electronics Ltd. | 4.61 |
| MRF Ltd. | 4.46 |
| Tata Consultancy Services Ltd. | 4.37 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Energy | 17.16 |
| Services | 16.84 |
| Automobile | 12.14 |
| Technology | 10.8 |
| Financial | 9.68 |
| Consumer Staples | 9.19 |
| Healthcare | 8.77 |
| Insurance | 5.01 |
| Capital Goods | 4.61 |
| Materials | 2.97 |