Quant ESG Equity Fund - Growth Option - Regular Plan
Category: Equity: Thematic-ESG
Launch Date: 05-11-2020
AUM:
₹ 300.64 Cr
Expense Ratio
2.41%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF966L01AB8
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Mr. Ankit Pande
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Quant ESG Equity Fund - Growth Option - Regular Plan | -2.42 | 23.61 | - |
| NIFTY 100 ESG TRI | 5.63 | 19.15 | 21.02 |
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
33.0483
Last change
0.28 (0.8575%)
Fund Size (AUM)
₹ 300.64 Cr
Performance
29.41% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Mr. Ankit Pande
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| DLF LIMITED EQ NEW FV RS.2/- | 9.25 |
| BAJAJ AUTO LIMITED EQ | 8.88 |
| PFIZER LIMITED EQ | 8.36 |
| LIFE INSURANCE CORPORATION OF INDIA EQ | 7.99 |
| TREPS 02-Jun-2025 DEPO 10 | 7.59 |
| ZYDUS WELLNESS LIMITED EQ | 7.57 |
| RELIANCE STRATEGIC INVESTMENTS LIMITED EQ | 7.47 |
| HDFC LIFE INSURANCE COMPANY LIMITED EQ | 6.69 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 6.24 |
| THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/- | 5.54 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.15 |
| Healthcare | 18.89 |
| N/A | 13.8 |
| Power | 12.06 |
| Realty | 9.25 |
| Automobile and Auto Components | 8.88 |
| Fast Moving Consumer Goods | 7.57 |
| Consumer Services | 4.29 |
| Telecommunication | 3.11 |