Quant ESG Equity Fund - Growth Option - Regular Plan
Category: Equity: Thematic-ESG
Launch Date: 05-11-2020
AUM:
₹ 278.05 Cr
Expense Ratio
2.44%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF966L01AB8
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 - Growth Option - Regular Plan | -1.25 | 14.78 | - |
| NIFTY 100 ESG TRI | 7.81 | 12.28 | 21.17 |
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
31.3448
Last change
-0.26 (-0.8346%)
Fund Size (AUM)
₹ 278.05 Cr
Performance
28.93% (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 (%) |
|---|---|
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 9.83 |
| RELIANCE INDUSTRIES LIMITED EQ | 9.53 |
| RELIANCE STRATEGIC INVESTMENTS LIMITED EQ | 9.1 |
| LIFE INSURANCE CORPORATION OF INDIA EQ | 7.21 |
| ZYDUS WELLNESS LIMITED EQ | 7.03 |
| ADITYA BIRLA FASHION AND RETAIL LIMITED EQ | 6.92 |
| PFIZER LIMITED EQ | 6.43 |
| AVENUE SUPERMARTS LIMITED EQ | 6.19 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 4.67 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 4.08 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.5 |
| Healthcare | 19.27 |
| Consumer Services | 13.11 |
| Oil, Gas & Consumable Fuels | 9.53 |
| N/A | 7.86 |
| Fast Moving Consumer Goods | 7.03 |
| Power | 6.68 |
| Telecommunication | 3.02 |