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- Quant Mutual Fund
- Quant ESG Equity Fund Direct Growth
Quant ESG Equity Fund Direct Plan Growth
₹ 31.76
NAV (Apr 11)
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Quant ESG Equity Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment8,67,785
Wealth Gained16,00,397
Total Corpus Created (₹)
With CAGR of 29.78 % in 5 yearsHistorical NAV
₹ 31.7565
NAV (Apr 11)
Fund Returns
Last 1Y | -3.9% |
Last 3Y | 13.1% |
Last 5Y | - |
Last 10Y | - |
Since Inception | 29.8% |
6 Month CAGR | -18.1% |
Scheme Information
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.
Expense Ratio | 0.94 % |
Launched 4Y ago | 2020-11-05 |
AUM in Crores | 277.4 |
ISIN | INF966L01AD4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 100 ESG Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 19.3 |
Beta | 1.2 |
Sharpe Ratio | 0.7 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant ESG Equity Fund Direct (G) | 10,14,168 | 2,81,556 | 13.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Life Insurance Corporation of India
9.34%Aurobindo Pharma Ltd.
8.48%Dr. Reddy's Laboratories Ltd.
8.15%Pfizer Ltd.
7.99%Aditya Birla Fashion and Retail Ltd.
7.47%
Allocation by Sector
Financial
29.47%Healthcare
22.55%Energy
15.3%Services
12.49%Insurance
9.29%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 23,379 cr |
About the AMC
Quant Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.4% | 17.6% | ||
12.5% | 16.9% | ||
12% | 19.9% | ||
17.8% | 17.4% | ||
15.1% | 18.4% |
Quant ESG Equity Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment8,67,785
Wealth Gained16,00,397
Total Corpus Created (₹)
With CAGR of 29.78 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Quant ESG Equity Fund Direct Plan Growth?
What is the current AUM of Quant ESG Equity Fund Direct Growth?
What is the latest NAV of Quant ESG Equity Fund Direct Growth?
What is the Riskometer rating for Quant ESG Equity Fund Direct Plan Growth?
Which are the top sector holdings in Quant ESG Equity Fund Direct Plan?
Which are the top stock holdings in Quant ESG Equity Fund Direct Plan?
What is the asset allocation of Quant ESG Equity Fund Direct Plan Growth?
What has been the performance of Quant ESG Equity Fund Direct Growth returns?
Does Quant ESG Equity Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Quant ESG Equity Fund Direct Plan Growth?
How to invest in Quant ESG Equity Fund Direct Growth?
How can I redeem my investment in Quant ESG Equity Fund Direct Plan?