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- Quant Mutual Fund
- Quant ESG Equity Fund (G)
Quant ESG Equity Fund (G)
₹ 36.1558
NAV (Oct 04)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 36.1558
NAV (Oct 4)
Fund Returns
Last 1Y | 46.6% |
Last 3Y | 25% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 38.9% |
6 Month CAGR | 15.9% |
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 | 2.39 |
Launched (0y ago) | 2.39 |
AUM in Crores | 333.9 |
ISIN | INF966L01AB8 |
Lock-in | - |
Benchmark | NIFTY 100 ESG Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 17.6 |
Beta | 1 |
Sharpe Ratio | 1.3 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant ESG Equity Fund (G) | 13,96,253 | 6,63,641 | 25% | |
| 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
9.3%Aurobindo Pharma Ltd.
8.5%Dr. Reddy's Laboratories Ltd.
8.2%Pfizer Ltd.
8%Aditya Birla Fashion and Retail Ltd.
7.5%Allocation by Sector
Consumer Staples
31.086609%Healthcare
30.250057%Insurance
16.390723%Consumer Discretionary
9.502413%Services
7.470119%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Quant Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.007% | 11.789% | ||
22.482% | 15.998% | ||
28.283% | 8.708% | ||
27.806% | 13.565% | ||
19.959% | 14.813% |
Quant ESG Equity Fund (G) Review
Quant ESG Equity Fund (G) is a Equity Equity fund and has delivered an annualised return of 38.89% over a period of 3 years. The fund is managed by Quant Mutual Fund. The fund managers are Ankit A Pande, Sanjeev Sharma, Vasav Sahgal.
Nav of Quant ESG Equity Fund (G) as of 10/4/2024 is ₹36.16 with the total AUM as of 10/7/2024 is ₹333.9235. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant ESG Equity Fund (G) was launched on 2020-11-06. The category risk of the fund is null.
The minimum SIP amount for Quant ESG Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Quant ESG Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 100 ESG Total Return Index.
Quant ESG Equity Fund (G) is rated as a null fund in Equity and delivered 46.646% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant ESG Equity Fund (G).
Frequently Asked Questions
What is Quant ESG Equity Fund (G)?
How to invest in Quant ESG Equity Fund (G)?
You can invest in Quant ESG Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quant ESG Equity Fund (G)?
The minimum sip amount for Quant ESG Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Quant ESG Equity Fund (G) good to invest in?
As per Scripbox experts, Quant ESG Equity Fund (G) is a fund. You can investQuant ESG Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quant ESG Equity Fund (G)?
The expense ratio of the Quant ESG Equity Fund (G) is 2.39% for regular plan.