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  • Quant ESG Equity Fund (G)
Quant Mutual Fund

Quant ESG Equity Fund (G)

EquitySectoral / Thematic - Esg

36.1558

NAV (Oct 04)

38.89%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

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.

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
-
Fund Managers

Ankit A Pande

Fund Manager

Sanjeev Sharma

Fund Manager

Vasav Sahgal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quant ESG Equity Fund (G)70%13,96,253 6,63,64125%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-03-18

Top Stock Holdings

Life Insurance Corporation of India

9.3%
9.343%

Aurobindo Pharma Ltd.

8.5%
8.476%

Dr. Reddy's Laboratories Ltd.

8.2%
8.151%

Pfizer Ltd.

8%
7.991%

Aditya Birla Fashion and Retail Ltd.

7.5%
7.47%
See all holdings

Allocation by Sector

Consumer Staples

31.086609%
31.086609%

Healthcare

30.250057%
30.250057%

Insurance

16.390723%
16.390723%

Consumer Discretionary

9.502413%
9.502413%

Services

7.470119%
7.470119%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Quant Mutual Fund

Quant Mutual Fund is one of the oldest and pioneering fund houses in India. It was originally incorporated in 1996. It has about 22 years of legacy in the asset management industry in the global markets.amc-img
phone-img022-62955000
email-img
Fund NameScripbox 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)?

Quant ESG Equity Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.