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- Quant Mutual Fund
- Quant ESG Equity Fund (RIDCW-A)
Quant ESG Equity Fund (RIDCW-A)
₹ 30.7424
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 30.7424
NAV (Apr 18)
Fund Returns
Last 1Y | 48.5% |
Last 3Y | 30.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 38.5% |
6 Month CAGR | 23.1% |
Scheme Information
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.
Expense Ratio | 2.39 |
Launched (4y ago) | Nov 05, 2020 |
AUM in Crores | 237.602 |
ISIN | INF966L01AF9 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 ESG TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.8 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.376 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant ESG Equity Fund (RIDCW-A) | 16,48,340 | 9,15,728 | 30.8% | |
| 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
nca-net current assets
17.6%treps 02-apr-2024 depo 10
17.3%reliance industries ltd
10.1%jio financial services ltd
9.3%britannia industries ltd
8.4%Allocation by Sector
financial services
15.9%energy
12.6%consumer defensive
12.1%basic materials
10.8%healthcare
7.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,475 cr | ||
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Quant Money Managers Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22.9% | 17.4% | ||
28.9% | 11.7% | ||
39.5% | 12.6% | ||
5.4% | 7.5% | ||
32% | 15.7% |
Quant ESG Equity Fund (RIDCW-A) Review
Quant ESG Equity Fund (RIDCW-A) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 38.5% over a period of 3 years. The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sanjeev Sharma, Vasav Sahgal.
Nav of Quant ESG Equity Fund (RIDCW-A) as of 4/18/2024 is ₹30.74 with the total AUM as of 4/19/2024 is ₹237.602. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant ESG Equity Fund (RIDCW-A) was launched on Nov 05, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for Quant ESG Equity Fund (RIDCW-A) 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 (RIDCW-A) 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 TR INR.
Quant ESG Equity Fund (RIDCW-A) is rated as a 0 fund in Equity and delivered 48.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant ESG Equity Fund (RIDCW-A).
Frequently Asked Questions
What is Quant ESG Equity Fund (RIDCW-A)?
How to invest in Quant ESG Equity Fund (RIDCW-A)?
You can invest in Quant ESG Equity Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for Quant ESG Equity Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Quant ESG Equity Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Quant ESG Equity Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investQuant ESG Equity Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the Quant ESG Equity Fund (RIDCW-A) is 2.39% for regular plan.