loader2
NRI

Nov 19, 2024

Category

Equity

AUM (Cr.)

309.31

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.39

Sharpe Ratio

19.55

Beta Ratio

0.00

Fund Manager

Sanjeev Sharma

Inception Date

Nov 04, 2020

Risk Level

Very High

Investment Objective

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.

Invest Now
Nifty 100 ESG TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Quant ESG Equity Fund (G) -7.08 5.05 30.37 20.55 0 34.66
Benchmark - Nifty 100 ESG TRI -6.27 5.77 24.31 9.95 17.36 0
Category Average - BEST EQUITY PERFORMERS -5.9 6.66 30.15 16.56 21.21 16.27
Category Rank 7/7 7/7 6/7 7/7 7/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
Nippon India Taiwan Equity Fund (G) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
SBI Automotive Opportunities Fund - Regular (G) 9.6655 1.62 0.00 0.00 0.00 6,003.23 1.79 5,000.00 invest
SBI Automotive Opportunities Fund - Regular (IDCW) 9.6656 1.62 0.00 0.00 0.00 6,003.23 1.79 5,000.00 invest
SBI Energy Opportunities Fund - Regular (IDCW) 10.1078 -0.49 0.00 0.00 0.00 10,889.77 1.72 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-HDFC Life Insur. Oct 31, 2024 29.43 9.51 -5.79
Equity-Reliance Industr Oct 31, 2024 29.15 9.42 -6.36
Equity-Jio Financial Oct 31, 2024 26.53 8.58 -8.07
Equity-Britannia Inds. Oct 31, 2024 23.19 7.50 -9.64
Equity-Life Insurance Oct 31, 2024 23.08 7.46 -8.33
Equity-Aditya Bir. Fas. Oct 31, 2024 23.08 7.46 -11.76
Equity-Pfizer Oct 31, 2024 22.69 7.34 -10.91
Equity-Zydus Wellness Oct 31, 2024 22.60 7.31 -3.12
Equity-Nestle India Oct 31, 2024 17.88 5.78 -15.87
Equity-Marico Oct 31, 2024 15.36 4.97 -7.97

latest news

Quant MF announces change in benchmark index under its schemes

Quant Mutual Fund has announced change in the benchmark of Quant Teck Fund ...

Oct 31, 2024 12:06

Quant MF announces change in benchmark index under its scheme

Quant Mutual Fund has announced change in the benchmark of Quant Liquid Fun...

Oct 25, 2024 12:44

Sebi probes Quant Mutual Fund over alleged front-running activities

Securities and Exchange Board of India (Sebi) is investigating Quant Mutual...

Jun 24, 2024 14:36

Quant MF Announces change in scheme name

Quant Mutual Fund has announced change in scheme name under the following s...

Dec 07, 2023 14:46

Quant Mutual Fund Announces change in benchmark under its scheme

Quant Mutual Fund has announced change in the benchmark of Quant Quantament...

Oct 13, 2023 10:48

Quant Teck Fund Announces change in Exit Load Structure

Quant Mutual Fund has announced change in exit load structure under Quant T...

Sep 12, 2023 11:42

SCHEME DETAILS

AMC Name : Quant Mutual Fund
Fund Name : Quant ESG Equity Fund (G)
Contact Persone : Sanjeev Sharma
Registered Address : 6th Floor, Sea Breeze Building,Appasaheb Marathe Marg,Prabhadevi Mumbai - 400025
Telephone No : 022-62955000
Fax No. :
Email : help.investor:quant.in
Website : www.quantmutual.com