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Compare Quant ESG Equity Fund vs Quantum ESG Best In Class Strategy Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 2.41 | 2.1 |
NAV | ₹33.05 | ₹23.93 |
Fund Started | 15 Oct 2020 | 21 Jun 2019 |
Fund Size | ₹298.68 Cr | ₹104.28 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹500
Expense Ratio
2.41
2.1
NAV
₹33.05
₹23.93
Fund Started
15 Oct 2020
21 Jun 2019
Fund Size
₹298.68 Cr
₹104.28 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1 Year | -2.42% | 4.82% |
3 Year | 23.61% | 18.40% |
5 Year | - | 20.24% |
1 Year
-2.42%
4.82%
3 Year
23.61%
18.40%
5 Year
-
20.24%
Holding Analysis
Equity | 99.19% | 93.96% |
Cash | -2.85% | 6.04% |
Equity
99.19%
93.96%
Cash
-2.85%
6.04%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
DLF Ltd. | 9.25% |
Bajaj Auto Ltd. | 8.88% |
Pfizer Ltd. | 8.36% |
Life Insurance Corporation of India | 7.99% |
Zydus Wellness Ltd. | 7.57% |
JIO Financial Services Ltd. | 7.47% |
HDFC Life Insurance Co Ltd. | 6.69% |
Divi's Laboratories Ltd. | 6.24% |
Tata Power Company Ltd. | 5.54% |
Colgate-Palmolive (India) Ltd. | 5.18% |
Name | Assets |
|---|---|
TVS Motor Company Ltd. | 4.88% |
The Indian Hotels Company Ltd. | 4.29% |
HDFC Bank Ltd. | 3.55% |
Kotak Mahindra Bank Ltd. | 2.85% |
Marico Ltd. | 2.79% |
Persistent Systems Ltd. | 2.69% |
ICICI Lombard General Insurance Company Ltd. | 2.69% |
Bajaj Finance Ltd. | 2.47% |
ICICI Prudential Life Insurance Company Ltd. | 2.18% |
HDFC Life Insurance Co Ltd. | 2.12% |
Fund Manager
Name | Ankit A Pande | Sneha Joshi |
Start Date | 22 Aug 2023 | 21 Jun 2019 |
Name
Ankit A Pande
Sneha Joshi
Start Date
22 Aug 2023
21 Jun 2019
About Fund
Description | 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. | The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy. |
Launch Date | 15 Oct 2020 | 21 Jun 2019 |
Description
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.
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
Launch Date
15 Oct 2020
21 Jun 2019