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Compare Quantum ESG Best In Class Strategy Fund vs Kotak ESG Exclusionary 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 | ₹500 | ₹100 |
Expense Ratio | 2.18 | 2.28 |
NAV | ₹23.84 | ₹17.00 |
Fund Started | 21 Jun 2019 | 20 Nov 2020 |
Fund Size | ₹106.22 Cr | ₹863.50 Cr |
Exit Load | For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days. | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.18
2.28
NAV
₹23.84
₹17.00
Fund Started
21 Jun 2019
20 Nov 2020
Fund Size
₹106.22 Cr
₹863.50 Cr
Exit Load
For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
0.5% for redemption within 90 Days
Returns
1 Year | -3.18% | -1.92% |
3 Year | 12.91% | 13.73% |
5 Year | 16.99% | - |
1 Year
-3.18%
-1.92%
3 Year
12.91%
13.73%
5 Year
16.99%
-
Holding Analysis
Equity | 96.78% | 97.88% |
Cash | 3.22% | 2.12% |
Equity
96.78%
97.88%
Cash
3.22%
2.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
TVS Motor Company Ltd. | 4.83% |
The Indian Hotels Company Ltd. | 4.06% |
HDFC Bank Ltd. | 3.62% |
Marico Ltd. | 2.95% |
ICICI Lombard General Insurance Company Ltd. | 2.92% |
Persistent Systems Ltd. | 2.75% |
Kotak Mahindra Bank Ltd. | 2.74% |
Bajaj Finance Ltd. | 2.52% |
ICICI Prudential Life Insurance Company Ltd. | 2.18% |
Bajaj Finserv Ltd. | 2.17% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.41% |
Bharti Airtel Ltd. | 5.99% |
Eternal Ltd. | 5.35% |
Tech Mahindra Ltd. | 4.07% |
Ultratech Cement Ltd. | 3.83% |
Larsen & Toubro Ltd. | 3.79% |
Axis Bank Ltd. | 3.71% |
Hero Motocorp Ltd. | 3.55% |
Linde India Ltd. | 3.43% |
ICICI Bank Ltd. | 3.43% |
Fund Manager
Name | Sneha Joshi | Arjun Khanna |
Start Date | 21 Jun 2019 | 25 Oct 2023 |
Name
Sneha Joshi
Arjun Khanna
Start Date
21 Jun 2019
25 Oct 2023
About Fund
Description | 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. | The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters. |
Launch Date | 21 Jun 2019 | 20 Nov 2020 |
Description
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.
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Launch Date
21 Jun 2019
20 Nov 2020
