Quant ESG Equity IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Quant ESG Equity IDCW Reinvest Direct Plan

NAV
₹39.9460
-0.04%
(13 Sep)
AUM
334 Cr
TER
0.79%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+50.6%
+50.6%
+47.5%
+47.5%
+47.5%
+35.2%
3Y
+30.0%
+30.0%
+19.4%
+19.4%
+19.4%
+15.3%
5Y
NA
NA
NA
NA
NA
+21.2%
ALL
+43.2%
+43.2%
+25.2%
+25.2%
+25.2%
+21.2%
VOL
17.6%
17.6%
13.7%
13.7%
13.7%
-
TER
0.8%
0.8%
0.9%
0.9%
0.9%
-
AUM
₹334 Cr
₹334 Cr
₹1,608 Cr
₹1,608 Cr
₹1,608 Cr
-
INFO
2.45
2.45
1.84
1.84
1.84
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Quant ESG Equity IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Life Insurance Corporation of India
9.3%
Aurobindo Pharma Ltd
8.5%
Dr Reddy's Laboratories Ltd
8.2%
Pfizer Ltd
8.0%
Aditya Birla Fashion and Retail Ltd
7.5%
Britannia Industries Ltd
7.4%
Zydus Wellness Ltd
7.3%
HDFC Life Insurance Company Limited
7.0%
Bata India Ltd
6.3%
Divi's Laboratories Ltd
5.6%
Top industry exposure
Healthcare
30.3%
Consumer Defensive
27.2%
Financial Services
18.5%
Consumer Cyclical
17.0%
Technology
0.6%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund 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.
Fund manager(s)
Sanjeev Sharma
Vasav Sahgal
Ankit A. Pande

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