Quant Esg Equity Fund Regular Plan Growth

Risk: Very High
₹ 37.13
NAV (Jul 26,2024)

The Quant ESG Equity Fund - Regular Plan - Growth offers investors the opportunity to invest in a portfolio of stocks that prioritize environmental, social, and corporate governance (ESG) factors. With an expense ratio of 2.39%, this fund aims to provide long-term capital appreciation. The fund has a minimum investment requirement of ₹5000 and has been established since November 5, 2020. With a PE ratio of 33.65 and a PB ratio of 7.73, this fund aims to deliver returns based on sustainable and responsible investment principles.

Quant Esg Equity Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Quant Esg Equity Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    34.11
  • P/B Ratio
    UM_URBAN_MONEY

    10.24
  • Alpha
    UM_URBAN_MONEY

    0.05
  • Beta
    UM_URBAN_MONEY

    1.02
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.24

Fund Overview

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 278.56 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,609.73 (16.10%)₹ 12,825.99 (28.26%)₹ 15,252.73 (52.53%)₹ 22,240.91 (122.41%)₹ -- (--)
₹ 30,000₹ 34,829.19 (16.10%)₹ 38,477.97 (28.26%)₹ 45,758.19 (52.53%)₹ 66,722.73 (122.41%)₹ -- (--)
₹ 50,000₹ 58,048.65 (16.10%)₹ 64,129.95 (28.26%)₹ 76,263.65 (52.53%)₹ 1,11,204.55 (122.41%)₹ -- (--)
₹ 80,000₹ 92,877.84 (16.10%)₹ 1,02,607.92 (28.26%)₹ 1,22,021.84 (52.53%)₹ 1,77,927.28 (122.41%)₹ -- (--)
₹ 1,00,000₹ 1,16,097.3 (16.10%)₹ 1,28,259.9 (28.26%)₹ 1,52,527.3 (52.53%)₹ 2,22,409.1 (122.41%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TREPS Jul DEPO10.49%
  • HDFC Bank Limited10.22%
  • Reliance Industries Limited9.66%
  • Aegis Logistics Limited9.02%
  • Britannia Industries Limited7.96%
  • Aditya Birla Fashion And Retail Ltd7.66%
  • Pfizer Ltd7.07%
  • Kotak Mahindra Bank Limited5.99%
  • Dr Reddy s Laboratories Limited5.75%
  • Gillette India Ltd5.46%
  • Marico Limited5.28%
  • Life Insurance Corporation Of India4.61%
  • Days Treasury Bill Jul3.58%
  • Aurobindo Pharma Limited3.29%
  • Asian Paints Limited3.15%
  • SBI Life Insurance Company Limited2.82%
  • Tata Consultancy Services Limited2.80%
  • Tata Power Company Limited2.70%
  • Bajaj Finance Limited1.61%
  • SANOFI INDIA LIMITED1.23%
  • Aadhar Housing Finance Limited0.95%
  • OM INFRA LIMITED0.03%
  • NCA NET CURRENT ASSETS-11.35%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

39.97%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

31.83%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

EQUITY

Very High

23.38%

Union Innovation & Opportunities Fund - Regular Plan - GrowthUnion Innovation & Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

23.16%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.19%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

19.16%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

16.55%

Samco Active Momentum Fund - Regular Plan - GrowthSamco Active Momentum Fund - Regular Plan - Growth

EQUITY

Very High

15.69%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

14.11%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

12.59%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

52.96%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

51.38%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

46.54%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

43.81%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

41.29%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

37.11%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

36.78%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

35.30%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

31.87%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

12.70%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

39.04%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

24.57%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

23.06%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.24%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

EQUITY

Very High

13.94%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

12.38%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

12.33%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.53%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

8.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

31.19%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

26.32%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

24.38%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

20.32%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

16.44%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

14.64%

Show all Funds

Fund Managers

AP

Mr. Ankit PandeFund Manager

Experience of 8 years in Indian equities and of 3 years in software products. Began his career in core banking software with Infosys Finacle. Began his career in equity research in 2011, picking up the (U.S. based) CFA charter in 2015 and MBA from The Chinese University of Hong Kong in 2017. He won the Thomson Reuters StarMine Award for best stock picker in the IT sector in 2014 and is a lifetime member of the Beta Gamma Sigma honour society.

SS

Mr. Sanjeev SharmaFund Manager - Debt

Mr. Sanjeev Sharma has total 6 years of experience in Debt Research.

VS

Mr. Vasav SahgalFund Manager

He has performed various operational and research oriented roles at quant Money Managers Limited. He is a commerce graduate from Jai Hind College, Mumbai and has cleared all three levels of the CFA Program.

Get your latest Credit Score, FREE

Compare with similar Funds

Quant ESG Equity Fund - Regular Plan - Growth

vs

HSBC Business Cycles Fund - Regular Plan - Growth

Quant ESG Equity Fund - Regular Plan - Growth

vs

Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

Quant ESG Equity Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

Quant ESG Equity Fund - Regular Plan - Growth

vs

Invesco India PSU Equity Fund - Growth

Quant ESG Equity Fund - Regular Plan - Growth

vs

WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

Quant ESG Equity Fund - Regular Plan - Growth

vs

Edelweiss Recently Listed IPO Fund - Regular Plan - Growth

Quant ESG Equity Fund - Regular Plan - Growth

vs

DSP Quant Fund - Regular Plan - Growth

Quant ESG Equity Fund - Regular Plan - Growth

vs

Canara Robeco Manufacturing Fund - Regular Plan - Growth

Quant ESG Equity Fund - Regular Plan - Growth

vs

Tata Ethical Fund - Regular Plan - Growth

Quant ESG Equity Fund - Regular Plan - Growth

vs

Sundaram Business Cycle Fund - Growth - Direct Plan

FAQ's

What is the risk level associated with the Quant ESG Equity Fund - Regular Plan - Growth?

The Quant ESG Equity Fund - Regular Plan - Growth is classified as a Very High risk mutual fund, indicating that it carries a high level of potential volatility and uncertainty for investors.

What is the current NAV (Net Asset Value) of the Quant ESG Equity Fund - Regular Plan - Growth as of Jul 26,2024?

The current NAV of the Quant ESG Equity Fund - Regular Plan - Growth as of Jul 26,2024 is INR 37.13.

What are the returns generated by the Quant ESG Equity Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Quant ESG Equity Fund - Regular Plan - Growth has provided investors with returns of 53.15% in the past year, 30.51% over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Quant ESG Equity Fund - Regular Plan - Growth?

The Quant ESG Equity Fund - Regular Plan - Growth has a 2.39% expense ratio, meaning that 2.39% of an investor's assets are deducted to cover the fund's operating expenses.

What is the minimum investment amount required for the Quant ESG Equity Fund - Regular Plan - Growth?

The Quant ESG Equity Fund - Regular Plan - Growth requires a minimum investment amount of INR 5000.

Is there a systematic investment plan (SIP) available for the Quant ESG Equity Fund - Regular Plan - Growth?

Yes, SIP is offered for the Quant ESG Equity Fund - Regular Plan - Growth with a minimum monthly investment of INR 5000.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Equity Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your