Quant ESG Equity Fund – Direct Growth

1,000
Min SIP
5,000
Min Lumpsum
0.77 %
Expense Ratio
Rating
214
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 55.4% 37.2% - 43.2%
Category Average 36.5% 16% 6.7% -

Scheme Allocation

By Holding
By Sector
By Asset
8.41%
8.13%
Others
55.3%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 10.37%
Jio Financial Finance Equity 9.56%
RBL Bank Banks Equity 8.41%
Britannia Inds. FMCG Equity 8.23%
Biocon Pharmaceuticals Equity 8.13%
Sun Pharma.Inds. Pharmaceuticals Equity 5.84%
Life Insurance Insurance Equity 5.75%
Natl. Aluminium Non Ferrous Metals Equity 5.55%
Jindal Steel Steel Equity 5.47%
Lupin Pharmaceuticals Equity 4.91%
Aurobindo Pharma Pharmaceuticals Equity 3.54%
Oracle Fin.Serv. IT - Software Equity 3.04%
Jubilant Pharmo Pharmaceuticals Equity 2.13%
Mphasis IT - Software Equity 0.18%
Pharmaceuticals & Biotech
24.55%
Others
12.17%
Petroleum Products
10.37%
Finance
9.56%
Banks
8.41%
Others
34.94%
View all Sectors
Sectors Asset
Pharmaceuticals & Biotech 24.55%
Others 12.17%
Petroleum Products 10.37%
Finance 9.56%
Banks 8.41%
Food Products 8.23%
Debt 8.14%
Insurance 5.75%
Non-Ferrous Metals 5.55%
Ferrous Metals 5.47%
IT-Software 3.22%
Cash & Others -1.42%
Equity
81.11%
Derivatives
12.17%
T-Bills
4.62%
Reverse Repos
3.52%
Net Curr Ass/Net Receivables
-1.42%

Advance Ratio

12.35
Alpha
4.57
SD
0.93
Beta
1.42
Sharpe

Exit Load

Exit Load For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrepective of the amount of investment: 1% Nil - For redemption / switch outs after 15 days from the date of allotment.

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 Managers

Sanjeev Sharma

One of the pioneering figures in the contemporary finance and money management industry, Mr. Sanjeev Sharma is credited with experience of over 17 years in the banking and finance industry and has a noted specialization in Financial Risk and Risk Management. He is the current Money Manager – Debt Analytics at Quant Mutual Fund, where he has been working since 2005 in various portfolios.

Mr. Sharma has an M.Com degree and a P.G. Diploma in Business Administration (Finance) from Pune’s Symbiosis Institute. He is also a certified treasury manager, having received credible degrees in Risk Mitigation and Forex Management from the London Academy of Professional Education.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Quant Mutual Fund
AUM:
40,675 Cr
Address:
6th Floor, Sea Breeze Building, A. M. Road, Prabhadevi Mumbai - 400025
Contact:
022-62955000
Email ID:
compliance.mf@quant.in

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Frequently Asked Questions

How to invest in Quant ESG Equity Fund – Direct Growth ?

You can invest in Quant ESG Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Quant ESG Equity Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Quant ESG Equity Fund – Direct Growth ?

The NAV of Quant ESG Equity Fund – Direct Growth is ₹33.3 as of 01 March 2024.

How to redeem Quant ESG Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Quant ESG Equity Fund – Direct Growth?

The minimum SIP amount of Quant ESG Equity Fund – Direct Growth is ₹1000

What are the top sectors Quant ESG Equity Fund – Direct Growth has invested in?

The top sectors Quant ESG Equity Fund – Direct Growth has invested in are
  1. Pharmaceuticals & Biotech - 24.55%
  2. Others - 12.17%
  3. Petroleum Products - 10.37%
  4. Finance - 9.56%
  5. Banks - 8.41%

Can I make investments in both the SIP and Lump Sum schemes of Quant ESG Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Quant ESG Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Quant ESG Equity Fund – Direct Growth generated ?

The Quant ESG Equity Fund – Direct Growth has delivered 43.2% since inception

What is the expense ratio of Quant ESG Equity Fund – Direct Growth ?

The expense ratio of Quant ESG Equity Fund – Direct Growth is 0.77 % as of 01 March 2024.

What is the AUM of Quant ESG Equity Fund – Direct Growth?

The AUM of Quant ESG Equity Fund – Direct Growth is ₹40,675 Cr as of 01 March 2024

What are the top stock holdings of Quant ESG Equity Fund – Direct Growth?

The top stock holdings of Quant ESG Equity Fund – Direct Growth are
  1. Reliance Industr - 10.37%
  2. Jio Financial - 9.56%
  3. RBL Bank - 8.41%
  4. Britannia Inds. - 8.23%
  5. Biocon - 8.13%

How can I redeem my investments in Quant ESG Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Quant ESG Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now