Nippon India Quant Fund vs Quant ESG Equity Fund Regular compare
Nippon India Quant Fund -Growth Plan - Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹109 Cr | ₹288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Apr 2008 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY 100 ESG TRI |
| Turn Over | 119% | % |
| Expense Ratio | 0.94 | 2.42 |
| Manager | Ashutosh Bhargava | Sanjeev Sharma |
| ISIN Code | INF204K01760 | INF966L01AB8 |
| Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.42% | 2.6% |
| 6 Month | 3.8% | 1.31% |
| 1 Year | 10.18% | 5.71% |
| 3 Year | 21.05% | 15.69% |
| 5 Year | 19.33% | 23.1% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.61% | 4.55% |
| 1 Year | 17.74% | 14.21% |
| 3 Year | 16.86% | 11.58% |
| 5 Year | 17.96% | 15.86% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.93% | 18.95% |
| 3 Year | 11.89% | 22.55% |
| 5 Year | 12% | 24.85% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.02% | 17.3% |
| Sharp | 0.99% | 0.55% |
| Beta | 0.99% | 1.12% |
| Alpha | 3.57% | -0.9% |
Fund Managers
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Sanjeev Sharma |
| Total AUM | ₹121448 Cr | ₹39731 Cr |
| Funds Managed | 12 | 22 |
| Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 0.91 | 30.16 |
| Large Cap | 81.71 | 44.71 |
| Mid Cap | 17.38 | 5.6 |
| Small Cap | - | 19.54 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 0.91 | 30.16 |
| Petroleum Products | 8.29 | 4.93 |
| IT - Software | 8.17 | - |
| Construction | 5.04 | - |
| Diversified FMCG | 2.26 | - |
| Banks | 20.81 | 5.99 |
| Pharmaceuticals & Biotechnology | 3.13 | 5.01 |
| Automobiles | 10.76 | 6.55 |
| Cement & Cement Products | 1.31 | - |
| Ferrous Metals | 1.85 | 0.84 |
| Insurance | 1.8 | - |
| Capital Markets | 1.96 | - |
| Finance | 7.79 | 9.25 |
| Diversified Metals | 1.69 | - |
| Food Products | 1.82 | 6.72 |
| Aerospace & Defense | 3.59 | - |
| Industrial Products | 2.06 | - |
| Retailing | 1.72 | - |
| Telecom - Services | 4.24 | - |
| Healthcare Services | 2.02 | - |
| Transport Services | 2.44 | - |
| Chemicals & Petrochemicals | 2.01 | - |
| Power | 2.4 | 10.1 |
| Textiles & Apparels | 1.93 | - |
| Consumer Services | - | 3.57 |
| Agricultural Food & other Products | - | 2.12 |
| Realty | - | 7.85 |
| Metals & Minerals Trading | - | 4.25 |
| Auto Components | - | 2.67 |
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