Quant ESG Equity Fund Regular vs Nippon India Quant Fund 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) | ₹110 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 | -1.61% | -4.73% |
| 6 Month | 1.63% | -4.4% |
| 1 Year | 9.05% | -1.29% |
| 3 Year | 19.26% | 13.34% |
| 5 Year | 17.98% | 20.69% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.28% | -0.74% |
| 1 Year | 11.3% | 4.01% |
| 3 Year | 14.93% | 8.4% |
| 5 Year | 16.92% | 13.89% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.93% | 18.87% |
| 3 Year | 11.91% | 22.37% |
| 5 Year | 12.02% | 24.38% |
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 | 1.07% | 0.56% |
| Beta | 0.99% | 1.16% |
| Alpha | 3.56% | -2.47% |
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 | 5.39 | 47.05 |
| Large Cap | 74.94 | 44.6 |
| Mid Cap | 19.67 | 5.6 |
| Small Cap | - | 2.74 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 1.16 | 30.25 |
| Energy | 8.89 | 9.08 |
| Technology | 7.8 | 0 |
| Industrials | 16.15 | - |
| Consumer Defensive | 3.97 | 8.84 |
| Financial Services | 31.64 | 15.24 |
| Healthcare | 3.93 | 5.01 |
| Consumer Cyclical | 14.45 | 12.79 |
| Basic Materials | 5.41 | 0.84 |
| Communication Services | 4.21 | - |
| Utilities | 2.4 | 10.1 |
| Real Estate | - | 7.85 |
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