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) | ₹100 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 | 3.08% | 3.87% |
6 Month | 14.11% | 13.68% |
1 Year | -0.2% | -13.5% |
3 Year | 19.61% | 13.2% |
5 Year | 22.98% | - |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 3.7% | 1.98% |
1 Year | 11.31% | 3.4% |
3 Year | 18.17% | 11.87% |
5 Year | 18.76% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 11.68% | 21.51% |
3 Year | 11.62% | 27.16% |
5 Year | 11.87% | - |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.02% | 18.756% |
Sharp | 0.93% | 0.643% |
Beta | 1% | 1.112% |
Alpha | 4.09% | 6.426% |
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 | 6.99 | 17.05 |
Large Cap | 76.26 | 56.62 |
Mid Cap | 16.75 | 6.37 |
Small Cap | - | 19.96 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 1.04 | 13.28 |
Energy | 7.61 | 0.44 |
Technology | 8.41 | 6.68 |
Basic Materials | 5.99 | - |
Industrials | 13 | - |
Financial Services | 35.14 | 30.3 |
Healthcare | 5.31 | 6.37 |
Consumer Cyclical | 9.85 | 12.42 |
Consumer Defensive | 2.83 | 8.25 |
Utilities | 4.65 | 12.75 |
Real Estate | 2.01 | 9.51 |
Communication Services | 4.15 | - |
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