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) | ₹107 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 | 0.72% | 1.39% |
| 6 Month | 6.16% | 2.21% |
| 1 Year | 6.27% | -1.75% |
| 3 Year | 19.69% | 14.5% |
| 5 Year | 21.15% | 26.08% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.76% | 2.11% |
| 1 Year | 13.74% | 10.25% |
| 3 Year | 17.35% | 12.22% |
| 5 Year | 18.41% | 16.93% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.13% | 19.34% |
| 3 Year | 11.81% | 23.12% |
| 5 Year | 11.97% | 26.98% |
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 | 1.01% | 0.643% |
| Beta | 0.99% | 1.112% |
| Alpha | 3.41% | 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 | 6.7 | 45.25 |
| Large Cap | 74.98 | 46.52 |
| Mid Cap | 18.32 | 5.28 |
| Small Cap | - | 2.95 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 2.09 | 28.37 |
| Energy | 7.68 | 4.5 |
| Technology | 9.15 | 3.96 |
| Industrials | 13.01 | - |
| Consumer Defensive | 4.16 | 7.53 |
| Basic Materials | 6.57 | 4.51 |
| Financial Services | 32.12 | 2.95 |
| Healthcare | 5.49 | 4.64 |
| Consumer Cyclical | 13 | 12.71 |
| Real Estate | 0 | 10.19 |
| Communication Services | 4.22 | - |
| Utilities | 2.52 | 20.62 |
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