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 | 0.96% | -0.45% |
6 Month | 8.82% | 6.04% |
1 Year | 3.03% | -8.43% |
3 Year | 21.84% | 15.44% |
5 Year | 22.78% | - |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 2.08% | 0.39% |
1 Year | 11.98% | 5.31% |
3 Year | 17.26% | 11.04% |
5 Year | 18.24% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 11.49% | 20.52% |
3 Year | 11.69% | 24.56% |
5 Year | 11.91% | - |
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 | 1.05% | 0.643% |
Beta | 1% | 1.112% |
Alpha | 4.08% | 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 | 5.42 | 34.03 |
Large Cap | 76.36 | 58.94 |
Mid Cap | 18.22 | 4.36 |
Small Cap | - | 2.66 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 0.92 | 16.19 |
Energy | 7.14 | 3.48 |
Technology | 9.26 | 9.78 |
Industrials | 12.75 | - |
Consumer Defensive | 4.42 | 9.09 |
Financial Services | 32.23 | 20.83 |
Healthcare | 5.11 | 4.36 |
Consumer Cyclical | 15.29 | 12.76 |
Basic Materials | 4.63 | - |
Real Estate | 1.59 | 8.9 |
Communication Services | 4.01 | - |
Utilities | 2.64 | 14.59 |
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