Nippon India Quant Fund vs Quant ESG Equity Fund Regular compare
Nippon India Quant Fund -Growth Plan - Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹89 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 | 0.97 | 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 Equity Fund Regular - Growth |
---|---|---|
1 Month | 6.17% | 5.25% |
6 Month | -10.96% | -19.75% |
1 Year | 4.84% | -3.89% |
3 Year | 16.95% | 12.66% |
5 Year | 26.86% | - |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | -3.03% | -9.38% |
1 Year | -5.57% | -21.73% |
3 Year | 19.08% | 11.48% |
5 Year | 20.19% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 12.69% | 24.8% |
3 Year | 11.28% | 29.82% |
5 Year | 11.71% | - |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.02% | 18.756% |
Sharp | 0.71% | 0.643% |
Beta | 1% | 1.112% |
Alpha | 4.03% | 6.426% |
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Fund Managers
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Quant ESG Equity 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 Equity Fund Regular - Growth |
Market Cap
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 4.03 | 13.27 |
Large Cap | 80.09 | 45.01 |
Mid Cap | 15.88 | 21.29 |
Small Cap | 0 | 20.43 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 1.59 | 13.27 |
Energy | 4.39 | 9.56 |
Technology | 14.22 | 3.22 |
Industrials | 9.09 | - |
Financial Services | 34.44 | 32.57 |
Basic Materials | 4.46 | - |
Healthcare | 6.8 | 19.88 |
Real Estate | 1.62 | - |
Consumer Cyclical | 12.52 | 6.97 |
Consumer Defensive | 4.4 | 8.79 |
Communication Services | 4 | - |
Utilities | 2.45 | 5.74 |
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