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quant ESG Integration Strategy Fund - Growth Option - Regular Plan
Invest Now
Fund Manager: Mr. Sandeep Tandon |
Equity: Thematic-ESG |
NIFTY 100 ESG TRI
NAV as on 28-01-2026
AUM as on 31-12-2025
Rtn ( Since Inception )
24.41%
Inception Date
Nov 05, 2020
Expense Ratio
2.44%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
1,000
Min. SIP Amount
1000
Risk Status
very high
Investment Objective : To generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | -5.38 | -2.56 | 2.83 | 14.16 | 21.27 | 0.0 |
| NIFTY 100 ESG TRI | -0.05 | 4.78 | 14.6 | 16.26 | 14.15 | 15.54 |
| Equity: Thematic-ESG | -3.84 | -0.28 | 6.41 | 14.56 | 13.53 | 13.15 |
| Rank within Category | 7 | 7 | 8 | 5 | 1 | |
| Number of Funds within Category | 9 | 9 | 9 | 8 | 7 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| quant ESG Integration Strategy Fund - Growth Option - Regular Plan | 266.57 | 2.44 | 2.83 | 14.16 | 21.27 | 0.0 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 851.24 | 2.29 | 12.16 | 14.3 | 11.67 | 0.0 |
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 616.29 | 2.46 | 9.73 | 16.52 | 12.87 | 0.0 |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth | 68.02 | 2.34 | 8.61 | 0.0 | 0.0 | 0.0 |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 5,706.67 | 1.93 | 7.94 | 14.28 | 13.09 | 13.15 |
| ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 1,491.3 | 2.15 | 7.42 | 18.1 | 14.28 | 0.0 |
| Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 1,195.56 | 2.25 | 5.82 | 14.01 | 10.15 | 0.0 |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 102.57 | 2.18 | 2.85 | 12.22 | 11.41 | 0.0 |
| Invesco India ESG Integration Strategy Fund - Growth | 433.86 | 2.45 | 0.3 | 12.93 | 0.0 | 0.0 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 64.28 | 15.93 | 25.36 | 17.26 | -6.08 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Thematic-ESG | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.