Compare Quantum ESG Best In Class Strategy Fund vs SBI ESG Exclusionary Strategy Fund
Quantum ESG Best In Class Strategy Fund
EquityThematic-ESG
SBI ESG Exclusionary Strategy Fund
EquityThematic-ESG
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.25
2.01
NAV
₹24.22
₹260.64
Fund Started
21 Jun 2019
27 Nov 2006
Fund Size
₹88.15 Cr
₹4983.74 Cr
Exit Load
For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year
1 Year
-6.47%
-2.89%
3 Year
6.89%
9.29%
5 Year
5.57%
6.64%
Equity
98.46%
98.77%
Cash
1.54%
1.13%
Top 10 Holdings
Name | Assets |
|---|---|
TVS Motor Company Ltd. | 6.32% |
HDFC Bank Ltd. | 4.05% |
Marico Ltd. | 3.76% |
The Federal Bank Ltd. | 3.58% |
Persistent Systems Ltd. | 3.39% |
VA Tech Wabag Ltd. | 3.24% |
Bosch Ltd. | 3.02% |
Bajaj Finance Ltd. | 2.91% |
HDFC Life Insurance Co Ltd. | 2.76% |
Ion Exchange (India) Ltd. | 2.32% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.50% |
HDFC Bank Ltd. | 7.66% |
Kotak Mahindra Bank Ltd. | 4.32% |
Larsen & Toubro Ltd. | 4.19% |
Bajaj Finance Ltd. | 4.04% |
State Bank of India | 3.85% |
Maruti Suzuki India Ltd. | 3.70% |
Tech Mahindra Ltd. | 3.23% |
TVS Motor Company Ltd. | 3.20% |
JSW Steel Ltd. | 3.09% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a divemified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy.
Launch Date
21 Jun 2019
27 Nov 2006
