Sandbox
quant ESG Integration Strategy Fund - Growth Option - Regular Plan
Category: Equity: Thematic-ESG
Launch Date: 05-11-2020
AUM:
₹ 273.84 Cr
Expense Ratio
2.43%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF966L01AB8
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Mr. Sandeep Tandon
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| quant ESG Integration Strategy Fund - Growth Option - Regular Plan | -1.27 | 13.92 | 24.41 |
| NIFTY 100 ESG TRI | 6.55 | 14.89 | 15.62 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
33.5337
Last change
0.21 (0.6241%)
Fund Size (AUM)
₹ 273.84 Cr
Performance
26.68% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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 Manager
Mr. Sandeep Tandon
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS 01-Dec-2025 DEPO 10 | 22.02 |
| DLF LIMITED EQ NEW FV RS.2/- | 7.26 |
| Zydus Wellness Ltd | 6.72 |
| BAJAJ AUTO LIMITED EQ | 6.55 |
| Piramal Finance Ltd | 6.51 |
| THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/- | 6.02 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 5.01 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.93 |
| ICICI Bank Limited 30/12/2025 | 4.19 |
| ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/- | 4.15 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 15.24 |
| Power | 10.1 |
| Automobile and Auto Components | 9.22 |
| Fast Moving Consumer Goods | 8.84 |
| Realty | 7.85 |
| Metals & Mining | 5.09 |
| Healthcare | 5.01 |
| Oil, Gas & Consumable Fuels | 4.93 |
| Consumer Services | 3.57 |