FundLens
72
ESGBuy

Quant ESG InteGration Strategy

Quant · Direct–Growth · rank #2 / 10 Smart Score ke hisaab se

Data updated

Quant ESG InteGration Strategy ka score 72/100 hai — 10 mein #2 ESG fund (Buy). Mazbooti: 3 saal ka return (category mein 94th percentile) aur 5 saal ka return (category mein 94th percentile). Kamzori: utaar-chadhaav (category mein 6th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
16.5%
+17.6% index ke muqable
3 saal
18.6%
+7.0% index ke muqable
5 saal
20.0%
+8.3% index ke muqable
Launch se
28.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
66.4%
2022
17.9%
2023
27.5%
2024
19.2%
2025
3.8%
2026
14.6%

Risk metrics

Sharpe ratio
0.79
↑ jitna zyada, utna accha
Sortino ratio
1.02
↑ jitna zyada, utna accha
Std deviation
20.98
↓ jitna kam, utna accha
Alpha
6.97
↑ jitna zyada, utna accha
Beta
1.21
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.