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Quantum India Esg Equity Fund

Quantum India Esg Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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NAV Performance

Quantum India Esg Equity Fund performance graph for last 3 years
Performance of Quantum India Esg Equity Fund for last 3 Years

Fund Information

  • ₹ 17.420

    as on 21 Oct 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 45 Cr.

    as on 21 Oct 2021
  • 1.68%

    since 31 May 2021
  • 12 Jul 2019

  • Equity - Sectoral/Thematic

  • Nifty 50

  • Quantum Mutual Fund

    Show All Funds
  • Quantum India ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Quantum India Esg Equity Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 12 Jul 2019. This fund is offered by one of the top AMC (Assets Management Company) Quantum Mutual Fund. You can also view here all other Equity funds offered by Quantum Mutual Fund.

Latest NAV of the fund is ₹ 17.420 as on 21 Oct 2021.

This fund has 2 years of track record. Since 31 May 2021 expense ratio of this fund is 1.68%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies that meet Quantum’s Environment, Social and Governance (ESG) criteria.

List of Fund Managers of Quantum India Esg Equity Fund

  • About Chirag Mehta

    Picture of Chirag MehtaHe has pursued M.Com from Mumbai University and CAIA. He has more than 7 years of experience in financial services industry. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd)
  • About Sneha Joshi

    Picture of Sneha JoshiMs Joshi has done B.A. (Economics), PG Diploma in Foreign Trade, Ph.D. & M.A. (Economics) Prior to joining Quantum Mutual Fund, she was associated with Credit Capital Research as a fixed income research analyst.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 11.85% 23.66% 49.18% 124.67% 66.11% 41.03% 32.73% 25.69% 109.10% 96.61% 65.45% 43.92% 28.15%
Category Average 3.33% 11.03% 26.80% 63.07% 29.69% 21.95% 14.69% 14.80% 53.74% 47.48% 33.03% 20.63% 16.20%
Quantum India Esg Equity Fund 1.52%₹ 10,151 9.97%₹ 10,997 22.59%₹ 12,258 54.30%₹ 15,429 44.95%₹ 14,745 29.61%₹ 16,847 45.33%₹ 36,239 - - - - - -
ICICI Prudential Technology Fund 1.82%₹ 10,181 22.69%₹ 12,268 49.18%₹ 14,918 90.64%₹ 19,063 98.57%₹ 17,717 66.11%₹ 27,745 96.61%₹ 52,264 41.03%₹ 28,129 65.45%₹ 85,890 32.73%₹ 41,223 43.92%₹ 1,73,202 25.69%₹ 98,587 28.15%₹ 5,35,520
Aditya Birla Sun Life Digital India Fund 1.67%₹ 10,167 19.13%₹ 11,913 41.56%₹ 14,155 81.88%₹ 18,188 85.63%₹ 17,022 59.04%₹ 25,423 83.28%₹ 47,881 40.20%₹ 27,636 59.38%₹ 80,021 31.51%₹ 39,360 41.13%₹ 1,62,539 22.93%₹ 78,922 26.78%₹ 4,97,183
Tata Digital India Fund 2.16%₹ 10,216 23.66%₹ 12,366 47.10%₹ 14,709 85.68%₹ 18,567 97.15%₹ 17,641 59.44%₹ 25,552 87.41%₹ 49,224 39.14%₹ 27,012 60.17%₹ 80,766 32.22%₹ 40,446 42.18%₹ 1,66,500 - -
Quant Infrastructure Fund 9.80%₹ 10,979 19.00%₹ 11,899 42.91%₹ 14,290 119.83%₹ 21,982 109.10%₹ 18,273 52.20%₹ 23,271 90.80%₹ 50,336 38.85%₹ 26,841 59.07%₹ 79,726 22.57%₹ 27,682 34.70%₹ 1,40,114 13.48%₹ 35,437 21.10%₹ 3,65,681
SBI Technology Opportunities Fund 1.26%₹ 10,126 18.52%₹ 11,851 40.41%₹ 14,040 76.78%₹ 17,677 81.36%₹ 16,790 52.37%₹ 23,324 73.70%₹ 44,822 36.46%₹ 25,473 52.87%₹ 74,024 27.40%₹ 33,587 37.23%₹ 1,48,598 - -

Portfolio Holdings

Portfolio holdings pattern of Quantum India Esg Equity Fund as on 22 Oct 2021 are listed below:

  • Equity Holdings:

    94.94%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.06%

Top Sector Holdings of Quantum India Esg Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 15.45% ₹ 6.88 Cr.
Banks 10.61% ₹ 4.73 Cr.
Passenger/Utility vehicles 6.80% ₹ 3.04 Cr.
Personal care 6.51% ₹ 2.91 Cr.
Cement 4.65% ₹ 2.53 Cr.
Others 55.98% -

Top Stock Holdings of Quantum India Esg Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 4.53% ₹ 2.02 Cr.
Tata Consultancy Services Ltd. 4.54% ₹ 2.02 Cr.
Housing Development Finance Corporation Ltd. 3.91% ₹ 1.74 Cr.
Wipro Ltd. 3.54% ₹ 1.58 Cr.
Marico Ltd. 3.51% ₹ 1.57 Cr.
Others 79.97% -

Other Holdings

Holding TypeHolding Percentage
TREPS 5.45%
Net Receivables -0.39%