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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

  • ₹ 16.110

    as on 02 Aug 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 45 Cr.

    as on 02 Aug 2021
  • 1.68%

    since 31 May 2021
  • 12 Jul 2019

  • Equity - Sectoral/Thematic

  • Nifty 50

  • quantum mutual fund

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  • 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 ₹ 16.110 as on 02 Aug 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 15.19% 31.14% 75.85% 158.58% 56.12% 35.34% 28.50% 23.26% 174.29% 85.14% 56.36% 39.40% 26.22%
Category Average 3.42% 14.34% 21.38% 61.19% 28.39% 14.98% 13.87% 12.98% 59.56% 42.60% 28.56% 18.21% 15.23%
Quantum India Esg Equity Fund 2.55%₹ 10,254 12.03%₹ 11,203 14.91%₹ 11,490 56.10%₹ 15,610 49.53%₹ 15,005 28.50%₹ 16,523 41.04%₹ 35,000 - - - - - -
ICICI Prudential Technology Fund 8.20%₹ 10,819 28.24%₹ 12,824 38.81%₹ 13,881 106.48%₹ 20,648 101.70%₹ 17,872 56.12%₹ 24,401 85.14%₹ 48,480 35.34%₹ 24,809 56.36%₹ 77,183 28.50%₹ 35,062 39.40%₹ 1,56,210 23.26%₹ 81,086 26.22%₹ 4,82,374
Aditya Birla Sun Life Digital India Fund 5.84%₹ 10,583 23.51%₹ 12,351 34.23%₹ 13,422 91.30%₹ 19,130 88.82%₹ 17,185 53.49%₹ 23,586 74.88%₹ 45,194 33.06%₹ 23,577 51.67%₹ 72,937 27.46%₹ 33,668 37.25%₹ 1,48,644 20.51%₹ 64,720 24.91%₹ 4,49,344
Mirae Asset Healthcare Fund 2.09%₹ 10,209 13.96%₹ 11,396 27.99%₹ 12,799 47.04%₹ 14,704 51.25%₹ 15,104 53.67%₹ 23,641 57.84%₹ 39,936 31.36%₹ 22,685 44.49%₹ 66,743 - - - -
Tata Digital India Fund 6.85%₹ 10,685 24.20%₹ 12,419 34.31%₹ 13,430 90.70%₹ 19,070 92.00%₹ 17,356 49.30%₹ 22,315 73.51%₹ 44,762 30.66%₹ 22,321 49.53%₹ 71,055 26.80%₹ 32,800 36.90%₹ 1,47,450 - -
SBI Technology Opportunities Fund 8.02%₹ 10,802 25.25%₹ 12,525 33.46%₹ 13,345 83.87%₹ 18,387 89.09%₹ 17,200 46.05%₹ 21,352 67.65%₹ 42,932 30.29%₹ 22,132 47.01%₹ 68,880 23.26%₹ 28,465 34.03%₹ 1,37,924 - -

Portfolio Holdings

Portfolio holdings pattern of Quantum India Esg Equity Fund as on 04 Aug 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
Tata Consultancy Services Ltd. 4.54% ₹ 2.02 Cr.
Infosys Ltd. 4.53% ₹ 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%