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Quantum India Esg Equity Fund

Quantum India Esg Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

4.41

as on 18 May 2022

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 10,440 today.

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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

  • ₹ 15.390

    as on 18 May 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 55 Cr.

    as on 31 Dec 2021
  • 1.68%

  • 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 ₹ 15.390 as on 18 May 2022.

This fund has 2 years of track record. Since 31 Oct 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 -0.56% 15.36% 22.31% 27.85% 80.49% 33.53% 27.88% 22.63% 42.00% 51.23% 45.79% 30.57% 22.87%
Category Average -6.89% -4.73% -8.74% 8.02% 38.05% 16.03% 10.51% 14.18% -6.61% 17.60% 18.91% 13.73% 13.09%
Quantum India Esg Equity Fund -5.93%₹ 9,407 -6.04%₹ 9,395 -11.40%₹ 8,860 4.41%₹ 10,440 -11.47%₹ 11,247 36.01%₹ 18,497 12.72%₹ 27,239 - - - - - -
Quant Infrastructure Fund -10.56%₹ 8,943 -4.07%₹ 9,593 -4.66%₹ 9,533 23.69%₹ 12,368 7.88%₹ 12,502 79.91%₹ 32,365 51.23%₹ 37,929 33.53%₹ 23,848 45.79%₹ 67,791 20.32%₹ 25,226 29.64%₹ 1,24,321 15.10%₹ 40,850 19.73%₹ 3,39,375
ICICI Prudential Technology Fund -7.50%₹ 9,249 -10.51%₹ 8,949 -16.93%₹ 8,307 21.81%₹ 12,181 -13.35%₹ 11,120 67.59%₹ 28,087 30.64%₹ 32,052 33.05%₹ 23,587 37.91%₹ 61,353 27.64%₹ 33,895 30.57%₹ 1,27,102 22.63%₹ 76,997 22.87%₹ 4,02,204
Aditya Birla Sun Life Digital India Fund -8.40%₹ 9,159 -10.74%₹ 8,925 -15.34%₹ 8,465 17.01%₹ 11,700 -14.80%₹ 11,022 57.11%₹ 24,684 25.21%₹ 30,563 31.27%₹ 22,653 32.74%₹ 57,355 26.92%₹ 32,958 28.08%₹ 1,19,815 21.22%₹ 68,556 21.87%₹ 3,81,055
Quant Consumption Fund -10.13%₹ 8,986 -4.57%₹ 9,542 -8.57%₹ 9,143 14.05%₹ 11,405 -4.56%₹ 11,704 58.88%₹ 25,242 33.18%₹ 32,756 30.42%₹ 22,214 36.63%₹ 60,343 16.88%₹ 21,818 24.57%₹ 1,10,187 18.02%₹ 52,470 20.09%₹ 3,46,092
Tata Digital India Fund -9.05%₹ 9,094 -10.93%₹ 8,907 -16.69%₹ 8,330 20.55%₹ 12,054 -13.83%₹ 11,088 57.98%₹ 24,958 27.12%₹ 31,084 28.97%₹ 21,482 33.01%₹ 57,560 27.88%₹ 34,216 28.42%₹ 1,20,780 - -

Portfolio Holdings

Portfolio holdings pattern of Quantum India Esg Equity Fund as on 20 May 2022 are listed below:

  • Equity Holdings:

    95.38%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.62%

Top Sector Holdings of Quantum India Esg Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 19.44% ₹ 11.16 Cr.
Banks 9.52% ₹ 5.46 Cr.
Personal care 5.80% ₹ 3.33 Cr.
Passenger/Utility vehicles 5.35% ₹ 3.07 Cr.
Cement 4.71% ₹ 2.70 Cr.
Others 55.18% -

Top Stock Holdings of Quantum India Esg Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.14% ₹ 2.95 Cr.
Tata Consultancy Services Ltd. 4.84% ₹ 2.78 Cr.
Wipro Ltd. 4.29% ₹ 2.46 Cr.
Housing Development Finance Corporation Ltd. 3.81% ₹ 2.19 Cr.
Tata Communications Ltd. 3.50% ₹ 2.01 Cr.
Others 78.42% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.73%
Net Receivables -0.11%