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Quantum India Esg Equity Fund

Quantum India Esg Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.44

as on 07 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,385 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

  • ₹ 19.770

    as on 07 Dec 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 63 Cr.

    as on 31 May 2023
  • 1.72%

  • 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 ₹ 19.770 as on 07 Dec 2023.

This fund has 4 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.72%. 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. Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd). He has more than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
  • 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 Very 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 15.80% 17.91% 39.59% 46.68% 38.01% 39.96% 30.32% 22.61% 73.40% 47.62% 38.75% 35.87% 22.96%
Category Average 7.89% 7.75% 19.55% 24.55% 16.18% 22.54% 17.96% 16.11% 39.43% 25.72% 21.11% 22.11% 16.05%
Quantum India Esg Equity Fund 6.40%₹ 10,640 3.67%₹ 10,367 11.95%₹ 11,194 16.23%₹ 11,622 25.22%₹ 13,578 8.35%₹ 11,739 16.24%₹ 28,176 15.44%₹ 15,385 13.15%₹ 43,796 - - - -
ICICI Prudential Infrastructure Fund 11.47%₹ 11,146 11.27%₹ 11,127 26.65%₹ 12,664 38.25%₹ 13,824 53.05%₹ 15,215 33.51%₹ 17,824 40.68%₹ 34,905 39.96%₹ 27,416 36.59%₹ 60,348 24.68%₹ 30,150 33.12%₹ 1,35,026 18.24%₹ 53,481 19.82%₹ 3,41,067
Quant Infrastructure Fund 13.01%₹ 11,300 13.35%₹ 11,334 28.31%₹ 12,830 22.02%₹ 12,201 48.80%₹ 14,971 19.60%₹ 14,303 29.50%₹ 31,759 39.90%₹ 27,381 30.17%₹ 55,461 30.32%₹ 37,612 35.87%₹ 1,43,964 21.23%₹ 68,666 22.96%₹ 4,04,298
HDFC Infrastructure Fund 10.62%₹ 11,062 11.83%₹ 11,183 37.31%₹ 13,731 46.68%₹ 14,667 71.31%₹ 16,242 33.60%₹ 17,850 47.59%₹ 36,902 38.95%₹ 26,828 38.75%₹ 62,055 19.09%₹ 23,960 30.59%₹ 1,27,201 14.47%₹ 38,678 15.20%₹ 2,65,951
Aditya Birla Sun Life PSU Equity Fund 15.80%₹ 11,580 17.91%₹ 11,791 39.59%₹ 13,959 44.64%₹ 14,463 73.40%₹ 16,358 35.55%₹ 18,374 47.62%₹ 36,912 37.58%₹ 26,043 38.72%₹ 62,029 - - - -
Nippon India Power & Infra Fund 11.74%₹ 11,173 12.97%₹ 11,296 31.88%₹ 13,188 45.13%₹ 14,513 65.94%₹ 15,943 29.49%₹ 16,767 45.31%₹ 36,239 36.28%₹ 25,309 36.56%₹ 60,322 23.04%₹ 28,211 31.71%₹ 1,30,630 18.09%₹ 52,794 19.20%₹ 3,29,870

Portfolio Holdings

Portfolio holdings pattern of Quantum India Esg Equity Fund as on 08 Dec 2023 are listed below:

  • Equity Holdings:

    95.20%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.80%

Top Sector Holdings of Quantum India Esg Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.03% ₹ 11.29 Cr.
Computers - Software 14.42% ₹ 9.55 Cr.
Personal care 7.39% ₹ 4.90 Cr.
Motor cycles/Scooters 6.17% ₹ 4.09 Cr.
Passenger/Utility vehicles 6.10% ₹ 4.04 Cr.
Others 48.89% -

Top Stock Holdings of Quantum India Esg Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
TVS Motor Company Ltd. 4.51% ₹ 2.99 Cr.
HDFC Bank Ltd. 4.26% ₹ 2.82 Cr.
Housing Development Finance Corporation Ltd. 4.20% ₹ 2.79 Cr.
Tata Consultancy Services Ltd. 4.06% ₹ 2.69 Cr.
Indian Hotels Company Limited 3.78% ₹ 2.51 Cr.
Others 79.19% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.94%
Net Receivables -0.14%