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    • Quantum India ESG Equity Fund (Growth)
    Quantum Mutual Fund

    Quantum India ESG Equity Fund (Growth)

    EquitySectoral / Thematic - Esg

    17.39

    NAV (Sep 23)

    28.6%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in sectoral / thematic - esg mutual funds.

    However, Scripbox does not recommend investing in sectoral / thematic - esg mutual funds.

    These funds invest in companies that rank high on their environmental & social impact and governance.

    It is based on the belief that this high ranking reflects in the stock performance of these companies over the long term.This strategy,however,limits the available universe of companies and the fund sizes are very small.On the other hand,other diversified funds can also invest in such companies and do.Investors are therefore better off investing in diversified funds rather than this category.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    51 Cr. Negligible within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Poor. The historical performance of the fund has been poor

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    17.39

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    65%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    28.6%
    6 Month CAGR
    20.9%
    info-icon-blue

    Scheme Information

    Investment 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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.68
    Launched (2y ago)
    Jul 12, 2019
    AUM in Crores
    50.334
    ISIN
    INF082J01390
    Lock-in
    No Lock-in
    Benchmark
    Nifty 100 ESG TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Chirag Mehta

    Fund Manager

    user-avatar

    Sneha Joshi

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    • Inflation beating returns
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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Quantum Asset Management Co Pvt. Ltd.

    Quantum Asset Management Co Pvt. Ltd. manages assets worth 1,883 crores and was set up on 19 September 2005. It's current offering of mutual fund schemes includes 9 equity,7 debt and 1 hybrid funds.

    amc-img

  • tel-amc-about
    022-61447800
  • mail-amc-about
    customercare@quantumamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.6%

    6.9%

    top-ranked-badge

    3.6%

    3.7%

    top-ranked-badge

    3.6%

    3.6%

    top-ranked-badge

    3.6%

    3.6%

    12.4%

    17.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Quantum India ESG Equity Fund (G)

    About Quantum India ESG Equity Fund (G)

    Quantum India ESG Equity Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 28.6% over a period of 2 years. . The fund is managed by Quantum Asset Management Co Pvt. Ltd.. The fund managers are Chirag Mehta, Sneha Joshi

    Quantum India ESG Equity Fund (G) Investment 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. . However, there is no assurance that the objective of the scheme will be realized.

    Quantum India ESG Equity Fund (G) NAV,AUM,Risk

    The Quantum India ESG Equity Fund (G) fund was launched on Jul 12, 2019. The NAV (Net Asset Value) of this Sectoral / Thematic - Esg Equity fund as of 2021-09-23 is ₹17.39. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹50.334. The category risk of the Quantum India ESG Equity Fund (G) fund is Very High Risk. The fund charges 1.68 % as expense ratio.

    Quantum India ESG Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 94.9% in this asset class. The top three holdings of the fund are , treps ^ , tata consultancy services ltd , infosys ltd , housing development finance corp ltd , wipro ltd , tata consumer products ltd , tata communications ltd , marico ltd , tata chemicals ltd , hdfc bank ltd , tata motors ltd , havells india ltd , ambuja cements ltd , hindustan unilever ltd , acc ltd , tech mahindra ltd , gujarat gas ltd , kotak mahindra bank ltd , axis bank ltd , nestle india ltd , voltas ltd , syngene international ltd , rallis india ltd , tvs motor co ltd , power grid corp of india ltd , kansai nerolac paints ltd , icici bank ltd , asian paints ltd , dabur india ltd , hero motocorp ltd , dr. lal pathlabs ltd , colgate-palmolive (india) ltd , mahindra & mahindra ltd , mphasis ltd , maruti suzuki india ltd , info edge (india) ltd , indusind bank ltd , crompton greaves consumer electricals ltd , castrol india ltd , hcl technologies ltd , vinati organics ltd , titan co ltd , persistent systems ltd , thermax ltd , bosch ltd , mahanagar gas ltd , bharat petroleum corp ltd , indian hotels co ltd , net receivable/(payable)

    Quantum India ESG Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Quantum India ESG Equity Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 ESG TR INR

    Quantum India ESG Equity Fund (G) Review

    Quantum India ESG Equity Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Quantum India ESG Equity Fund (G) has a score of 1 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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