- Mutual Funds
- Quantum Mutual Fund
- Quantum India ESG Equity Fund (Growth)
Quantum India ESG Equity Fund (Growth)
₹ 19.73
NAV (Dec 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.73
NAV (Dec 6)
Fund Returns
Last 1Y | 14.8% |
Last 3Y | 15.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.6% |
6 Month CAGR | 12.3% |
Scheme Information
To achieve long-term capital appreciation by investing in share of companies that meet Quantum's Environment,Social and Governance (ESG) criteria. The sustainability objectives of the ESG strategy are: a. Achieving positive and above-average ESG profile b. Mitigating ESG risks and harnessing ESG opportunities,and c. Influencing overall positive behavior by investing in companies that promote sustainable products and services.
Expense Ratio | 2.08 |
Launched (4y ago) | Jul 12, 2019 |
AUM in Crores | 71.755 |
ISIN | INF082J01390 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 ESG TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.7 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.79 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.895 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum India ESG Equity Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
7.2%tvs motor co ltd
5%treps ^
4.9%indian hotels co ltd
3.6%icici bank ltd
3.4%Allocation by Sector
financial services
24%consumer cyclical
21%technology
16.6%consumer defensive
12.6%basic materials
7.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Quantum Asset Management Co Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 7.5% | ||
2% | 4.8% | ||
2% | 4.8% | ||
18.8% | 16.2% | ||
6.9% | 7.3% |
Quantum India ESG Equity Fund (G) Review
Quantum India ESG Equity Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 16.6% over a period of 4 years. The fund is managed by Quantum Asset Management Co Pvt. Ltd.. The fund managers are Chirag Mehta, Sneha Joshi.
Nav of Quantum India ESG Equity Fund (G) as of 12/6/2023 is ₹19.73 with the total AUM as of 12/7/2023 is ₹71.755. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum India ESG Equity Fund (G) was launched on Jul 12, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Quantum India ESG Equity Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Quantum India ESG Equity Fund (G) 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) is rated as a 0 fund in Equity and delivered 14.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum India ESG Equity Fund (G).
Frequently Asked Questions
What is Quantum India ESG Equity Fund (G)?
How to invest in Quantum India ESG Equity Fund (G)?
You can invest in Quantum India ESG Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quantum India ESG Equity Fund (G)?
The minimum sip amount for Quantum India ESG Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Quantum India ESG Equity Fund (G) good to invest in?
As per Scripbox experts, Quantum India ESG Equity Fund (G) is a Not Reviewed Yet fund. You can investQuantum India ESG Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quantum India ESG Equity Fund (G)?
The expense ratio of the Quantum India ESG Equity Fund (G) is 2.08% for regular plan.