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

Quantum India ESG Equity Fund (Growth)

EquitySectoral / Thematic - Esg

15.34

NAV (May 27)

16%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in sectoral / thematic - esg.

Click here to see our recommendations.

Sectoral / thematic - esg funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

60 Cr. Negligible within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.34

NAV (May 27)

Fund Returns

Last 1Y

2.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

16%

6 Month CAGR

-8%

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.

Expense Ratio

1.69

Launched (3y ago)

Jul 12, 2019

AUM in Crores

59.046

ISIN

INF082J01390

Lock-in

No Lock-in

Benchmark

Nifty 100 ESG TR TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sneha Joshi

Fund Manager

Chirag Mehta

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-27

Top Stock Holdings

treps ^

5.9%
5.9%

infosys ltd

4.8%
4.8%

tata consultancy services ltd

4.8%
4.8%

tata consumer products ltd

3.8%
3.8%

housing development finance corp ltd

3.6%
3.6%
See all holdings
allocation by market cap

Allocation by Sector

technology

20.1%
20.1%

consumer cyclical

14.4%
14.4%

financial services

14.3%
14.3%

consumer defensive

14.1%
14.1%

basic materials

13.7%
13.7%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Quantum Asset Management Co Pvt. Ltd.

Quantum Asset Management Co Pvt. Ltd. manages assets worth 1,823 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

  • 022-61447800
  • customercare@quantumamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.4%

    7.7%

    -

    16%

    15.9%

    6.5%

    10.5%

    13%

    5.6%

    5.8%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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% 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.

    Nav of Quantum India ESG Equity Fund (G) as of 5/27/2022 is ₹15.34 with the total AUM as of 5/28/2022 is ₹59.046. 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 TR INR.

    Quantum India ESG Equity Fund (G) is rated as a 3 fund in Equity and delivered 2.5% 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)?

    Quantum India ESG Equity Fund (G) is a Sectoral / Thematic - Esg Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 Neutral 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 1.69% for regular plan.