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

Quantum India ESG Equity Fund (Growth)

EquitySectoral / Thematic - Esg

15.57

NAV (Jun 14)

25.9%
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

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

Relative Size

42 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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    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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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

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Very High Risk

1.68 %

Expense Ratio

Jul 12, 2019

Launched (2y ago)

₹ 42

AUM in Crores

INF082J01390

ISIN

No Lock-in

Lock-in

Nifty 100 ESG Total Return

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Chirag Mehta

Fund Manager

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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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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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

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Aditya Birla Sun Life Focused Equity Fund (G)

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UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

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HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

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Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

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Recommended

Top Ranked

23 Years

Age

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About the AMC

Quantum Asset Management Co Pvt. Ltd.

Quantum Asset Management Co Pvt. Ltd. manages assets worth 1,863 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.

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    022-61447800
  • mail-amc-about
    customercare@quantumamc.com
  • Quantum Liquid Fund (G)

    Quantum Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 587 Cr

    Fund Size

    4.90%

    3Year CAGR

    3Y CAGR

    Quantum Liquid Fund Inc Dist cum Cap Wdrl (RIDCW-D)

    Quantum Liquid Fund Inc Dist cum Cap Wdrl (RIDCW-D)

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    Fund Size

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    Till Date CAGR

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    Quantum Liquid Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    Quantum Liquid Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    Liquid

    Top Ranked

    ₹ 587 Cr

    Fund Size

    3.60%

    Till Date CAGR

    Till Date CAGR

    Quantum Liquid Fund Inc Dist cum Cap Wdrl (PIDCW-M)

    Quantum Liquid Fund Inc Dist cum Cap Wdrl (PIDCW-M)

    Liquid

    Top Ranked

    ₹ 587 Cr

    Fund Size

    3.60%

    Till Date CAGR

    Till Date CAGR

    Quantum India ESG Equity Fund (G)

    Quantum India ESG Equity Fund (G)

    Sectoral / Thematic - Esg

    ₹ 41 Cr

    Fund Size

    25.90%

    Till Date CAGR

    Till Date CAGR

    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)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    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

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    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 25.9% 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 as of 2021-06-14 is ₹ 15.57. The total AUM (Asset Under Management) of the fund as of 2021-06-15 is ₹ 41.571. 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 tata consultancy services ltd,infosys ltd and housing development finance corp ltd

    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 Total Return

    Quantum India ESG Equity Fund (G) Review

    Quantum India ESG Equity Fund (G) has a score of 3 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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