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Quantum Mutual Fund

Quantum India ESG Equity Fund (Growth)

EquitySectoral / Thematic - Esg

19.73

NAV (Dec 06)

16.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

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

Investment Objective

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

Sneha Joshi

Fund Manager

Chirag Mehta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quantum India ESG Equity Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-12-06

Top Stock Holdings

hdfc bank ltd

7.2%
7.2%

tvs motor co ltd

5%
5%

treps ^

4.9%
4.9%

indian hotels co ltd

3.6%
3.6%

icici bank ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

24%
24%

consumer cyclical

21%
21%

technology

16.6%
16.6%

consumer defensive

12.6%
12.6%

basic materials

7.6%
7.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Quantum Asset Management Co Pvt. Ltd.

Quantum Asset Management Co Pvt. Ltd. manages assets worth 2,060 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

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)?

Quantum India ESG Equity Fund (G) is a Sectoral / Thematic - Esg Equity scheme predominantly investing across Equity instruments 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 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.