Quantum India ESG Equity Fund
500
Min SIP
500
Min Lumpsum
0.97 %
Expense Ratio
Rating
63
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.1% | 24.4% | - | 16.3% | ||||
| Category Average | 9.3% | 3.3% | - | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
H D F C
TCS
TVS Motor Co.
Indian Hotels Co
Others
Advance Ratio
0.38
Alpha
4.03
SD
0.81
Beta
0.17
Sharpe
Exit Load
| Exit Load | 10% of units If redeemed or switched out on or before 365 days from the date of allotment - Nil Remaining 90% of units if redeemed or switched out on or before 365 days from the date of allotment- 1.00% Nil - If redeemed or switched out on or after 365 days from the date of allotment |
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Fund Objective
The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) criteria.
Fund Managers
Chirag Mehta - Commodities
Mr. Chirag Mehta completed his M.Com and MBA (Finance) from Mumbai University. Mr. Mehta has experience of over five years in the finance sector and relevant fields. Before working as a fund manager for Quantum, he worked as a coordinator with Electronic Data Systems (EDS) for Xerox.
Currently, Mr. Chirag Mehta manages the AUM of the Quantum Commodities fund.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
30.3%Fund Size - 2,373
-
43.4%Fund Size - 2,373
-
17.1%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 293
-
0.5%Fund Size - 293
-
4.4%Fund Size - 293
-
2.9%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
0.9%Fund Size - 9,940
-
38.4%Fund Size - 9,940
-
21.7%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
24.5%Fund Size - 1,241
-
35.7%Fund Size - 1,241
-
15%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 95
-
17%Fund Size - 95
-
32.1%Fund Size - 95
-
13.9%Fund Size - 95
AMC Contact Details
Quantum Mutual Fund
AUM:
2,148 Cr
Address:
6th Floor, Hoechst House,
Nariman Point,
Mumbai - 400 021
Contact:
022-61447800
Email ID:
customercare@QuantumAMC.com
Frequently Asked Questions
How to invest in Quantum India ESG Equity Fund ?
You can invest in Quantum India ESG Equity Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Quantum India ESG Equity Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Quantum India ESG Equity Fund ?
The NAV of Quantum India ESG Equity Fund is ₹17.9 as of 02 June 2023.
How to redeem Quantum India ESG Equity Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Quantum India ESG Equity Fund?
The minimum SIP amount of Quantum India ESG Equity Fund is ₹500
What are the top sectors Quantum India ESG Equity Fund has invested in??
The top sectors Quantum India ESG Equity Fund has invested in are
- HDFC Bank - 4.69%
- H D F C - 4.64%
- TCS - 4.38%
- TVS Motor Co. - 4.14%
- Indian Hotels Co - 3.46%
How much returns have Quantum India ESG Equity Fund generated ?
The Quantum India ESG Equity Fund has delivered 16.3% since inception
What is the expense ratio of Quantum India ESG Equity Fund ?
The expense ratio of Quantum India ESG Equity Fund is 0.97 % as of 02 June 2023.
What is the AUM of Quantum India ESG Equity Fund?
The AUM of Quantum India ESG Equity Fund is ₹2,148 Cr as of 02 June 2023
What are the top stock holdings of Quantum India ESG Equity Fund?
The top stock holdings of Quantum India ESG Equity Fund are
- HDFC Bank - 4.69%
- H D F C - 4.64%
- TCS - 4.38%
- TVS Motor Co. - 4.14%
- Indian Hotels Co - 3.46%