Quantum India ESG Equity Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500.0 ₹500.0 0.98 % 0★ ₹62.0 3 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500.0 ₹500.0 0.98 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹62.0 Cr 3 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 28 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 2.8% 17.9% - 17.8%
Category Average 2.8% - - -

Scheme Allocation

Holding
Sector
Asset
TREPS
5.48%
TCS
4.23%
TVS Motor Co.
4.08%
Infosys
4.07%
H D F C
3.97%
Others
78.17%
Banks
13.78%
Automobiles
11.57%
Consumer Durables
8.48%
Personal Products
7.31%
Debt
5.48%
Others
53.38%
Equity
95.02%
Reverse Repos
5.48%
Net Curr Ass/Net Receivables
-0.5%

Fund House Details

Quantum Mutual Fund

Quantum India ESG Equity Fund

Fund Manager
Chirag Mehta

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

Advance Ratio

-0.01 1.06 0.86 -0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Quantum Mutual Fund
AUM:
2,016.0 Cr
Address:
6th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
Contact:
022-61447800
Email ID:
customercare@QuantumAMC.com

Frequently Asked Questions

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"
The Quantum India ESG Equity Fund has delivered 17.8% since inception
The NAV of Quantum India ESG Equity Fund is ₹17.3 as of 28 November 2022.
The expense ratio of Quantum India ESG Equity Fund is 0.98 % as of 28 November 2022.
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”.
Invest Now