Name: Quantum India ESG Equity Fund Direct Growth
Brand: Quantum Mutual Fund

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Quantum India ESG Equity Fund Direct Growth
Equity
Sectoral / Thematic
High Risk
61.86%
1Y return
+0.46% 1D
1M
6M
1Y
All
 NAV: 21 Sep 2021₹17.40
Min. SIP amount₹500
Rating4star
Fund size₹50.33 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Absolute returns
3M6M1YAll
Fund returns10.7%20.9%61.9%74.0%
Category averageNANA49.0%NA
Rank with in category772NA
Understand termsinfo
Holdings (47)NameSectorInstrumentAssets
Tata Consultancy Services Ltd.
TechnologyEquity4.8%
Infosys Ltd.
TechnologyEquity4.4%
Housing Development Finance Corpn. Ltd.
FinancialEquity4.2%
Wipro Ltd.
TechnologyEquity3.7%
Tata Consumer Products Ltd.
FMCGEquity3.6%
Tata Communications Ltd.
CommunicationEquity3.4%
Marico Ltd.
FMCGEquity3.3%
Tata Chemicals Ltd.
ChemicalsEquity3.1%
HDFC Bank Ltd.
FinancialEquity2.8%
Havells India Ltd.
EngineeringEquity2.7%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.93%
31 Jul 2021 - 31 Aug 2021
0.93%
30 Jun 2021 - 31 Jul 2021
0.93%
31 May 2021 - 30 Jun 2021
0.93%
30 Apr 2021 - 31 May 2021
0.93%
31 Mar 2021 - 30 Apr 2021
0.90%
28 Feb 2021 - 31 Mar 2021
0.90%
31 Jan 2021 - 28 Feb 2021
0.89%
31 Dec 2020 - 31 Jan 2021
0.90%
30 Nov 2020 - 31 Dec 2020
0.89%
31 Oct 2020 - 30 Nov 2020
0.90%
30 Sep 2020 - 31 Oct 2020
0.90%
31 Aug 2020 - 30 Sep 2020
0.90%
31 Jul 2020 - 31 Aug 2020
0.90%
30 Jun 2020 - 31 Jul 2020
0.90%
31 May 2020 - 30 Jun 2020
0.90%
30 Apr 2020 - 31 May 2020
0.90%
31 Mar 2020 - 30 Apr 2020
0.90%
29 Feb 2020 - 31 Mar 2020
0.90%
31 Jan 2020 - 29 Feb 2020
0.88%
31 Dec 2019 - 31 Jan 2020
0.88%
30 Nov 2019 - 31 Dec 2019
0.82%
31 Oct 2019 - 30 Nov 2019
0.82%
30 Sep 2019 - 31 Oct 2019
0.82%
31 Aug 2019 - 30 Sep 2019
0.82%
31 Jul 2019 - 31 Aug 2019
0.82%
Expense ratio, exit load and taxExpense ratio: 0.93%Inclusive of GST
Exit loadFor units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementChirag Mehta
Jun 2019 - Present
View details
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Education
He has pursued M.Com from Mumbai University and CAIA.
Experience
Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd).
He has more than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
Also manages these schemes
Quantum Gold Fund
Quantum Equity Fund of Funds Direct IDCW
Quantum Equity Fund of Funds Direct Growth
Quantum Gold Savings Fund Direct Growth
Quantum Multi Asset Fund of Funds Direct Growth
Quantum Gold Savings Regular Growth
Sneha Joshi
Jun 2019 - Present
View details
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Education
Ms Joshi has done B.A. (Economics), PG Diploma in Foreign Trade, Ph.D. & M.A. (Economics)
Experience
Prior to joining Quantum Mutual Fund, she was associated with Credit Capital Research as a fixed income research analyst.
Fund house & investment objective
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Quantum Mutual Fund
Rank (total assets)#33 in India
Total AUM1,821.54 Cr
Date of Incorporation02 Dec 2005
Quantum India ESG Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to invest
Quantum India ESG Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to investors on 02 Dec 2005. Chirag Mehta is the Current Fund Manager of Quantum India ESG Equity Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,822 Cr and the Latest NAV as of 21 Sep 2021 is ₹17.40.
The Quantum India ESG Equity Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days....Read more
Investment Objective
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (E
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) criteria.
...Read more
Fund benchmarkNIFTY 100 ESG TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
505, Regent Chambers, 5th Floor, Nariman Point Mumbai 400021
Phone
022 - 61447800
Launch Date
02 Dec 2005
E-mail
[email protected]
Website
NA
Quantum Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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	3M	6M	1Y	All
Fund returns	10.7%	20.9%	61.9%	74.0%
Category average	NA	NA	49.0%	NA
Rank with in category	7	7	2	NA

Name	Sector	Instrument	Assets
Tata Consultancy Services Ltd.	Technology	Equity	4.8%
Infosys Ltd.	Technology	Equity	4.4%
Housing Development Finance Corpn. Ltd.	Financial	Equity	4.2%
Wipro Ltd.	Technology	Equity	3.7%
Tata Consumer Products Ltd.	FMCG	Equity	3.6%
Tata Communications Ltd.	Communication	Equity	3.4%
Marico Ltd.	FMCG	Equity	3.3%
Tata Chemicals Ltd.	Chemicals	Equity	3.1%
HDFC Bank Ltd.	Financial	Equity	2.8%
Havells India Ltd.	Engineering	Equity	2.7%

Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹500

Rating	4
Fund size	₹50.33 Cr

Rank (total assets)	#33 in India
Total AUM	1,821.54 Cr