Quantum India ESG Equity Fund Regular Growth+0.35%

9.80%
1 Year Return
Equity
Thematic
6M
1Y
All

Fund Details

Quantum India ESG Equity Fund Regular Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.64%
NAV11.32 (23 Oct 2020)
Fund Started12 Jul 2019
Fund Size20 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quantum India ESG Equity Fund Regular Growth
9.8%
NA
NA
10.1%
Category Average
3.6%
1.7%
6.3%
-
Rank within category
6
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 9.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Tata Consultancy Services Ltd.TechnologyEquity4.9%
    Infosys Ltd.TechnologyEquity4.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
    HDFC Bank Ltd.FinancialEquity3.9%
    Wipro Ltd.TechnologyEquity3.5%
    Marico Ltd.FMCGEquity3.5%
    Ambuja Cements Ltd.ConstructionEquity3.2%
    Tata Communications Ltd.CommunicationEquity3.0%
    Shree Cement Ltd.ConstructionEquity2.9%
    Tata Chemicals Ltd.ChemicalsEquity2.9%
    See All

    Fund Managers

    addChirag Mehta
    Education
    He has pursued M.Com from Mumbai University and CAIA.
    Experience
    He has more than 7 years of experience in financial services industry. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd)
    Funds Managed
    addSneha Joshi
    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.
    Funds Managed

    Quantum India ESG Equity Fund Regular Growth Details

    Quantum India ESG Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to investors on 12 Jul 2019. Chirag Mehta is the Current Fund Manager of Quantum India ESG Equity Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹20 Cr and the Latest NAV as of 23 Oct 2020 is ₹11.32.

    The Quantum India ESG Equity Fund Regular 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.

    Investment Objective

    The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) criteria.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Quantum Mutual Fund

    Address
    505, Regent Chambers, 5th Floor, Nariman Point Mumbai 400021
    Phone
    022 - 61447800
    Launch Date
    02 Dec 2005
    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,
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