Quantum India ESG Equity Fund - Growth - Regular Plan

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  • Net Change on 23-10-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 Quantum’s Environment, Social and Governance (ESG) criteria.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty 100 ESG Index - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 8.16 6.97 5.37 9.07 9.54 12.77

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 0.35 5.33 7.54 2.06 2,731.35
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 -0.95 4.89 10.02 2.33 1,534.87
Sundaram Rural and Consumption Regular Growth May 12, 2006 -2.06 -0.83 9.41 2.27 1,476.87
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 -14.71 -6.00 2.45 2.50 757.49
Tata Ethical Fund Regular Plan - Growth May 24, 1996 11.20 5.38 6.03 2.49 616.83

Fund Holdings as on 30-September-2020

  • TREPS ^

  • Tata Consultancy Services Ltd*

  • Infosys Ltd*

  • Housing Development Finance Corporation Ltd*

  • HDFC Bank Ltd*

  • Wipro Ltd*

  • Marico Ltd*

  • Ambuja Cements Ltd*

  • Tata Communications Ltd*

  • Shree Cement Ltd*

  • Tata Chemicals Ltd*

  • Tata Consumer Products Ltd

  • Kotak Mahindra Bank Ltd

  • Rallis India Ltd

  • TVS Motor Company Ltd

  • Hindustan Unilever Ltd

  • Tata Steel Ltd

  • Maruti Suzuki India Ltd

  • Tech Mahindra Ltd

  • Tata Motors Ltd

  • ACC Ltd

  • The Indian Hotels Company Ltd

  • Havells India Ltd

  • Syngene International Ltd

  • Hero MotoCorp Ltd

  • Nestle India Ltd

  • Mahindra & Mahindra Ltd

  • Mahanagar Gas Ltd

  • Colgate Palmolive India Ltd

  • Gujarat Gas Ltd

  • Castrol India Ltd

  • Power Grid Corporation of India Ltd

  • Axis Bank Ltd

  • HCL Technologies Ltd

  • Dabur India Ltd

  • Vinati Organics Ltd

  • Bharti Airtel Ltd

  • Thermax Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Dr. Lal Pathlabs Ltd

  • Voltas Ltd

  • Titan Company Ltd

  • Indusind Bank Ltd

  • Bharat Petroleum Corp Ltd

  • Mphasis Ltd

  • Indian Oil Corporation Ltd

  • Hemisphere Properties India Ltd**

  • Net Receivable/(payable)

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  • IT - Software

  • Bank - Private

  • Cement & Construction Materials

  • Consumer Food

  • Household & Personal Products

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Chemicals

  • Finance - Housing

  • Automobiles - Passenger Cars

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Automobiles-Trucks/Lcv

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Gas Transmission/Marketing

  • Trading

  • Lubricants

  • Power Generation/Distribution

  • Refineries

  • Engineering - Industrial Equipments

  • Consumer Durables - Domestic Appliances

  • Hospital & Healthcare Services

  • Air Conditioners

  • Diamond & Jewellery

  • Finance - Investment

  • Unspecified

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Fund Manager

  • Education:Ph.D. & M.A,PG Diploma in Foreign Trade, B.A. (Economics)
  • Experience:6
  • Basic Details:From August, 2015 till date Quantum Asset Management Company Private Limited. Ms. Sneha Joshi has 6 years of experience in economic, credit and quantitative research. Prior to joining Quantum, she was associated with Credit Capital Research as a fixed income research analyst.
  • Funds Managed:
  • Quantum India ESG Equity Fund
  • Cash

  • Equity

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About Quantum India ESG Equity Fund

Scheme Analysis

Quantum India ESG Equity Fund is a Equity - Thematic Fund - Other fund and belongs to Quantum Mutual Fund. It was launched on 12-Jul-2019 and currently has an AUM of ₹19.94 crore. Quantum India ESG Equity Fund is benchmarked against Nifty 100 ESG Index - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Quantum India ESG Equity Fund ended up ₹0.04(0.35%)yesterday to ₹11.32.

Among its top 3 holdings the fund has exposure to TREPS ^, and

The Quantum India ESG Equity Fund is managed by Chirag Mehta and Sneha Joshi.

Fund House Contact

7th Floor, Hoechst House, Nariman Point Mumbai - 400 021

+91 (22) 61447800
+91 (22) 22854318