Quantum India ESG Equity Fund - Growth - Regular Plan

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  • Net Change on 14-10-2019

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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

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 Unrated 14.25 8.55 10.12 2.08 2,350.76
Sundaram Rural and Consumption Regular Growth May 12, 2006 Unrated 6.02 5.03 12.25 2.13 2,051.88
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 Unrated 15.26 9.68 14.31 2.53 1,102.67
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 3.96 4.26 7.98 2.57 545.33
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 Unrated 7.89 16.10 10.59 2.60 452.57

Fund Holdings as on 31-August-2019

  • TREP^

  • HCL Technologies Ltd*

  • Tata Consultancy Services Ltd*

  • HDFC Bank Ltd*

  • Infosys Ltd*

  • Shree Cement Ltd*

  • Tata Chemicals Ltd*

  • The Indian Hotels Company Ltd*

  • Marico Ltd*

  • TVS Motor Company Ltd*

  • Wipro Ltd*

  • Indusind Bank Ltd

  • Power Grid Corporation of India Ltd

  • Tata Steel Ltd

  • Kotak Mahindra Bank Ltd

  • Ambuja Cements Ltd

  • Hindustan Unilever Ltd

  • Mahanagar Gas Ltd

  • Indraprastha Gas Ltd

  • Tata Motors Ltd

  • Rallis India Ltd

  • Mahindra & Mahindra Ltd

  • Havells India Ltd

  • Nestle India Ltd

  • Colgate Palmolive India Ltd

  • ACC Ltd

  • Exide Industries Ltd

  • Indian Oil Corporation Ltd

  • Bajaj Auto Ltd

  • Dabur India Ltd

  • Axis Bank Ltd

  • Tata Communications Ltd

  • Maruti Suzuki India Ltd

  • Bharat Petroleum Corp Ltd

  • Hero MotoCorp Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Thermax Ltd

  • Interglobe Aviation Ltd

  • Yes Bank Ltd

  • Titan Company Ltd

  • Syngene International Ltd

  • Bharti Airtel Ltd

  • Tech Mahindra Ltd

  • Net Receivable/(payable)

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Consumer Food

  • Household & Personal Products

  • Hotel, Resort & Restaurants

  • Chemicals

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Refineries

  • Steel & Iron Products

  • Gas Transmission/Marketing

  • Telecommunication - Service Provider

  • Industrial Gases & Fuels

  • Automobiles-Trucks/Lcv

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Batteries

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Airlines

  • Diamond & Jewellery

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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 ₹11.35 crore. Quantum India ESG Equity Fund is benchmarked against Nifty 100 ESG Index - TRI as primary index.

The NAV of Quantum India ESG Equity Fund ended up ₹0.07(0.7%)yesterday to ₹10.09.

Among its top 3 holdings the fund has exposure to TREP^, HCL Technologies Ltd* and Tata Consultancy Services Ltd*

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

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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