Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan

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  • Net Change on 16-07-2024

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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Fund Objective

The Investment Objective of the scheme is to achieve long-term capital appreciation by investingin share of companies identified based on the Environment, Social and Governance (ESG) themefollowing Best in Class Strategy.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Quantum ESG Best In Class Strategy Fund - DIRECT PLAN - GROWTH OPTION 4.13 11.22 31.26 15.23 19.69 19.75
BSE SENSEX - TRI 4.98 11.38 23.78 16.38 16.98 13.91
NIFTY100 ESG - 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.)
Quantum ESG Best In Class Strategy Fund - DIRECT PLAN - GROWTH OPTION Jul 12, 2019 31.26 15.23 19.69 0.84 83.59
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 47.42 31.32 27.62 0.57 21,036.92
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 69.80 33.29 30.05 0.67 5,959.57
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 32.65 17.51 18.48 1.30 5,874.16
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 75.27 31.92 28.71 0.67 4,575.97
UTI-Transpotation and Logistics Fund-Growth Option- Direct Jan 01, 2013 55.87 32.24 26.89 0.75 3,698.11

Fund Holdings as on 30-June-2024

  • TREPS ^

  • TVS Motor Company Ltd*

  • The Indian Hotels Company Ltd*

  • HDFC Bank Ltd*

  • Tata Consumer Products Ltd*

  • Tata Communications Ltd*

  • Tata Consultancy Services Ltd*

  • Thermax Ltd*

  • Infosys Ltd*

  • ICICI Bank Ltd*

  • Bosch Ltd*

  • Persistent Systems Ltd

  • Marico Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Havells India Ltd

  • Tata Motors Ltd

  • Kotak Mahindra Bank Ltd

  • Voltas Ltd

  • IndusInd Bank Ltd

  • Maruti Suzuki India Ltd

  • Mahindra & Mahindra Ltd

  • Narayana Hrudayalaya Ltd

  • Wipro Ltd

  • HCL Technologies Ltd

  • Bajaj Finance Ltd

  • Tech Mahindra Ltd

  • Colgate Palmolive (India) Ltd

  • HDFC Life Insurance Company Ltd

  • Tata Chemicals Ltd

  • Bajaj Finserv Ltd

  • Godrej Consumer Products Ltd

  • Central Depository Services (India) Ltd

  • Titan Company Ltd

  • Rallis India Ltd

  • Sundram Fasteners Ltd

  • Bajaj Auto Ltd

  • Syngene International Ltd

  • Hero MotoCorp Ltd

  • Mahindra Logistics Ltd

  • Asian Paints Ltd

  • Vinati Organics Ltd

  • Coforge Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Nestle India Ltd

  • Castrol India Ltd

  • Computer Age Management Services Ltd

  • MphasiS Ltd

  • Eicher Motors Ltd

  • The Federal Bank Ltd

  • Dr. Lal Path Labs Ltd

  • Hindustan Unilever Ltd

  • Krishna Institute Of Medical Sciences Ltd

  • CCL Products (India) Ltd

  • Net Receivable/(payable)

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  • IT - Software

  • Bank - Private

  • Automobile Two & Three Wheelers

  • Miscellaneous

  • Insurance

  • Hotel, Resort & Restaurants

  • Tea/Coffee

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Consumer Food

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Chemicals

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Depository Services

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • Air Conditioners

  • Finance - NBFC

  • Finance - Investment

  • Diamond & Jewellery

  • Pesticides & Agrochemicals

  • Fasteners

  • Business Support

  • Paints

  • Logistics

  • Consumer Durables - Domestic Appliances

  • Lubricants

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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 ESG Best In Class Strategy Fund
  • Quantum ESG Best In Class Strategy Fund
  • Cash

  • Equity

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About Quantum ESG Best In Class Strategy Fund

Scheme Analysis

Quantum ESG Best In Class Strategy 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 ₹83.59 crore. Quantum ESG Best In Class Strategy Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY100 ESG - TRI as secondary index.

The NAV of Quantum ESG Best In Class Strategy Fund ended up ₹0.07(0.28%)yesterday to ₹24.76.

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

The Quantum ESG Best In Class Strategy Fund is managed by Chirag Mehta and Sneha Joshi.

Fund House Contact

1st Floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate Mumbai - 400 020

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