Quantum India ESG Equity Fund - Growth - Direct Plan

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  • 0.2 %Nav, as on 28-11-2023

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  • Net Change on 28-11-2023

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  • Assets (Cr.)

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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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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
NIFTY100 ESG - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 3.83 2.01 7.29 15.83 14.48 13.39

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 - DIRECT PLAN -GROWTH Jan 01, 2013 12.16 17.06 14.96 1.32 4,879.42
Tata Ethical Fund -Direct Plan Growth Jan 01, 2013 15.10 21.12 17.62 0.88 1,882.67
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 32.20 31.86 20.88 1.24 1,516.92
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 34.26 25.00 20.11 1.28 1,489.72
HDFC Housing Opportunities Fund - Growth Option - Direct Plan Dec 06, 2017 26.57 25.93 15.69 1.25 1,152.58

Fund Holdings as on 31-October-2023

  • HDFC Bank Ltd*

  • TVS Motor Company Ltd*

  • TREPS ^

  • The Indian Hotels Company Ltd*

  • ICICI Bank Ltd*

  • Tata Consumer Products Ltd*

  • Tata Consultancy Services Ltd*

  • Infosys Ltd*

  • Tata Communications Ltd*

  • Marico Ltd*

  • Kotak Mahindra Bank Ltd*

  • Tata Chemicals Ltd

  • Tata Motors Ltd

  • Maruti Suzuki India Ltd

  • Axis Bank Ltd

  • Persistent Systems Ltd

  • Syngene International Ltd

  • Indusind Bank Ltd

  • Wipro Ltd

  • HDFC Life Insurance Company Ltd

  • Asian Paints Ltd

  • Havells India Ltd

  • HCL Technologies Ltd

  • Nestle India Ltd

  • Rallis India Ltd

  • Tech Mahindra Ltd

  • Thermax Ltd

  • Bosch Ltd

  • Titan Company Ltd

  • Colgate Palmolive India Ltd

  • Godrej Consumer Products Ltd

  • Bajaj Finance Ltd

  • Hindustan Unilever Ltd

  • Voltas Ltd

  • Hero MotoCorp Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Coforge Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Central Depository Services (India) Ltd

  • Mahindra Logistics Ltd

  • Castrol India Ltd

  • Vinati Organics Ltd

  • Dabur India Ltd

  • Mahindra & Mahindra Ltd

  • Mphasis Ltd

  • Dr. Lal Pathlabs Ltd

  • Computer Age Management Services Ltd

  • Bajaj Auto Ltd

  • The Federal Bank Ltd

  • Eicher Motors Ltd

  • Info Edge India Ltd

  • Kansai Nerolac Paints Ltd

  • Net Receivable/(payable)

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  • Bank - Private

  • IT - Software

  • Automobile Two & Three Wheelers

  • Household & Personal Products

  • Miscellaneous

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Chemicals

  • Automobiles - Passenger Cars

  • Tea/Coffee

  • Insurance

  • Telecommunication - Service Provider

  • Paints

  • Automobiles-Trucks/Lcv

  • Electric Equipment

  • Pesticides & Agrochemicals

  • BPO/ITeS

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Diamond & Jewellery

  • Finance - NBFC

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Logistics

  • Lubricants

  • Hospital & Healthcare Services

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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 ₹71.75 crore. Quantum India ESG Equity Fund is benchmarked against NIFTY100 ESG - 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(0.2%)yesterday to ₹19.74.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd*, 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