The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies identified based on the Environment, Social and Governance (ESG) theme following Best in Class Strategy. There is no assurance that the Investment Objective of the Scheme will be achieved.
Thematic Scheme
An Open-ended equity scheme investing in companies following Environment, Social and Governance (ESG) theme assessed through a Best In Class Strategy
Mr. Chirag Mehta - Fund Manager
(Work experience: 22 years)
He has been managing this fund since July 12, 2019.
Mr. Rajorshi Palit - Associate Fund Manager
(Work experience: 3.5 years)
He has been managing this fund since Nov 04, 2024.
Processed through RTGS/NEFT mode on T+2 basis from the date of transaction where the investor’s Bank details are available.Processed through cheque on T+2 basis from the date of transaction where the required Bank details of investor are not available.
Not Applicable
Note: Redemptions / Switch outs of units will be done on First In First Out (FIFO) basis. The above-mentioned load structure shall be equally applicable to the special facilities such as Systematic Withdrawal Plan (SWP) / Systematic Transfer Plan (STP) and Switches etc. However, no load shall be charged for switching between option / plan within the Scheme.
Note: TER specified are the actual expenses charged (i.e., effective rate) as at the end of the month.
SEBI Registered ESG Rating Provider (ERP)
Name is Stakeholders Empowerment Services (SES)
Since Inception
14.18%
5 Years
22.73%
3 Years
11.14%
1 Year
6.39%
Chirag Mehta
Rajorshi Palit
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.Note:Stamp Duty applicable on Investors subscription unit transactions including Switch in as per the rate mentioned in the Amendments to Indian Stamp Act, 1899TRANSACTION CHARGES: No Transaction Charges shall be deducted from the investment amount for applications received in the Regular PlanBrokerage and STT have been expensed out of the Scheme.Please click here for more details on taxation
a. Quantum Asset Management Company Pvt. Ltd. claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
b. Indian Rupee (INR) is the currency used to express performance and other statistics