Quantum India ESG Equity Fund

Inception DateJul 12, 2019

Expense Ratio1.00%

Asset Size (in Crore)52.99as on 30/09/2021

Minimum Investment 500

About the Fund

The Quantum India ESG Equity Fund invests in companies that are focused on conserving the environment, positively impacting communities that they operate in, and conducting business ethically. These sustainable businesses are not only environmentally and socially responsible but also make great sense as investments as we look to build wealth over the long term.

Read the Product Brochure - English


5 Reasons why you should invest in the Quantum India ESG Equity Fund

  • 1. Offers a solution for investing in businesses where sustainable practices drive long term performance.
  • 2. Invests based on a comprehensive research on Environmental, Social and Governance or ESG aspects.
  • 3. An innovative fund to have exposure to good quality sustainable companies with low volatility and downside risk.
  • 4. Well diversified portfolio that follows a disciplined investment process in portfolio selection.
  • 5. Follows all the risk and liquidity controls on investing.
  • Cumulative Return

  • Fund Performance

Your investment of ₹ since

is valued at ₹50000 (As on 30 Apr 2019)

Fund Performance - Quantum India ESG Equity Fund

Benchmark Performance - NIFTY100 ESG TRI

Additional Benchmark Performance - S&P BSE Sensex TRI

Your Investment of ₹10,000 in this would have performed as below table with respect to benchmarks
Benchmark Additional Benchmark
Period Scheme
(₹)
NIFTY100 ESG TRI
(₹)
S&P BSE Sensex TRI
(₹)

Since Inception

Jul 12, 2019
to Sep 30, 2021
27.87%₹17,280 27.67%₹17,219

22.32%

₹15,656

1 Year

Sep 30, 2020
to Sep 30, 2021
59.85%₹15,985 63.34%₹16,334

56.96%

₹15,696
Past performance may or may not be sustained in the future. Load is not taken into consideration in Scheme returns calculation.
Quantum India ESG Equity Fund Performance as on September 30th,2021.
Different Plans shall have a different expense structure.
Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
Fund Managed By
Chirag Mehta

Chirag Mehta

Managing this fund since July 2019 Performance details of other funds managed by him
Sneha Joshi

Sneha Joshi

Managing this fund since July 2019
Fund Facts
  • No. Of Folios6,099

  • Cut-Off Time03:00 PM

  • Benchmark IndexNIFTY100 ESG TRI

  • Click here to Know the Exit Load
  • Click here to Download Fund Dashboard (XLSX)

Portfolio

as on 30/09/2021
  • Top 5 Holdings

  • Sector Allocation

Stock Name % of Net Assets
Tata Consultancy Services Ltd 4.61%
Infosys Ltd 4.23%
Housing Development Finance Corporation Ltd 4.08%
Wipro Ltd 3.64%
Tata Chemicals Ltd 3.43%
Other 80.01%

How to Invest

Invest Online in 3 simple steps. Click here to Get Started and plan your Asset Allocation!.
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Transact on Stock Exchanges (BSE and NSE) Through Your Demat Account
Investing is as simple as sending an SMS to us! Send a simple Message to 9243223863 to invest in Quantum Equity, Debt and Gold savings funds
Email Us at Transact@QuantumAMC.com Or Send us a Fax on 1800 22 3864
Visit our Office Or Karvy Centers Or Call Us on 1800 209 3863/1800 22 3863

Product label

Name of the Scheme
Quantum India ESG Equity Fund

An Open ended equity scheme investing in companies following Environment, Social and Governance (ESG) theme
This product is suitable for investors who are seeking*
• Long term capital appreciation

• Invests in shares of companies that meet Quantum's Environment, Social, Governance (ESG) criteria.
Riskometer
Investors understand that their principal will be at Very High Risk
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
The Risk Level of the Scheme in the Risk O Meter is based on the portfolio of the scheme as on Sep 30, 2021.
Click Here for a step-by-step
walkthrough of various types
of transactions on our portal.
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