Inception DateJul 12, 2019
Expense Ratio1.00%
Asset Size (in Crore)13.09as on 31/10/2019
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.
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Cumulative Return
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Fund Performance
Fund Managed By
Sneha Joshi
Managing this fund since July 2019Fund Facts
No. Of Folios1,698
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Cut Off Time 03:00 PM
Benchmark IndexNIFTY100 ESG TRI
- Click here to Know the Exit Load
Click here to Download Fund Dashboard (XLSX)
Portfolio
Top 5 Holdings
Sector Allocation
| Stock Name | % of Net Assets |
|---|---|
| Housing Development Finance Corporation Ltd | 4.04% |
| HDFC Bank Ltd | 3.93% |
| Tata Consultancy Services Ltd | 3.92% |
| HCL Technologies Ltd | 3.83% |
| Shree Cement Ltd | 3.45% |
| Other | 80.83% |
How to Invest
Product label
Name of the Scheme
An Open ended equity scheme investing in companies following Environment, Social and Governance (ESG) theme
This product is suitable for investors who are seeking*
• Invests in shares of companies that meet Quantum's Environment, Social, Governance (ESG) criteria.