Quantum India ESG Equity Fund

Inception DateJul 12, 2019

Expense Ratio1.00%

Asset Size (in Crore)59.05as on 30/04/2022

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

  • Rolling Return

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
NIFTY100 ESG TRI
(₹)
S&P BSE Sensex TRI
(₹)
Period Scheme
(₹)
Benchmark Additional Benchmark

Since Inception

Jul 12, 2019
to Apr 29, 2022
19.51%₹16,480 19.82%₹16,599

16.02%

₹15,165

1 Year

Apr 30, 2021
to Apr 29, 2022
13.38%₹11,334 19.77%₹11,971

18.24%

₹11,819
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 Apr 30, 2022
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).

() Rolling Return Duration:

No Data Found

Quantum India ESG Equity Fund

NIFTY100 ESG TRI

SBI 1 Year FD Interest Rate

The comparison with Fixed Deposits has been given for the purpose of general information / explanation purpose only. Unlike fixed deposit with Banks there is no capital protection guarantee or assurance of any return or insurance protection in Mutual Funds. Investments in Mutual Funds as compared to Fixed Deposits carry high risk, different tax treatment and subject to market risk. Investors are advised to take investments decision based on his / her investment objectives, risk appetite and arrive at informed decision before making any investment decision. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully

() Rolling Return Duration:

No Data Found

Quantum India ESG Equity Fund

Domestic Price of Gold

SBI 1 Year FD Intrest-Rate

The comparison with Fixed Deposits has been given for the purpose of general information / explanation purpose only. Unlike fixed deposit with Banks there is no capital protection guarantee or assurance of any return or insurance protection in Mutual Funds. Investments in Mutual Funds as compared to Fixed Deposits carry high risk, different tax treatment and subject to market risk. Investors are advised to take investments decision based on his / her investment objectives, risk appetite and arrive at informed decision before making any investment decision. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully
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 Folios7,146

  • Cut-Off Time03:00 PM

  • Benchmark IndexNIFTY100 ESG TRI

  • Additional Benchmark IndexS&P BSE Sensex TRI

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

  • Click here to Benchmark Index Methodology

Portfolio

as on 30/04/2022
  • Top 5 Holdings

  • Sector Allocation

Stock Name % of Net Assets
Infosys Ltd 4.76%
Tata Consultancy Services Ltd 4.75%
Tata Consumer Products Ltd 3.77%
Housing Development Finance Corporation Ltd 3.63%
Marico Ltd 3.45%
Other 79.64%

How to Invest

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Email Us at [email protected] 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 of scheme
Investors understand that their principal will be at Very High Risk
Riskometer of benchmark as of Apr 30, 2022
*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 Apr 30, 2022.
The Risk Level of the Benchmark Index in the Risk O Meter is basis it's constituents as on Apr 30, 2022.
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