Quantum India ESG Equity Fund – Direct Growth

₹ 500
Min SIP
₹ 500
Min Lumpsum
0.97 %
Expense Ratio
Rating
70
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 8.3% 20% - 16.5%
Category Average 3.1% 4.4% - -

Scheme Allocation

By Holding
By Sector
By Asset
8.21%
4.13%
TCS
3.95%
Others
75.77%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 8.21%
TVS Motor Co. Automobile Equity 4.35%
Tata Comm Telecomm-Service Equity 4.13%
TCS IT - Software Equity 3.95%
Indian Hotels Co Hotels & Restaurants Equity 3.59%
ICICI Bank Banks Equity 3.51%
Tata Consumer Plantation & Plantation Products Equity 3.29%
Marico FMCG Equity 3.24%
Infosys IT - Software Equity 3.19%
Tata Chemicals Chemicals Equity 3.03%
Kotak Mah. Bank Banks Equity 2.83%
Syngene Intl. Pharmaceuticals Equity 2.71%
Tata Motors Automobile Equity 2.46%
Asian Paints Paints/Varnish Equity 2.35%
Wipro IT - Software Equity 2.27%
Havells India Consumer Durables Equity 2.16%
IndusInd Bank Banks Equity 2.15%
Maruti Suzuki Automobile Equity 2.14%
Axis Bank Banks Equity 2%
Persistent Sys IT - Software Equity 1.95%
Rallis India Agro Chemicals Equity 1.89%
Hero Motocorp Automobile Equity 1.8%
HCL Technologies IT - Software Equity 1.56%
Tech Mahindra IT - Software Equity 1.55%
Nestle India FMCG Equity 1.48%
Castrol India Chemicals Equity 1.48%
Thermax Capital Goods-Non Electrical Equipment Equity 1.48%
Titan Company Diamond, Gems and Jewellery Equity 1.44%
Colgate-Palmoliv FMCG Equity 1.38%
Hind. Unilever FMCG Equity 1.37%
Godrej Consumer FMCG Equity 1.32%
HDFC Life Insur. Insurance Equity 1.27%
Dabur India FMCG Equity 1.15%
Voltas Consumer Durables Equity 1.14%
Bosch Auto Ancillaries Equity 1.07%
Mahindra Logis. Logistics Equity 1.03%
Vinati Organics Chemicals Equity 1.02%
Mphasis IT - Software Equity 0.98%
M & M Automobile Equity 0.93%
Cams Services Miscellaneous Equity 0.9%
Dr Lal Pathlabs Healthcare Equity 0.83%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.82%
Federal Bank Banks Equity 0.78%
Kansai Nerolac Paints/Varnish Equity 0.77%
C D S L Miscellaneous Equity 0.76%
Crompton Gr. Con Consumer Durables Equity 0.67%
Eicher Motors Automobile Equity 0.22%
ICICI Pru Life Insurance Equity 0.1%
Banks
19.48%
IT-Software
15.45%
Automobiles
11.9%
Consumer Durables
8.53%
Agricultural Food & other
6.53%
Others
38.11%
View all Sectors
Sectors Asset
Banks 19.48%
IT-Software 15.45%
Automobiles 11.9%
Consumer Durables 8.53%
Agricultural Food & other 6.53%
Debt 4.78%
Telecom-Services 4.13%
Chemicals & Petrochemical 4.05%
Personal Products 3.85%
Leisure Services 3.59%
Healthcare Services 3.54%
Fertilisers & Agrochemica 1.89%
Capital Markets 1.66%
Food Products 1.48%
Electrical Equipments 1.48%
Petroleum Products 1.48%
Diversified FMCG 1.37%
Insurance 1.37%
Auto Components 1.07%
Transport Services 1.03%
Retailing 0.82%
Cash & Others 0.52%
Equity
94.7%
Reverse Repos
4.78%
Net Curr Ass/Net Receivables
0.52%
Others
0%

Advance Ratio

0.37
Alpha
3.8
SD
0.82
Beta
0.29
Sharpe

Exit Load

Exit Load 10% of units If redeemed or switched out on or before 365 days from the date of allotment - Nil Remaining 90% of units if redeemed or switched out on or before 365 days from the date of allotment- 1.00% Nil - If redeemed or switched out on or after 365 days from the date of allotment

Fund Objective

The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) criteria.

Fund Managers

Chirag Mehta - Commodities

Mr. Chirag Mehta completed his M.Com and MBA (Finance) from Mumbai University. Mr. Mehta has experience of over five years in the finance sector and relevant fields. Before working as a fund manager for Quantum, he worked as a coordinator with Electronic Data Systems (EDS) for Xerox.

Currently, Mr. Chirag Mehta manages the AUM of the Quantum Commodities fund.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Quantum Mutual Fund
AUM:
2,186 Cr
Address:
6th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
Contact:
022-61447800
Email ID:
customercare@QuantumAMC.com

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Frequently Asked Questions

How to invest in Quantum India ESG Equity Fund – Direct Growth ?

You can invest in Quantum India ESG Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Quantum India ESG Equity Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Quantum India ESG Equity Fund – Direct Growth ?

The NAV of Quantum India ESG Equity Fund – Direct Growth is ₹18.7 as of 18 August 2023.

How to redeem Quantum India ESG Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Quantum India ESG Equity Fund – Direct Growth?

The minimum SIP amount of Quantum India ESG Equity Fund – Direct Growth is ₹500

What are the top sectors Quantum India ESG Equity Fund – Direct Growth has invested in?

The top sectors Quantum India ESG Equity Fund – Direct Growth has invested in are
  1. Banks - 19.48%
  2. IT-Software - 15.45%
  3. Automobiles - 11.9%
  4. Consumer Durables - 8.53%
  5. Agricultural Food & other - 6.53%

Can I make investments in both the SIP and Lump Sum schemes of Quantum India ESG Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Quantum India ESG Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Quantum India ESG Equity Fund – Direct Growth generated ?

The Quantum India ESG Equity Fund – Direct Growth has delivered 16.5% since inception

What is the expense ratio of Quantum India ESG Equity Fund – Direct Growth ?

The expense ratio of Quantum India ESG Equity Fund – Direct Growth is 0.97 % as of 18 August 2023.

What is the AUM of Quantum India ESG Equity Fund – Direct Growth?

The AUM of Quantum India ESG Equity Fund – Direct Growth is ₹2,186 Cr as of 18 August 2023

What are the top stock holdings of Quantum India ESG Equity Fund – Direct Growth?

The top stock holdings of Quantum India ESG Equity Fund – Direct Growth are
  1. HDFC Bank - 8.21%
  2. TVS Motor Co. - 4.35%
  3. Tata Comm - 4.13%
  4. TCS - 3.95%
  5. Indian Hotels Co - 3.59%

How can I redeem my investments in Quantum India ESG Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Quantum India ESG Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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