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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.3% | 20% | - | 16.5% | ||||
| Category Average | 3.1% | 4.4% | - | - |
Scheme Allocation
By Holding
By Sector
By Asset
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
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,917
-
32.9%Fund Size - 2,917
-
40.8%Fund Size - 2,917
-
19.8%Fund Size - 2,917
-
- Equity .
- Sectoral / Thematic .
-
- 1,486
-
29.3%Fund Size - 1,486
-
36.9%Fund Size - 1,486
-
17.4%Fund Size - 1,486
-
- Equity .
- Sectoral / Thematic .
-
- 110
-
19.6%Fund Size - 110
-
32.7%Fund Size - 110
-
16.6%Fund Size - 110
-
- Equity .
- Sectoral / Thematic .
-
- 989
-
26.4%Fund Size - 989
-
29%Fund Size - 989
-
15.4%Fund Size - 989
-
- Equity .
- Sectoral / Thematic .
-
- 10,722
-
7%Fund Size - 10,722
-
28.8%Fund Size - 10,722
-
21.1%Fund Size - 10,722
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
More Funds from Quantum Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Other .
- FoFs Domestic .
-
- 53
-
8.5%Fund Size - 53
-
9%Fund Size - 53
-
8.8%Fund Size - 53
-
- Equity .
- Value .
-
- 930
-
11.8%Fund Size - 930
-
22.1%Fund Size - 930
-
10.6%Fund Size - 930
-
- Equity .
- ELSS .
-
- 137
-
11.9%Fund Size - 137
-
22.1%Fund Size - 137
-
10.7%Fund Size - 137
-
- Other .
- FoFs Domestic .
-
- 100
-
9.9%Fund Size - 100
-
19.6%Fund Size - 100
-
10.8%Fund Size - 100
-
- Other .
- FoFs Domestic .
-
- 91
-
11.7%Fund Size - 91
-
1.7%Fund Size - 91
-
13.5%Fund Size - 91
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
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
- Banks - 19.48%
- IT-Software - 15.45%
- Automobiles - 11.9%
- Consumer Durables - 8.53%
- 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
- HDFC Bank - 8.21%
- TVS Motor Co. - 4.35%
- Tata Comm - 4.13%
- TCS - 3.95%
- 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.
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.