Quantum Asset Management Company Private Limited

Quantum India ESG Equity Fund - Regular Plan - Growth Option

EquityThematic - ESG
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return10.8%
  • 3 yr return24.4%
  • 5 yr return-
  • Expense Ratio1.72%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees63
  • NAVRupees17.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Achieve Long-Term Capital Appreciation By Investing In Share Of Companies That Meet Quantum'S Environment, Social And Governance (Esg) Criteria.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • TREPS 4.9
  • HDFC Bank Ltd* 4.6
  • Housing Development Finance Corporation Ltd* 4.6
  • Tata Consultancy Services Ltd* 4.3
  • TVS Motor Company Ltd* 4.1
  • The Indian Hotels Company Ltd* 3.4
  • Axis Bank Ltd* 3.4
  • ICICI Bank Ltd* 3.3
  • Kotak Mahindra Bank Ltd* 3.3
  • Tata Communications Ltd* 3.2
  • Infosys Ltd* 3.2
  • Sectors %
  • Banks16.7
  • Internet and Technology16.3
  • Automobiles13
  • Consumer Durables7.7
  • Agriculture6.2

Fund House