QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION
Category: Equity: Thematic-ESG
Launch Date: 05-07-2019
AUM:
₹ 81.17 Cr
Expense Ratio
2.09%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF082J01390
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Chirag Mehta, Sneha Joshi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 25.0 | 13.99 | - |
| NIFTY 100 ESG TRI | 29.92 | 15.61 | 17.38 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
21.3
Last change
0.15 (0.7042%)
Fund Size (AUM)
₹ 81.17 Cr
Performance
16.89% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) criteria.
Fund Manager
Chirag Mehta, Sneha Joshi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 5.18 |
| TVS Motor Company Ltd. | 4.64 |
| The Indian Hotels Company Ltd. | 4.41 |
| HDFC Bank Ltd. | 4.2 |
| Tata Consumer Products Ltd. | 3.36 |
| Tata Communications Ltd. | 2.99 |
| ICICI Bank Ltd. | 2.82 |
| Maruti Suzuki India Ltd. | 2.75 |
| Tata Consultancy Services Ltd. | 2.73 |
| Havells India Ltd. | 2.45 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile | 16.47 |
| Financial | 16.18 |
| Technology | 14.26 |
| Consumer Staples | 11.19 |
| Services | 6.45 |
| Insurance | 5.97 |
| Capital Goods | 5.79 |
| Chemicals | 5.01 |
| Others | 4.99 |
| Healthcare | 4.78 |