QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION
Category: Equity: Thematic-ESG
Launch Date: 05-07-2019
AUM:
₹ 76.54 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 | 28.45 | 13.56 | - |
| NIFTY 100 ESG TRI | 33.52 | 14.83 | 17.71 |
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
22.8
Last change
0.13 (0.5702%)
Fund Size (AUM)
₹ 76.54 Cr
Performance
18.2% (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 (%) |
|---|---|
| TVS Motor Company Ltd. | 5.21 |
| The Indian Hotels Company Ltd. | 4.24 |
| HDFC Bank Ltd. | 4.05 |
| Others | 3.87 |
| Tata Consumer Products Ltd. | 3.41 |
| Tata Communications Ltd. | 3.01 |
| Havells India Ltd. | 2.86 |
| ICICI Bank Ltd. | 2.81 |
| Thermax Ltd. | 2.74 |
| Tata Consultancy Services Ltd. | 2.56 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile | 17.13 |
| Financial | 16.4 |
| Technology | 13.76 |
| Consumer Staples | 11.47 |
| Capital Goods | 6.85 |
| Services | 6.38 |
| Insurance | 5.85 |
| Chemicals | 4.9 |
| Healthcare | 4.62 |
| Consumer Discretionary | 4.56 |