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QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION

Category: Equity: Thematic-ESG Launch Date: 05-07-2019
AUM:

₹ 91.64 Cr

Expense Ratio

2.18%

Benchmark

NIFTY 100 ESG TRI

ISIN

INF082J01390

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Mr. Chirag Mehta, Mr. Rajorshi Palit

Fund Performance 1Y (%) 3Y (%) 5Y (%)
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION -9.07 7.94 7.37
NIFTY 100 ESG TRI -2.45 12.09 9.86
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
21.95
Last change
0.18 (0.82%)
Fund Size (AUM)
₹ 91.64 Cr
Performance
12.04% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies identified based on the Environment, Social and Governance (ESG) theme following Best in Class Strategy. There is no assurance that the Investment Objective of the Scheme will be achieved.

Fund Manager
Mr. Chirag Mehta, Mr. Rajorshi Palit
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
TREPS 8.59
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 5.32
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.31
MARICO LIMITED NEW EQ RE.1 3.54
Bajaj Finance Limited 3.08
Kotak Mahindra Bank Limited 2.96
Persistent Systems Ltd 2.94
ICICI LOMBARD GEN INSURANCE CO LTD EQ 2.81
HDFC LIFE INSURANCE COMPANY LIMITED EQ 2.68
VA TECH WABAG LIMITED EQ NEW RS. 2/- 2.48

Sector Allocation

Sector Holdings (%)
Financial Services 13.8
Automobile and Auto Components 9.02
Consumer Durables 6.21
Information Technology 4.77
Fast Moving Consumer Goods 3.25
Healthcare 2.47
Capital Goods 2.47
Utilities 2.26
Chemicals 2.03
Oil, Gas & Consumable Fuels 0.93

Peer Comparison

Scheme Name 5Y (%)
Quantum ESG Best In Class Strategy Reg Gr 7.37