Quantum India Esg Equity Fund Direct Plan Growth Option | Pros & Cons NAV(15.61)

Quantum India Esg Equity Fund Direct Plan Growth Option

Equity: Thematic-ESG

Fund Information

Objective

Very High Risk

Nifty 500

Benchmark

2019-07-12

Launched On

Type

--

Min SIP

500

Min Investment

54

AUM in Crores

0.93

Expense Ratio

1.00

Exit Load

Quantum Asset Management Company Private Limited

Fund House

Chirag Mehta, Sneha Joshi

Fund Managers

Quantum India Esg Equity Fund Direct Plan Option Pros & Cons

Pros

  • Quantum India Esg Equity Fund Direct Plan Growth Option is ranking 4th in last 5 years

Cons

  • Higher Expense Ratio

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Quantum India Esg Equity Fund Direct Plan Growth Option 
14.63
Nifty 500
18.3920.2315.211.9814.0211.52

Quantum India Esg Equity Fund Direct Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Quantum India Esg Equity Fund Direct Plan Growth Option 
Nifty 500
15.9768.86-21.7316.7451.34-1.4

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Quantum India Esg Equity Fund Direct Plan Growth Option 
-----
Nifty 500
-----
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
11.18
2020-03-11 - 2020-03-18
-16.16
Month2020-04-03 - 2020-05-03
18.68
2020-02-24 - 2020-03-24
-29.37
Quarter2020-03-23 - 2020-07-23
39.81
2019-12-04 - 2020-04-04
-27.62
Year2020-03-23 - 2021-03-23
97.42
2019-07-15 - 2020-07-15
-0.6

Portfolio

Stock NameSector% of Total Holdings
Tata Consultancy Services Ltd.Technology4.48
Infosys Ltd.Technology4.19
Housing Development Finance Corporation Ltd.Financials4.13
Wipro Ltd.Technology3.45
Tata Motors Ltd.Automobile and Ancillaries3.39
Marico Ltd.FMCG3.17
Tata Consumer Products Ltd.FMCG3.15
Tata Communications Ltd.Media and Communications3.12
HDFC Bank Ltd.Financials3.05
Havells India Ltd.Capital Goods3.02
Tata Chemicals Ltd.Chemicals2.98
Kotak Mahindra Bank Ltd.Financials2.58
Hindustan Unilever Ltd.FMCG2.48
Axis Bank Ltd.Financials2.35
TVS Motor Company Ltd.Automobile and Ancillaries2.27
Ambuja Cements Ltd.Construction2.16
ACC Ltd.Construction2.12
Nestle India Ltd.FMCG2.06
Gujarat Gas Ltd.Energy2.05
Rallis India Ltd.Chemicals2.01
Tech Mahindra Ltd.Technology2.01
Voltas Ltd.Consumer Durables1.82
Hero MotoCorp Ltd.Automobile and Ancillaries1.81
Maruti Suzuki India Ltd.Automobile and Ancillaries1.76
Mahindra & Mahindra Ltd.Automobile and Ancillaries1.66
ICICI Bank Ltd.Financials1.65
Power Grid Corporation Of India Ltd.Energy1.62
Colgate-Palmolive (India) Ltd.FMCG1.59
IndusInd Bank Ltd.Financials1.58
Kansai Nerolac Paints Ltd.Chemicals1.52
Asian Paints Ltd.Chemicals1.51
Syngene International Ltd.Miscellaneous1.48
Dabur India Ltd.FMCG1.38
Thermax Ltd.Capital Goods1.31
Dr. Lal Pathlabs Ltd.Healthcare1.3
Mphasis Ltd.Technology1.14
Castrol India Ltd.Automobile and Ancillaries1.13
Vinati Organics Ltd.Chemicals1.12
Shree Cement Ltd.Construction1.09
Crompton Greaves Consumer Electricals Ltd.Consumer Durables1.08
HCL Technologies Ltd.Technology0.99
Titan Company Ltd.Retail and Other Services0.99
Info Edge (India) Ltd.Technology0.97
Bosch Ltd.Automobile and Ancillaries0.96
Mahanagar Gas Ltd.Energy0.95
Bharat Petroleum Corporation Ltd.Energy0.84
The Indian Hotels Company Ltd.Travel0.82
Persistent Systems Ltd.Technology0.56
InfosysTechnology4.61
Tata Consultancy ServicesTechnology4.36
HDFCFinancial4.23
WiproTechnology3.63
MaricoFMCG3.39
Tata Consumer ProductsFMCG3.34
Tata ChemicalsChemicals3.3
Tata CommunicationsCommunication3.2
HDFC BankFinancial2.82
Kotak Mahindra BankFinancial2.72
Havells IndiaEngineering2.58
ACCConstruction2.48
Ambuja CementsConstruction2.39
Tech MahindraTechnology2.35
VoltasConsumer Durable2.34
TVS Motor CompanyAutomobile2.31
Hindustan UnileverFMCG2.3
Axis BankFinancial2.23
Tata MotorsAutomobile2.17
Nestle IndiaFMCG2.06
Gujarat GasEnergy1.91
Mahindra & MahindraAutomobile1.78
Rallis IndiaChemicals1.75
ICICI BankFinancial1.74
Power Grid CorporationEnergy1.65

AUM Yearly

Quantum India Esg Equity Fund Direct Plan Option Details

Quantum India Esg Equity Fund Direct Plan Growth Option is a mutual fund scheme launched by Quantum Asset Management Company Private Limited.This fund has been launched on 2019-07-12. Quantum India Esg Equity Fund Direct Plan Growth Option currently has 54 crores of assets under management (AUM) and has an expense ratio of 0.93 which is higher than what most other Large Cap funds charge.


Quantum India Esg Equity Fund Direct Plan Growth Option has given returns of 14.63% in the last 1 year and % in the last 3 years. And since launch the fund has given 18.43% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


The top holdings of the fund are Tata Consultancy Services Ltd. , Infosys Ltd. , Housing Development Finance Corporation Ltd. , Wipro Ltd. , Tata Motors Ltd.

Frquently Asked Questions

1. What is the NAV of Quantum India Esg Equity Fund Direct Plan Option?

The current Net Asset Value (NAV) of the Quantum India Esg Equity Fund Direct Plan Option is 15.61

2. Quantum India Esg Equity Fund Direct Plan Option Rolling Returns

The 3 year rolling returns of the Quantum India Esg Equity Fund Direct Plan Option:

  • Mean : %
  • Max : %
  • Min : %

3. How do I invest in Quantum India Esg Equity Fund Direct Plan Option?

  1. Click here Invest Now
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  3. Invest and enjoy the returns

Quantum India Esg Equity Fund Direct Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.