no icon
no icon
amc icon

Quantum India Esg Equity Fund Direct Plan - Growth

Equity | Thematic - ESG

(NAV as of 17/05/2024)
22.39 (0.54)

3Y Returns

14.51%

Min SIP

100

Min Lumpsum

500

Expense Ratio

0.83%

Fund Size

81 Cr

Inception Date

12-Jul-19

Fund Manager

Chirag Mehta

Exit Load

Nil upto 10% of units and 1% for remaining units on or before 365D, Nil after 365D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

95.10%

Debt & Others

4.90%

Market Cap Allocation

Large Cap

62.07%

Mid Cap

25.09%

Small Cap

7.93%

Other Cap

4.90%

Sector Allocation

Automobiles

17.26%

Banks

16.41%

Internet and Technology

16.07%

Consumer Durables

7.50%

Cash/Deposits/Margins/Treps/Repo/Swaps

6.52%

Top Ten Holdings

HDFC Bank Ltd

6.01%

TREPS

5.87%

TVS Motor Company Ltd

5.36%

Indian Hotels Co. Ltd

4.00%

Tata Consumer Products Ltd

3.39%

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.

Fund House Detail

AMC Name

Quantum Asset Management Company Private Limited

Address

7th Floor, Hoechst House,Nariman PointMumbai - 400 021

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.