Overview ( as on 20/12/24 )

NAV
₹23.78
Last change
₹-0.45 -0.02%
Fund Size (AUM)
90.15 Cr
Performance
17.72% (5Y)

Fund Details

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Quantum ESG Best In Class Strategy Fund Regular Growth
as of 20/12/24
AUM

90.15 Cr

Expense Ratio

2.1 %

Benchmark

Nifty 100 ESG TR INR

ISIN

INF082J01390

Fund Manager

Chirag Mehta

Exit Load

1.0% if redeemed within 0-365 days

0% if redeemed after 365 days


Fund Performance 1Y 3Y 5Y
Quantum ESG Best In Class Strategy Fund Regular Growth 19.44% 13.3% 17.72%
Nifty 100 ESG TR INR 24.05% 12.17% 17.89%

Top 10 Holdings

Indian Hotels Co Ltd

5.12%

TVS Motor Co Ltd

4.94%

HDFC Bank Ltd

3.9%

Persistent Systems Ltd

3.06%

Infosys Ltd

2.73%

Tata Consultancy Services Ltd

2.53%

Tata Communications Ltd

2.52%

Tata Consumer Products Ltd

2.52%

ICICI Bank Ltd

2.45%

ICICI Prudential Life Insurance Co Ltd

2.3%

Sector Allocation

Consumer Cyclical

25.77%

Financial

22.42%

Technology

18.75%

Consumer Defensive

10.32%

Industrials

7.23%

Basic Materials

6.41%

Healthcare

5.42%

Communication Services

2.7%

Energy

1.0%

Asset Allocation

  • 93%

    Equity
  • 7%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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