Overview ( as on 04/10/24 )

NAV
₹24.98
Last change
₹-0.22 -0.01%
Fund Size (AUM)
91.31 Cr
Performance
20.14% (5Y)

Fund Details

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Quantum ESG Best In Class Strategy Fund Regular Growth
as of 04/10/24
AUM

91.31 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 34.19% 14.02% 20.14%
Nifty 100 ESG TR INR 39.79% 14.44% 20.8%

Top 10 Holdings

TVS Motor Co Ltd

5.64%

Indian Hotels Co Ltd

4.12%

HDFC Bank Ltd

3.51%

Tata Consumer Products Ltd

3.26%

Infosys Ltd

2.82%

Tata Communications Ltd

2.78%

Persistent Systems Ltd

2.74%

Tata Consultancy Services Ltd

2.67%

ICICI Prudential Life Insurance Co Ltd

2.54%

ICICI Lombard General Insurance Co Ltd

2.31%

Sector Allocation

Consumer Cyclical

26.18%

Financial

22.81%

Technology

17.45%

Consumer Defensive

11.8%

Industrials

7.4%

Basic Materials

5.21%

Healthcare

4.91%

Communication Services

2.94%

Energy

1.29%

Asset Allocation

  • 94%

    Equity
  • 6%

    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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