Quantum India ESG Equity Fund Regular Growth
Medium
Risk
Equity
Other
+
14.32
%
14.32
%
3Y annualised
+
0.84
%
0.84
%
1D
1M
6M
1Y
3Y
All
Fund size
234
NAV:
Mar 7, 2024
21.71
Sector
Tech
Type
Equity
Launched
Jul 2019
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
6.01
%
TVS Motor Co Ltd
5.36
%
Indian Hotels Co Ltd
4
%
Tata Consumer Products Ltd
3.39
%
ICICI Bank Ltd
2.95
%
Tata Motors Ltd
2.86
%
Infosys Ltd
2.83
%
Tata Communications Ltd
2.68
%
Persistent Systems Ltd
2.66
%
Tata Consultancy Services Ltd
2.65
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Quantum India ESG Equity Fund Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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