Quantum India ESG Equity Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.15
• Std Deviation 12.55%
• Tracking Error 0.00%

To achieve long-term capital appreciation by investing in share of companies that meet Quantum’s Environment, Social and Governance (ESG) criteria. The sustainability objectives of the ESG strategy are: a. Achieving positive and above-average ESG profile b. Mitigating ESG risks and harnessing ESG opportunities, and c. Influencing overall positive behavior by investing in companies that promote sustainable products and services.

The Quantum India ESG Equity Fund Regular Growth has an AUM of 191.73 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.72%. The minimum investment in Quantum India ESG Equity Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, TVS Motor Co, Treps ^ & Indian Hotels Company.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Personal & Household Prods. & Recreational Products.

Some of the similar funds are Quantum India ESG Equity Fund Regular Growth, Aditya Birla Sun Life ESG Fund Regular Growth, Invesco India ESG Equity Fund Regular Growth, Quant ESG Equity Fund Regular Growth, Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth. Quantum India ESG Equity Fund Regular Growth has a sharpe ratio of 1.15 & a standard deviation of 12.55%.