Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Quantum ESG Best In Class Strategy (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Treps ^
7.2%
TVS Motor Co Ltd
4.9%
Indian Hotels Co Ltd
4.8%
HDFC Bank Ltd
3.3%
Persistent Systems Ltd
3.1%
Tata Consumer Products Ltd
2.6%
Infosys Ltd
2.6%
Marico Ltd
2.5%
Tata Consultancy Services Ltd
2.4%
ICICI Lombard General Insurance Co Ltd
2.4%
Top industry exposure
Consumer Cyclical
24.9%
Financial Services
20.7%
Technology
17.1%
Consumer Defensive
9.0%
Industrials
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
21%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.