Companies focusing on ESG (Environment, Social, Governance) practices are benefiting in equity markets as they bring in business efficiencies, lesser penalties, higher goodwill, attracting more capital with lesser volatility.
ESG investing has made a dynamic shift in the equity investing space. More and more investors are realizing the potential of ESG funds to deliver risk adjusted returns and potential to cope with inflation. However, you need to make sure that the fund you are considering investing in is true to its label. Invest in one of India’s first ESG themed equity mutual funds that has a strong track record.
ESG investing evaluates companies based on non-financial parameters (Environmental, Social & Governance) that have material impact on its future performance.
Climate Change
GHG Emissions
Water Stewardship
Renewable Energy
Waste Management
Labor Practices
Corporate Social Responsibility
Stakeholders Opposition
Product Liability
Privacy & Data security
Minority Shareholder Treatment
Board Independence
Executive Compensation Corruption
Business Ethics & Fraudulency Cases
Stakeholder Engagement
Reasons to invest in
Strengthen Equity Investments Quantum India ESG Fund to help you contribute towards a more sustainable future.
One of India’s 1st
ESGThemed
Mutual Fund
Well diversified equity
portfolio with potential
to beat inflation
Long-term capital appreciation by
investing in companies that follow ESG criteria.
Responsible investing with
a meaningful impact
on environment
Quantum Mutual Fund is India's first direct-to-investor Mutual Fund that offers simple and easy-to-understand investment products for thoughtful investors.
Investor First
Putting your needs first instead of chasing bottom lines. We are “Asset Managers” not “Asset Gatherers”.
Simple Investment Solutions
Cuts through clutter to offer you a one-stop-shop for all your investment needs.
Walk the Talk
We say as we do and do as we say, the cornerstone being integrity and transparency.
Changemakers
We have a series of firsts when it comes to leading and delivering on industry better practices.
| Performance of the Scheme | Direct Plan | |||||
| Quantum ESG Best In Class Strategy Fund - Growth Option | ||||||
| Current Value ?10,000 Invested at the beginning of a given period | ||||||
| Period | Scheme Returns (%) | Tier 1 - Benchmark# Returns (%) | Additional Benchmark Returns (%)## | Scheme Returns () | Tier 1 - Benchmark# Returns () | Additional Benchmark Returns () ## |
| Since Inception (12th Jul 2019) | 16.92% | 15.10% | 14.65% | 19,110 | 17,905 | 17,616 |
| August 31, 2020 to August 31, 2023 (3 years) | 20.99% | 19.46% | 20.30% | 17,711 | 17,049 | 17,410 |
| August 30, 2022 to August 31, 2023 (1 year) | 10.94% | 5.37% | 10.31% | 11,098 | 10,539 | 11,034 |
#NIFTY100 ESG TRI, ##S&P BSE Sensex TRI.
Past performance may or may not be sustained in the future.
Load is not taken into consideration in Scheme returns calculation.
Different Plans shall have a different expense structure.
Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR)
The Scheme is co-managed by Chirag Mehta and Sneha Joshi. Click here for performance details of other funds managed by them.
| Name of the Scheme | This product is suitable for Investors who are seeking* | Risk-o-meter of Scheme | Risk-o-meter of Tier I Benchmark |
|---|---|---|---|
| Quantum ESG Best In Class Strategy Fund (An Open ended equity scheme investing in companies following Environment, Social and Governance (ESG) theme) Tier I Benchmark: NIFTY100 ESG TRI | • Long term capital appreciation • Invests in shares of companies that meet Quantum's Environment, Social, Governance (ESG) criteria. |  Investors understand that their principal will be at Very High Risk. | |
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Note: Name of Quantum India ESG Equity Fund has been changed to Quantum ESG Best In Class Strategy Fund effective 1st February, 2024.
Thank you for your interest in Quantum Mutual Fund!
Our representative would get in touch with you from 022- 68293867. Alternatively, you can take the discussion forward with us by resuming online or calling us at +91 81049 60348.