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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.85 | 55.01 | 1.59 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 47.89 | 1.38 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY100 ESG - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Quantum ESG Best In Class Strategy Fund | 26.05% | 14.18% | 19.14% |
ICICI Pru India Opp Fund | 31.30% | 27.96% | 25.06% |
HDFC Manufacturing Fund | — | — | — |
SBI Innovative Opportunities Fund | — | — | — |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
5.12 %
Holdings
4.94 %
Holdings
3.90 %
Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.
No.of Schemes
11
Total AUM
₹ 2,593.25 Cr.
Chirag Mehta
AUM: ₹550.24 Cr.
|
Exp: 5yrs
Rajorshi Palit
AUM: ₹90.15 Cr.
|
Exp: 3.9yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%