- Mutual Funds
- Quantum Mutual Fund
- Quantum ESG Best In Class Strategy Fund Direct Growth
Quantum ESG Best In Class Strategy Fund Direct Plan Growth
₹ 23.99
NAV (May 02)
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Quantum ESG Best In Class Strategy Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment5,37,427
Wealth Gained12,70,039
Total Corpus Created (₹)
With CAGR of 21.57 % in 5 yearsHistorical NAV
₹ 23.99
NAV (May 2)
Fund Returns
Last 1Y | 8.1% |
Last 3Y | 13.4% |
Last 5Y | 21.6% |
Last 10Y | - |
Since Inception | 16.3% |
6 Month CAGR | -3.7% |
Scheme Information
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
Expense Ratio | 0.74 % |
Launched 5Y ago | 2019-07-12 |
AUM in Crores | 91.9 |
ISIN | INF082J01382 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 100 ESG Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.5 |
Beta | 0.9 |
Sharpe Ratio | 0.4 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum ESG Best In Class Strategy Fund Direct (G) | 12,70,039 | 5,37,427 | 21.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
TVS Motor Company Ltd.
5.22%Others
4.97%The Indian Hotels Company Ltd.
4.21%HDFC Bank Ltd.
3.57%Tata Consumer Products Ltd.
3.2%
Allocation by Sector
Financial
16.21%Automobile
15.1%Technology
14.98%Consumer Staples
9.23%Capital Goods
7.44%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 27,730 cr |
About the AMC
Quantum Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8.7% | 8.2% | ||
18.7% | 16.7% | ||
6.6% | 6.8% | ||
18.6% | 14.2% | ||
13.4% | 16.3% |
Quantum ESG Best In Class Strategy Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment5,37,427
Wealth Gained12,70,039
Total Corpus Created (₹)
With CAGR of 21.57 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Quantum ESG Best In Class Strategy Fund Direct Plan Growth?
What is the current AUM of Quantum ESG Best In Class Strategy Fund Direct Growth?
What is the latest NAV of Quantum ESG Best In Class Strategy Fund Direct Growth?
What is the Riskometer rating for Quantum ESG Best In Class Strategy Fund Direct Plan Growth?
Which are the top sector holdings in Quantum ESG Best In Class Strategy Fund Direct Plan?
Which are the top stock holdings in Quantum ESG Best In Class Strategy Fund Direct Plan?
What is the asset allocation of Quantum ESG Best In Class Strategy Fund Direct Plan Growth?
What has been the performance of Quantum ESG Best In Class Strategy Fund Direct Growth returns?
Does Quantum ESG Best In Class Strategy Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Quantum ESG Best In Class Strategy Fund Direct Plan Growth?
How to invest in Quantum ESG Best In Class Strategy Fund Direct Growth?
How can I redeem my investment in Quantum ESG Best In Class Strategy Fund Direct Plan?