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  • Quantum Mutual Fund
  • Quantum ESG Best In Class Strategy Fund (Growth)

Formerly Quantum India ESG Equity Reg Gr

Quantum Mutual Fund

Quantum ESG Best In Class Strategy Fund (Growth)

EquitySectoral / Thematic - Esg

21.21

NAV (Apr 22)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

21.21

NAV (Apr 22)

Fund Returns

Last 1Y
30.3%
Last 3Y
14.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
17%
6 Month CAGR
13.5%

Scheme Information

Investment 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.

Expense Ratio
2.09
Launched (5y ago)
Jul 12, 2019
AUM in Crores
80.076
ISIN
INF082J01390
Lock-in
No Lock-in
Benchmark
Nifty 100 ESG TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.5
Standard Deviation (5yr)
0
Beta (3yr)
0.79
Beta (5yr)
0
Sharpe Ratio (3yr)
0.742
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Sneha Joshi

Fund Manager

Chirag Mehta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quantum ESG Best In Class Strategy Fund (Growth)70%10,42,393 3,09,78114.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-22

Top Stock Holdings

treps ^

5.7%
5.7%

tvs motor co ltd

4.9%
4.9%

indian hotels co ltd

4.6%
4.6%

hdfc bank ltd

4.1%
4.1%

tata consumer products ltd

3.1%
3.1%
See all holdings

Allocation by Sector

consumer cyclical

24.5%
24.5%

financial services

22.8%
22.8%

technology

15.7%
15.7%

consumer defensive

10.8%
10.8%

industrials

6.2%
6.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Quantum Asset Management Co Pvt. Ltd.

Quantum Asset Management Co Pvt. Ltd. manages assets worth 2,361 crores and was set up on 19 September 2005. It's current offering of mutual fund schemes includes 9 equity,7 debt and 1 hybrid funds.amc-img
phone-img022-61447800
Fund NameScripbox Opinion
Till Date CAGR

5.6%

7.6%

2%

4.6%

2%

4.6%

18.8%

16.7%

5.3%

6.7%

Quantum ESG Best In Class Strategy Fund (G) Review

Quantum ESG Best In Class Strategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 17% over a period of 4 years. The fund was previously known as Quantum India ESG Equity Reg Gr. The fund is managed by Quantum Asset Management Co Pvt. Ltd.. The fund managers are Chirag Mehta, Sneha Joshi.

Nav of Quantum ESG Best In Class Strategy Fund (G) as of 4/22/2024 is ₹21.21 with the total AUM as of 4/23/2024 is ₹80.076. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum ESG Best In Class Strategy Fund (G) was launched on Jul 12, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for Quantum ESG Best In Class Strategy Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Quantum ESG Best In Class Strategy Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 ESG TR INR.

Quantum ESG Best In Class Strategy Fund (G) is rated as a 0 fund in Equity and delivered 30.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum ESG Best In Class Strategy Fund (G).

Frequently Asked Questions

What is Quantum ESG Best In Class Strategy Fund (G)?

Quantum ESG Best In Class Strategy Fund (G) is a Sectoral / Thematic - Esg Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Quantum ESG Best In Class Strategy Fund (G)?

You can invest in Quantum ESG Best In Class Strategy Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Quantum ESG Best In Class Strategy Fund (G)?

The minimum sip amount for Quantum ESG Best In Class Strategy Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Quantum ESG Best In Class Strategy Fund (G) good to invest in?

As per Scripbox experts, Quantum ESG Best In Class Strategy Fund (G) is a Not Reviewed Yet fund. You can investQuantum ESG Best In Class Strategy Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Quantum ESG Best In Class Strategy Fund (G)?

The expense ratio of the Quantum ESG Best In Class Strategy Fund (G) is 2.09% for regular plan.