- Mutual Funds
- Quantum Mutual Fund
- Quantum ESG Best In Class Strategy Fund (Growth)
Formerly Quantum India ESG Equity Reg Gr
Quantum ESG Best In Class Strategy Fund (Growth)
₹ 21.26
NAV (May 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.26
NAV (May 6)
Fund Returns
Last 1Y | 27.7% |
Last 3Y | 13.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.9% |
6 Month CAGR | 14.4% |
Scheme Information
Scheme Information Document
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) | 0.737 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum ESG Best In Class Strategy Fund (Growth) | 10,26,205 | 2,93,593 | 13.6% | |
| 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
treps ^
5.7%tvs motor co ltd
4.9%indian hotels co ltd
4.6%hdfc bank ltd
4.1%tata consumer products ltd
3.1%Allocation by Sector
consumer cyclical
24.5%financial services
22.8%technology
15.7%consumer defensive
10.8%industrials
6.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,475 cr | ||
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Quantum Asset Management Co Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 7.7% | ||
2% | 4.7% | ||
2% | 4.7% | ||
18.1% | 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 16.9% 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 5/6/2024 is ₹21.26 with the total AUM as of 5/7/2024 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 27.7% 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)?
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.