Quantum Mutual Fund

Quantum ESG Best In Class Strategy Fund Regular Plan Growth

₹ 22.81

NAV (May 02)

20.458%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

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
2.09 %
Launched 5Y ago
2019-07-12
AUM in Crores
91.9
ISIN
INF082J01390
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
0.3
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

TVS Motor Company Ltd.

5.22%
5.22%

Others

4.97%
4.97%

The Indian Hotels Company Ltd.

4.21%
4.21%

HDFC Bank Ltd.

3.57%
3.57%

Tata Consumer Products Ltd.

3.2%
3.2%
See all holdings
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Allocation by Sector

Financial

16.21%
16.21%

Automobile

15.1%
15.1%

Technology

14.98%
14.98%

Consumer Staples

9.23%
9.23%

Capital Goods

7.44%
7.44%
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Quantum ESG Best In Class Strategy Fund Regular Plan Growth Review

Quantum ESG Best In Class Strategy Fund Regular Plan Growth is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 15.25% over 5 years. The fund has grown over a period of 5 years. The fund is managed by Quantum Mutual Fund. The fund managers are Chirag Mehta, Rajorshi Palit, Sneha Joshi.

Nav of Quantum ESG Best In Class Strategy Fund as of 5/2/2025 is ₹22.81 with the total AUM as of 5/4/2025 is ₹91.9. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum ESG Best In Class Strategy Fund was launched on 2019-07-12. The category risk of the fund is Very High.

The minimum SIP amount for Quantum ESG Best In Class Strategy Fund Regular Plan Growth 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 Regular Growth 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 Total Return Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum ESG Best In Class Strategy Fund.

Frequently Asked Questions

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