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Fund Overview of Quantum Esg Best In Class Strategy Fund Direct-growth
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₹91.6 CrAUM
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₹24.25NAV
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0.74%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Quantum Esg Best In Class Strategy Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 5.90% | NA | 1.93% |
| 6 Months | -4.57% | NA | 9.88% |
| 1 Year | -3.73% | -3.73% | -1.38% |
| 2 Years | 2.27% | 1.13% | 17.04% |
| 3 Years | 32.74% | 9.90% | 15.48% |
| 5 Years | 53.64% | 8.97% | 17.71% |
Compare Quantum Esg Best In Class Strategy Fund Direct-growth with other mutual funds in the same category
Quantum Esg Best In Class Strategy Fund Direct-growth
Quant Esg Integration Strategy Fund Direct-growth
Quant Esg Integration Strategy Fund Direct-idcw
Asset Allocation
equities
98.09%other assets or cash equivalents
1.91%Quantum Esg Best In Class Strategy Fund Direct-growth is one Equity mutual fund offered by Quantum Mutual Fund. Launched on 12 Jul 2019, the fund aims Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy. It manages assets worth ₹91.6 crore as on Sun May 31, 2026. The expense ratio stands at 0.74%. Fund Manager Manager Education Fund Manager Manager EducationAbout Quantum Esg Best In Class Strategy Fund Direct-growth
The portfolio allocation consists of 98.09% in equities, 1.91% in other assets or cash equivalents.Managed by Chirag Mehta, it has delivered a return of -3.73% in the last year, a total return since inception of 13.62%.
Choosing an appropriate best sip in india plays an important part for systematic investing.
Key Metrics of Quantum Esg Best In Class Strategy Fund Direct-growth
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Standard Deviation15.26%
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Sharpe Ratio0.32%
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Alpha-0.99%
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Beta1.02%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Esg Integration Strategy Fund Direct-growth  |
₹294 | 6.86% | 24.91% | 16.21% | 21.06% | 21.30% |
| Quant Esg Integration Strategy Fund Direct-idcw |
₹294 | 6.86% | 24.91% | 16.21% | 21.06% | 21.30% |
| Quant Esg Integration Strategy Fund Regular-growth |
₹294 | 6.72% | 24.42% | 14.47% | 19.17% | 19.41% |
| Quant Esg Integration Strategy Fund Regular-idcw |
₹294 | 6.72% | 24.42% | 14.47% | 19.17% | 19.41% |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-growth |
₹1,319 | 1.71% | 4.29% | -4.27% | 15.05% | 11.84% |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-idcw |
₹1,319 | 1.71% | 4.29% | -4.27% | 15.05% | 11.84% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹5,249 | 3.75% | 6.37% | -0.07% | 11.20% | 10.86% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-idcw |
₹5,249 | 3.75% | 6.37% | -0.07% | 11.20% | 10.86% |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-growth |
₹559 | 2.82% | 5.22% | 0.42% | 12.86% | 10.63% |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-idcw |
₹559 | 2.82% | 5.22% | 0.42% | 12.86% | 10.63% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Quantum Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Quantum Esg Best In Class Strategy Fund Regular-growth
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₹92 | 1.93% | 5.49% | -5.22% | -5.10% | 8.45% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Esg Exclusionary Strategy Fund-growth |
₹5,249 | ₹236.28 | 10.52% | 10.15% | 11.91% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹5,249 | ₹260.29 | 11.20% | 10.86% | 12.74% |
| SBI Esg Exclusionary Strategy Fund-idcw |
₹5,249 | ₹73.90 | 10.52% | 10.15% | 11.91% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-idcw |
₹5,249 | ₹93.44 | 11.20% | 10.86% | 12.74% |
| ICICI Prudential Esg Exclusionary Strategy Fund-growth |
₹1,319 | ₹21.02 | 13.73% | 10.46% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-growth |
₹1,319 | ₹22.63 | 15.05% | 11.84% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund-idcw |
₹1,319 | ₹14.29 | 13.73% | 10.46% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-idcw |
₹1,319 | ₹15.73 | 15.05% | 11.84% | - |
| Axis Esg Integration Strategy Fund Regular-growth |
₹1,062 | ₹20.80 | 9.03% | 7.20% | - |
| Axis Esg Integration Strategy Fund Direct-growth |
₹1,062 | ₹22.50 | 10.06% | 8.43% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Tvs Motor Company Ltd | Consumer Discretionary | 5.15% | ₹4.72 Cr |
| Hdfc Bank Ltd | Financial | 4.19% | ₹3.84 Cr |
| Marico Ltd | Consumer Staples | 3.78% | ₹3.46 Cr |
| Persistent Systems Ltd | Technology | 3.21% | ₹2.94 Cr |
| Bajaj Finance Ltd | Financial | 3.11% | ₹2.85 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 3.03% | ₹2.78 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.99% | ₹2.74 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.98% | ₹2.73 Cr |
| The Federal Bank Ltd | Financial | 2.70% | ₹2.48 Cr |
| Hitachi Energy India Ltd | Industrials | 2.70% | ₹2.48 Cr |
| Va Tech Wabag Ltd | Energy & Utilities | 2.53% | ₹2.32 Cr |
| Computer Age Management Services Ltd | Financial | 2.38% | ₹2.18 Cr |
| Infosys Ltd | Technology | 2.33% | ₹2.14 Cr |
| Bajaj Finserv Ltd | Financial | 2.30% | ₹2.11 Cr |
| Bosch Ltd | Consumer Discretionary | 2.26% | ₹2.07 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.25% | ₹2.06 Cr |
| Icici Prudential Life Insurance Company Ltd | Financial | 2.17% | ₹1.98 Cr |
| Ion Exchange (india) Ltd | Industrials | 1.97% | ₹1.80 Cr |
| Repo | Unspecified | 1.95% | ₹1.78 Cr |
| Central Depository Services (india) Ltd | Financial | 1.93% | ₹1.77 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Esg Integration Strategy Fund Direct-growth |
₹41.31 | 21.06% | 21.30% | - |
| Quant Esg Integration Strategy Fund Direct-idcw |
₹41.26 | 21.06% | 21.30% | - |
| Quant Esg Integration Strategy Fund Regular-growth |
₹37.88 | 19.17% | 19.41% | - |
| Quant Esg Integration Strategy Fund Regular-idcw |
₹37.70 | 19.17% | 19.41% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-growth |
₹22.63 | 15.05% | 11.84% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-idcw |
₹15.73 | 15.05% | 11.84% | - |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹260.29 | 11.20% | 10.86% | - |
| SBI Esg Exclusionary Strategy Fund Direct Plan-idcw |
₹93.44 | 11.20% | 10.86% | - |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-growth |
₹18.96 | 12.86% | 10.63% | - |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-idcw |
₹15.40 | 12.86% | 10.63% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Quantum Esg Best In Class Strategy Fund Direct-growth
What is the current AUM of Quantum Esg Best In Class Strategy Fund Direct-growth?
As of Sun May 31, 2026, Quantum Esg Best In Class Strategy Fund Direct-growth manages assets worth ₹91.6 crore
How has Quantum Esg Best In Class Strategy Fund Direct-growth performed recently?
- 3 Months: 5.90%
- 6 Months: -4.57%
What is the long-term performance of Quantum Esg Best In Class Strategy Fund Direct-growth?
- 3 Years CAGR: 9.90%
- 5 Years CAGR: 8.97%
- Since Inception: 13.62%
What is the portfolio composition of Quantum Esg Best In Class Strategy Fund Direct-growth?
Equity: 98.09%, Others: 1.91%.
Who manages Quantum Esg Best In Class Strategy Fund Direct-growth?
Quantum Esg Best In Class Strategy Fund Direct-growth is managed by Chirag Mehta from Quantum Mutual Fund.
What is the market-cap allocation of Quantum Esg Best In Class Strategy Fund Direct-growth?
Large Cap: 43.40%, Mid Cap: 27.17%, Small Cap: 29.43%.
Which are the top companies Quantum Esg Best In Class Strategy Fund Direct-growth has invested in?
- TVS Motor Company Ltd – 5.15% of the fund's portfolio
- HDFC Bank Ltd – 4.19% of the fund's portfolio
- Marico Ltd – 3.78% of the fund's portfolio
- Persistent Systems Ltd – 3.21% of the fund's portfolio
- Bajaj Finance Ltd – 3.11% of the fund's portfolio
Which are the major sectors Quantum Esg Best In Class Strategy Fund Direct-growth focuses on?
- Financial – 27.78% of the fund's portfolio
- Consumer Discretionary – 9.66% of the fund's portfolio
- Technology – 5.54% of the fund's portfolio
- Industrials – 4.67% of the fund's portfolio
- Consumer Staples – 3.78% of the fund's portfolio
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Past performance may not be indicative of future results.
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