• Home
  • MF Research
  • Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth Option

Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth Option

Equity: Thematic-ESG Open Ended Scheme
Download Fund Card download share-white
arrow-up
NAV
₹ 22.93 ₹ 0.14 (0.61 %)
as on 22-06-2026
Asset Size (AUM)
91.64 Cr
Launch Date
Jul 05, 2019
Invest in this scheme
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. There is no assurance that the Investment Objective of the Scheme will be achieved.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Jul 05, 2019
arrow-up

12.68

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.26 %
Expense Ratio
2.18%
Volatility
11.36 %
Fund House
Quantum Mutual Fund
Fund Manager
Mr. Chirag Mehta, Mr. Rajorshi Palit
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
Exit Load
NIL- 10% of units If redeemed or switched out on or before 365 days from the date of allotment, 1% 1 Remaining 90% of units if redeemed or switched out on or before 365 days from the date of allotment, NIL – If redeemed or switched out after 365 days from the date of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth Option
Performance

Scheme Performance (%)

Data as on - 22-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth Option 05-07-2019 -4.18 0.37 9.09 8.05 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings