Quantum ESG Best In Class Strategy Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.58
• Std Deviation 11.93%
• Tracking Error 0.00%

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.

The Quantum ESG Best In Class Strategy Fund Regular Growth has an AUM of 102.57 crores & has delivered CAGR of 11.20% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.18%. The minimum investment in Quantum ESG Best In Class Strategy Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include TVS Motor Company, HDFC Bank, Indian Hotels Company & Persistent Systems.

The major sectors where the fund is invested are Recreational Products, Software & Programming, Regional Banks & Insurance (Life).

Some of the similar funds are Quant ESG Integration Strategy Fund Regular Growth, Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth, Quantum ESG Best In Class Strategy Fund Regular Growth, Invesco India ESG Integration Stategy Fund Regular Growth, WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth. Quantum ESG Best In Class Strategy Fund Regular Growth has a sharpe ratio of 0.58 & a standard deviation of 11.93%.