Quantum ESG Best In Class Strategy Fund Regular Growth
- Equity - ESG
- Equity
- Very High Risk
Rating:
1
Key Metrics
Aum
₹91.91 Cr
Expense Ratio
2.18%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
12 Jul 2019
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.02% | -- |
| 3 Months | +1.84% | -- |
| 6 Months | +0.82% | -- |
| 1 Year | -5.14% | -5.14% |
| 2 Years | -- | -0.6% |
| 3 Years | +26.7% | +8.21% |
| 5 Years | +46.78% | +7.98% |
| Since Launch | +132.5% | +12.76% |
Holdings as on 22 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| TVS Motor Company | 4.87 | 5.29 |
| HDFC Bank | 4.02 | 4.37 |
| Marico | 3.53 | 3.83 |
| Bajaj Finance | 3.16 | 3.43 |
| VA Tech Wabag | 3.06 | 3.32 |
| Federal Bank | 2.93 | 3.18 |
| HDFC Life Insurance Company | 2.70 | 2.93 |
| Kotak Mahindra Bank | 2.52 | 2.74 |
| Persistent Systems | 2.45 | 2.66 |
| Bosch | 2.26 | 2.46 |
Morning Star Rating
Rating:
1
Risk
Return
Risk & Volitility
0.15
Sharpe Ratio
15.18%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant ESG Integration Strategy Fund Regular Growth | +17.69% | +17.74% | +19.35% |
| Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth | -2.54% | +8.9% | +8.77% |
| Invesco India ESG Integration Stategy Fund Regular Growth | -4.69% | +8.43% | +7.88% |
| Quantum ESG Best In Class Strategy Fund Regular Growth | -4.96% | +7.72% | +7.93% |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth | -3.25% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 91.91 crores & has delivered CAGR of 7.98 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 & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include TVS Motor Company, HDFC Bank, Marico, Bajaj Finance.
The major sectors where the fund is invested are Regional Banks, Recreational Products, Software & Programming, Auto & Truck Manufacturers.
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, Invesco India ESG Integration Stategy Fund Regular Growth, Quantum ESG Best In Class Strategy 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 0.15 & a standard deviation of 15.18%.
FAQs
According to the morning star rating Quantum ESG Best In Class Strategy Fund Regular Growth has a Medium risk & Moderate return.
Quantum ESG Best In Class Strategy Fund Regular Growth is managed by Chirag Mehta,Rajorshi Palit.
The expense ratio of Quantum ESG Best In Class Strategy Fund Regular Growth is 2.18%.
The 5 year annualized return on Quantum ESG Best In Class Strategy Fund Regular Growth is 7.98% & it has generated -5.14% in the last 1 year.
The minimum investment in Quantum ESG Best In Class Strategy Fund Regular Growth is 500 Rs.
Quantum ESG Best In Class Strategy Fund Regular Growth has an AUM of 91.91 crores.
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