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Quantum ESG Best In Class Strategy Fund Direct Growth

Growth
25.210.96% (+0.24)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Quantum ESG Best In Class Strategy Fund Performance & Key Metrics

Quantum ESG Best In Class Strategy Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7549.580.23
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4544.320.02

Quantum ESG Best In Class Strategy Fund Scheme InfoQuantum ESG Best In Class Strategy Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 10% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY100 ESG - TRI

About Thematic Fund

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Quantum ESG Best In Class Strategy Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

Quantum ESG Best In Class Strategy Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Quantum ESG Best In Class Strategy Fund6.15%19.70%16.83%
ICICI Pru India Opp Fund12.43%31.39%23.41%
HDFC Manufacturing Fund-1.00%4.15%
Franklin India Opportunities Fund3.99%37.92%18.30%

Quantum ESG Best In Class Strategy Fund Returns Comparison

Compare Quantum ESG Best In Class Strategy Fund with any MF, ETF, stock or index
Compare Quantum ESG Best In Class Strategy Fund with any MF, ETF, stock or index
Quantum ESG Best In Class Strategy Fund
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Quantum ESG Best In Class Strategy Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Quantum ESG Best In Class Strategy Fund Asset Allocation

Quantum ESG Best In Class Strategy Fund Asset Allocation

Actual

Target

May 2024

Sep 2024

Dec 2024

Mar 2025

ACTUAL
Cash & EquivalentsEquity4.78%95.22%

May 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

Quantum ESG Best In Class Strategy Fund Sector Distribution

Quantum ESG Best In Class Strategy Fund Sector Distribution

+23 moreInsuranceOthersTwo WheelersPrivate BanksIT Services & Consulting55.52 %6.24 %6.49 %8.33 %10.14 %13.29 %

May 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

Quantum ESG Best In Class Strategy Fund Sector Weightage

Quantum ESG Best In Class Strategy Fund Sector Weightage

Dec 23Mar 24May 24Sep 24Dec 24Mar 2516.80%15.77%13.76%0.00%0.00%13.29%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Quantum ESG Best In Class Strategy Fund Current Holdings

Quantum ESG Best In Class Strategy Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Quantum ESG Best In Class Strategy Fund

AMC Profile of Quantum ESG Best In Class Strategy Fund

Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.

Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.

  • No.of Schemes

    12

  • Total AUM

    ₹ 2,839.30 Cr.

Quantum ESG Best In Class Strategy Fund Manager Details

Quantum ESG Best In Class Strategy Fund Manager Details

Quantum ESG Best In Class Strategy Fund Manager Profile

Quantum ESG Best In Class Strategy Fund Manager Profile

Chirag Mehta

AUM:  ₹720.41 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Qualification

M.com & M.B.A(Finance)

Past Experience

Mr. Mehta is dedicated Fund manager for Foreign Securities. He is a Commodities Fund Manager from May 2009

Funds Managed (14)
4.82%
4.82%
18.42%
18.42%
2.10%
2.10%
7.56%
7.56%
0.70%
0.70%
6.00%
6.00%
2.10%
2.10%
2.10%
2.10%
0.75%
0.75%
6.15%
6.15%
19.70%
19.70%
0.75%
0.75%

Quantum ESG Best In Class Strategy Fund Manager Performance (0)

Quantum ESG Best In Class Strategy Fund Manager Performance (0)

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Quantum ESG Best In Class Strategy Fund Tax Implications

Quantum ESG Best In Class Strategy Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Quantum ESG Best In Class Strategy Fund Review & Opinions

Quantum ESG Best In Class Strategy Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Quantum ESG Best In Class Strategy Fund FAQs

Quantum ESG Best In Class Strategy Fund FAQs

  1. What is the NAV of Quantum ESG Best In Class Strategy Fund?

    The Current NAV of Quantum ESG Best In Class Strategy Fund is ₹25.21, as of 20th June 2025

  2. What are the returns of Quantum ESG Best In Class Strategy Fund?

    The Quantum ESG Best In Class Strategy Fund has been there since 12th July 2019
    • 1 Year Returns: 6.15
    • 3 Year Returns: 19.70
    • 5 Year Returns: 21.40

  3. What are the top 5 sectors holdings of Quantum ESG Best In Class Strategy Fund?

    The top sectors Quantum ESG Best In Class Strategy Fund has invested in are as for 12th 07 2019 are as follows -
    • IT Services & Consulting | 13.29%
    • Private Banks | 10.14%
    • Two Wheelers | 8.33%
    • Others | 6.49%
    • Insurance | 6.24%

  4. What are the top 5 holdings Quantum ESG Best In Class Strategy Fund?

    The top 5 holdings for Quantum ESG Best In Class Strategy Fund are
    • Indian Hotels Company Ltd | 4.98%
    • TVS Motor Company Ltd | 4.82%
    • HDFC Bank Ltd | 3.59%
    • TREPS ^ | 3.57%
    • Persistent Systems Ltd | 2.98%

  5. What is the asset allocation of Quantum ESG Best In Class Strategy Fund?

    The Quantum ESG Best In Class Strategy Fund is a plan that invests
    • Equity | 95.22%
    • Cash & Equivalents | 4.78%

  6. How to invest in Quantum ESG Best In Class Strategy Fund?

    If you wish to invest in Quantum ESG Best In Class Strategy Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Quantum ESG Best In Class Strategy Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Quantum ESG Best In Class Strategy Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of Quantum ESG Best In Class Strategy Fund?

    The AUM of Quantum ESG Best In Class Strategy Fund is 104.28 Cr as of 20th June 2025

  8. What is the expense ratio of Quantum ESG Best In Class Strategy Fund Plan?

    The expense ratio of Quantum ESG Best In Class Strategy Fund Plan is 0.75

  9. How to exit Quantum ESG Best In Class Strategy Fund?

    If you have invested in Quantum ESG Best In Class Strategy Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of Quantum ESG Best In Class Strategy Fund?

    The alpha ratio for the Quantum ESG Best In Class Strategy Fund is 2.73

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of Quantum ESG Best In Class Strategy Fund?

    The volatility or standard deviation for the Quantum ESG Best In Class Strategy Fund is 13.88

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of Quantum ESG Best In Class Strategy Fund?

    The sharpe ratio for the Quantum ESG Best In Class Strategy Fund is 0.23

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of Quantum ESG Best In Class Strategy Fund?

    The Sortino ratio for the Quantum ESG Best In Class Strategy Fund is 0.02

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of Quantum ESG Best In Class Strategy Fund?

    The PE ratio (price-to-earnings) of the Quantum ESG Best In Class Strategy Fund is 49.58 while category PE ratio is 44.32

  15. 1. Test MF FAQ for Mutual Fund Quantum ESG Best In Class Strategy Fund Shares?

    The Current NAV of Quantum ESG Best In Class Strategy Fund is ₹25.21, as of 20th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for Quantum ESG Best In Class Strategy Fund Plan?

    There is a lock in period of N/A for Quantum ESG Best In Class Strategy Fund