Quantum ESG Best In Class Strategy Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Quantum ESG Best In Class Strategy Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

92 Cr

Lock In Period

N/A

Expense Ratio

2.18

Exit Load

Nil - 10% of units If redeemed or switched out on or before 365 days from the date of allotment.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 on or after 365 days from the date of allotment.

Benchmark

Nifty 100 ESG Total Return Index

Summary

Quantum ESG Best In Class Strategy Fund Growth NAV is ₹22.01 as of 4 Jun, 2026. Quantum ESG Best In Class Strategy Fund Growth has delivered 26.84% returns since its launch. The minimum SIP investment amount in Quantum ESG Best In Class Strategy Fund Growth is ₹500. The AUM of Quantum ESG Best In Class Strategy Fund Growth is ₹92 Cr. The expense ratio of the fund is 2.18%, and its benchmark is Nifty 100 ESG Total Return Index. The current exit load of the fund is Nil - 10% of units If redeemed or switched out on or before 365 days from the date of allotment.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 on or after 365 days from the date of allotment.. In the last 1M months, Quantum ESG Best In Class Strategy Fund Growth has delivered -0.49% returns.

Quantum ESG Best In Class Strategy Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.49-0.1415.35
6M-8.710.8246.19
1Y-6.564.2486.53
3Y8.2514.40196.29

Portfolio Analysis

  • Equity: 96.42%
  • Debt: 3.58%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Ltd4.31%
2. Kotak Mahindra Bank Ltd2.96%
3. The Federal Bank Ltd2.27%
4. IndusInd Bank Ltd0.91%

1. TVS Motor Company Ltd5.32%
2. Eicher Motors Ltd1.63%
3. Bajaj Auto Ltd1.56%
4. Hero MotoCorp Ltd1.41%

1. Persistent Systems Ltd2.94%
2. Infosys Ltd2.35%
3. Tata Consultancy Services Ltd1.95%
4. HCL Technologies Ltd1.68%
5. Wipro Ltd0.62%

1. Havells India Ltd1.73%
2. Voltas Ltd1.38%
3. Symphony Ltd1.01%
4. Dixon Technologies (India) Ltd0.87%

1. Mahindra & Mahindra Ltd2.27%
2. Maruti Suzuki India Ltd1.64%
3. Hyundai Motor India Ltd0.97%

1. HDFC Life Insurance Company Ltd2.68%
2. ICICI Prudential Life Insurance Company Ltd2.19%

1. Amber Enterprises India Ltd1.99%
2. Crompton Greaves Consumer Electricals Ltd1.75%
3. Eureka Forbes Ltd0.82%

1. Narayana Hrudayalaya Ltd1.48%
2. Dr. Lal Path Labs Ltd1.30%
3. Krishna Institute Of Medical Sciences Ltd1.15%

1. Marico Ltd3.54%

1. Bosch Ltd2.21%
2. Sundram Fasteners Ltd1.02%

1. Bajaj Finance Ltd3.08%

1. ICICI Lombard General Insurance Company Ltd2.81%

1. VA Tech Wabag Ltd2.48%

1. Hitachi Energy India Ltd2.34%

1. Bajaj Finserv Ltd2.24%

1. Computer Age Management Services Ltd2.20%

1. ION Exchange (India) Ltd2.04%

1. EPL Ltd1.15%
2. Safari Industries (India) Ltd0.89%

1. LT Foods Ltd1.98%

1. Titan Company Ltd1.98%

1. Central Depository Services (India) Ltd1.95%

1. Castrol India Ltd1.86%

1. Rallis India Ltd1.82%

1. ABB India Ltd1.45%

1. Tata Chemicals Ltd1.26%

1. Tata Communications Ltd1.07%

1. Syngene International Ltd1.01%

About Fund Quantum ESG Best In Class Strategy Fund Growth

Quantum ESG Best In Class Strategy Fund Growth managed by Quantum Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹92 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 2.18. Under the expert guidance of Chirag Mehta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Chirag Mehta

Mr. Chirag holds MMS (Finance) and M.Com from Mumbai University. He has more than 5 years of experience in the financial services and related industry. Prior to this he has been with EDS (Electronic Data Systems) as a Coordinator for Xerox.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata Ethical Fund - Growth13703.84 CR1.94
DSP Quant Fund Growth4784.74 CR1.27
Quantum ESG Best In Class Strategy Fund Growth092.31 CR2.18
LIC MF Gold ETF Growth01404.97 CR0.45
UTI Gold Exchange Traded Fund Growth04201.45 CR0.52
Fund Name1Y3Y
This FundTata Ethical Fund - Growth-3.497322.5452
This FundDSP Quant Fund Growth0.759926.7606
This FundQuantum ESG Best In Class Strategy Fund Growth-6.562926.8418
This FundLIC MF Gold ETF Growth59.401153.556
This FundUTI Gold Exchange Traded Fund Growth59.5372154.165

Quantum ESG Best In Class Strategy Fund Growth FAQs

Quantum ESG Best In Class Strategy Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Quantum ESG Best In Class Strategy Fund Growth is 2.18. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Quantum ESG Best In Class Strategy Fund Growth’s fund performance is as follows:
  • 1 Month : -0.49%
  • 6 Months : -8.71%
  • 1 Year : -6.56%
  • 3 Years : 8.25%
Returns of Quantum ESG Best In Class Strategy Fund Growth are updated daily based on NAV of ₹ 22.01 as on Jun 03,2026. Since inception, the return has been 26.84%.

You can invest in Quantum ESG Best In Class Strategy Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Quantum ESG Best In Class Strategy Fund Growth is ₹92 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Quantum ESG Best In Class Strategy Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.