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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹98 Cr
Lock In Period
N/A
Expense Ratio
2.18
Benchmark
Nifty 100 ESG Total Return Index
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.
Summary
Latest details for Quantum ESG Best In Class Strategy Fund Growth include a ₹22.04 NAV as of Mar 09,2026 and returns since inception of 36.67%. Minimum investments start at SIP ₹500. The Quantum ESG Best In Class Strategy Fund Growth AUM is ₹98 Cr, with a lock-in of N/A years, expense ratio of 2.18%, and benchmark Nifty 100 ESG Total Return Index. Exit load 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 growth review for 1M Month/Year, the fund recorded -4.01% returns, against a category average of -1.16% and a category best of 8.60%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.01 | -1.16 | 8.60 |
| 6M | -7.10 | 1.31 | 48.41 |
| 1Y | 3.40 | 4.88 | 82.94 |
| 3Y | 10.98 | 13.27 | 196.29 |
Portfolio Analysis
- Equity: 97.90%
- Debt: 2.10%
- Others
As on: 2026-01-31
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About Fund
Quantum ESG Best In Class Strategy Fund Growth managed by Quantum Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹98 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI MNC Fund Growth | 2 | 5602.35 CR | 1.93 |
| This FundTata Ethical Fund - Growth | 3 | 3761.86 CR | 1.9 |
| This FundQuantum ESG Best In Class Strategy Fund Growth | 0 | 97.93 CR | 2.18 |
| This FundInvesco India Gold Exchange Traded Fund Growth | 0 | 765.12 CR | 0.54 |
| This FundUTI Gold Exchange Traded Fund Growth | 0 | 4428.62 CR | 0.51 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI MNC Fund Growth | 5.4522 | 26.2263 |
| This FundTata Ethical Fund - Growth | 1.7174 | 29.6907 |
| This FundQuantum ESG Best In Class Strategy Fund Growth | 3.3992 | 36.6727 |
| This FundInvesco India Gold Exchange Traded Fund Growth | 82.7071 | 175.2035 |
| This FundUTI Gold Exchange Traded Fund Growth | 82.9403 | 177.6177 |
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 : -4.01%
- 6 Months : -7.10%
- 1 Year : 3.40%
- 3 Years : 10.98%
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 ₹98 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.
Min Inv Amount: ₹500