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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

83 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 22.10 NAV as of Apr 24,2026 and returns since inception of 37.41%. Minimum investments start at SIP ₹500. The Quantum ESG Best In Class Strategy Fund Growth AUM is ₹83 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 8.96% returns, against a category average of 0.64% and a category best of 16.23%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.960.6416.23
6M-8.320.6128.45
1Y-3.833.7168.83
3Y11.1711.89196.29

Portfolio Analysis

  • Equity: 97.83%
  • Debt: 2.17%
  • Others
As on: 2026-03-31
View allocation % by

1. Persistent Systems Ltd3.32%
2. Infosys Ltd2.54%
3. Tata Consultancy Services Ltd2.07%
4. HCL Technologies Ltd1.98%
5. Wipro Ltd0.65%

1. TVS Motor Company Ltd5.69%
2. Eicher Motors Ltd1.67%
3. Hero MotoCorp Ltd1.55%
4. Bajaj Auto Ltd1.53%

1. HDFC Bank Ltd4.54%
2. Kotak Mahindra Bank Ltd3.03%
3. The Federal Bank Ltd1.98%
4. IndusInd Bank Ltd0.83%

1. HDFC Life Insurance Company Ltd2.88%
2. ICICI Prudential Life Insurance Company Ltd2.41%

1. Mahindra & Mahindra Ltd2.41%
2. Maruti Suzuki India Ltd1.69%
3. Hyundai Motor India Ltd1.06%

1. Havells India Ltd1.84%
2. Voltas Ltd1.37%
3. Symphony Ltd0.91%
4. Dixon Technologies (India) Ltd0.84%

1. Amber Enterprises India Ltd1.80%
2. Crompton Greaves Consumer Electricals Ltd1.60%
3. Eureka Forbes Ltd0.70%

1. Narayana Hrudayalaya Ltd1.39%
2. Dr. Lal Path Labs Ltd1.39%
3. Krishna Institute Of Medical Sciences Ltd1.19%

1. Marico Ltd3.62%

1. ICICI Lombard General Insurance Company Ltd3.03%

1. Bosch Ltd1.96%
2. Sundram Fasteners Ltd1.01%

1. Bajaj Finance Ltd2.83%

1. The Indian Hotels Company Ltd2.78%

1. Bajaj Finserv Ltd2.32%

1. Titan Company Ltd1.98%

1. Castrol India Ltd1.94%

1. VA Tech Wabag Ltd1.94%

1. Central Depository Services (India) Ltd1.91%

1. Hitachi Energy India Ltd1.88%

1. EPL Ltd1.16%
2. Safari Industries (India) Ltd0.69%

1. Computer Age Management Services Ltd1.69%

1. LT Foods Ltd1.66%

1. ION Exchange (India) Ltd1.65%

1. Rallis India Ltd1.56%

1. ABB India Ltd1.51%

1. Vinati Organics Ltd1.09%

1. Tata Chemicals Ltd1.01%

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 ₹83 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 Name1Y3Y
This FundTata Ethical Fund - Growth-2.835732.8569
This FundDSP Quant Fund Growth2.143135.936
This FundQuantum ESG Best In Class Strategy Fund Growth-3.826337.4079
This FundLIC MF Gold ETF Growth54.6304143.3522
This FundUTI Gold Exchange Traded Fund Growth54.4289143.8246

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 : 8.96%
  • 6 Months : -8.32%
  • 1 Year : -3.83%
  • 3 Years : 11.17%
Returns of Quantum ESG Best In Class Strategy Fund Growth are updated daily based on NAV of ₹ 22.10 as on Apr 24,2026. Since inception, the return has been 37.41%.

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 ₹83 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