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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹95 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 ₹20.86 NAV as of Apr 02,2026 and returns since inception of 29.40%. Minimum investments start at SIP ₹500. The Quantum ESG Best In Class Strategy Fund Growth AUM is ₹95 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 -8.87% returns, against a category average of -1.76% and a category best of 8.60%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.87-1.768.60
6M-11.980.5527.59
1Y-6.504.4664.27
3Y8.9714.81196.29

Portfolio Analysis

  • Equity: 98.34%
  • Debt: 1.66%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Ltd4.93%
2. Kotak Mahindra Bank Ltd3.22%
3. The Federal Bank Ltd1.90%
4. IndusInd Bank Ltd1.14%

1. TVS Motor Company Ltd6.03%
2. Eicher Motors Ltd1.78%
3. Bajaj Auto Ltd1.62%
4. Hero MotoCorp Ltd1.53%

1. Persistent Systems Ltd2.82%
2. Infosys Ltd2.22%
3. Tata Consultancy Services Ltd2.02%
4. HCL Technologies Ltd1.80%
5. Wipro Ltd0.61%

1. HDFC Life Insurance Company Ltd3.06%
2. ICICI Prudential Life Insurance Company Ltd2.72%

1. Mahindra & Mahindra Ltd2.73%
2. Maruti Suzuki India Ltd1.79%
3. Hyundai Motor India Ltd1.13%

1. Havells India Ltd1.90%
2. Voltas Ltd1.58%
3. Symphony Ltd0.92%
4. Dixon Technologies (India) Ltd0.80%

1. Dr. Lal Path Labs Ltd1.39%
2. Narayana Hrudayalaya Ltd1.39%
3. Krishna Institute Of Medical Sciences Ltd1.25%

1. Amber Enterprises India Ltd1.92%
2. Crompton Greaves Consumer Electricals Ltd1.61%

1. Marico Ltd3.40%

1. ICICI Lombard General Insurance Company Ltd3.33%

1. Bosch Ltd2.17%
2. Sundram Fasteners Ltd1.03%

1. Bajaj Finance Ltd3.19%

1. The Indian Hotels Company Ltd3.05%

1. Bajaj Finserv Ltd2.49%

1. Titan Company Ltd2.00%

1. Central Depository Services (India) Ltd1.90%

1. Castrol India Ltd1.83%

1. VA Tech Wabag Ltd1.76%

1. Hitachi Energy India Ltd1.73%

1. Rallis India Ltd1.73%

1. ION Exchange (India) Ltd1.64%

1. LT Foods Ltd1.52%

1. Computer Age Management Services Ltd1.42%

1. ABB India Ltd1.35%

1. EPL Ltd1.08%

1. Vinati Organics Ltd1.06%

1. Colgate Palmolive (India) Ltd1.04%

1. Nuvoco Vistas Corporation 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 ₹95 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 NameRatingsAUMExpense Ratio
This FundTata Ethical Fund - Growth33715.35 CR1.9
This FundDSP Quant Fund Growth0837.86 CR1.25
This FundQuantum ESG Best In Class Strategy Fund Growth094.88 CR2.18
This FundAxis Gold Exchange Traded Fund Growth05389.26 CR0.56
This FundICICI Prudential Gold ETF Growth425941.63 CR0.5
Fund Name1Y3Y
This FundTata Ethical Fund - Growth-5.8924.4861
This FundDSP Quant Fund Growth-0.815828.9765
This FundQuantum ESG Best In Class Strategy Fund Growth-6.499329.4045
This FundAxis Gold Exchange Traded Fund Growth58.7984139.6231
This FundICICI Prudential Gold ETF Growth64.2709144.7727

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 : -8.87%
  • 6 Months : -11.98%
  • 1 Year : -6.50%
  • 3 Years : 8.97%
Returns of Quantum ESG Best In Class Strategy Fund Growth are updated daily based on NAV of ₹ 20.86 as on Apr 02,2026. Since inception, the return has been 29.40%.

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 ₹95 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