Quantum ESG Best In Class Strategy Fund Direct Growth
Equity
Direct
Equity - Esg
NAV: ₹ 21.94 as on 18-04-2024
Fund Performance
187 people have invested ₹ 4.1L in Quantum ESG Best In Class Strategy Fund Direct Growth in the last three months
About the Quantum ESG Best In Class Strategy Fund Direct Growth
Quantum ESG Best In Class Strategy Fund Direct Growth is an equity fund. This fund was started on 12 July, 2019. The fund is managed by Chirag Mehta, Sneha Joshi. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quantum ESG Best In Class Strategy Fund Direct Growth has ₹238 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.8.
Quantum ESG Best In Class Strategy Fund Direct Growth Overview
 | 0.84% |
 Benchmark | Morningstar India Sustain NR INR |
 | ₹238 Cr |
 | 12 July, 2019 |
 | ₹500/₹500 |
 | 0% |
 | No Lock-in |
 TurnOver | 24.45% |
Quantum ESG Best In Class Strategy Fund Direct Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
61.3%
Mid cap
24.5%
Small cap
7.9%
Sector Allocation
Consumer Cyclical
26.1%
Financial Services
24.3%
Tech
16.8%
Consumer Defensive
11.5%
Industrial
6.6%
Basic Materials
5.4%
Health
4.2%
Communication
4.1%
Energy
1%
Top Holdings of Quantum ESG Best In Class Strategy Fund Direct Growth as on (31-Mar-24)
Equity Holdings55
Quantum ESG Best In Class Strategy Fund Direct Growth: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 237.6 Cr as of Mar'24
- AUM increased by 3.4 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Quantum ESG Best In Class Strategy Fund Direct Growth portfolio Returns for the month of Dec
Top Growth Drivers | 1M Return |
|---|---|
 Thermax Ltd | 25.2% |
 ICICI Prudential Life Insurance Company Ltd | 9.7% |
 Maruti Suzuki India Ltd | 7.7% |
Top Losers | 1M Return |
|---|---|
 Infosys Ltd | -7.9% |
 TVS Motor Company Ltd | -4.6% |
 Tata Consumer Products Ltd | -2.5% |
Peer Analysis
Quantum ESG Best In Class Strategy Fund Direct Growth Fund Manager
Chirag Mehta
Fund Manager of Quantum ESG Best In Class Strategy Fund Direct Growth, since 12 July 2019
Top funds managed
Sneha Joshi
Fund Manager of Quantum ESG Best In Class Strategy Fund Direct Growth, since 12 July 2019
Top funds managed
Quantum ESG Best In Class Strategy Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 18.04% since inception which is less than its category average return of 18.1%
Fund Allocations
This fund has an allocation of 93.81% in Equity, 0% in Debt and 6.19% in Cash related instruments
AUM size ₹238 Cr
This fund has AUM of ₹238 Cr which is less than its category average of ₹ 1289 Cr
Expense Ratio 0.84%
This fund has an expense ratio of 0.84% which is less than its category average expense ratio of 1.51%
Frequently Asked Questions
The current NAV of Quantum ESG Best In Class Strategy Fund Direct Growth is ₹21.94 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Quantum ESG Best In Class Strategy Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.55% | 0.55% |
6 Month Returns | 13.08% | 13.08% |
1 Year Returns | 30.18% | 30.18% |
3 Years Returns | 50.65% | 14.64% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.84% as on March 2024
₹238 Cr as on March 2024
TVS Motor Co Ltd(4.92%), Indian Hotels Co Ltd(4.59%), HDFC Bank Ltd(4.05%), Tata Consumer Products Ltd(3.07%), Tata Communications Ltd(3%) as on March 2024
Consumer Cyclical(24.47%), Financial Services(22.8%), Tech(15.74%) as on March 2024
The alpha ratio for the Quantum ESG Best In Class Strategy Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Quantum ESG Best In Class Strategy Fund Direct Growth | 0.31 | 1.14 | - |
As on March 2024
The alpha for Quantum ESG Best In Class Strategy Fund Direct Growth is calculated against Morningstar India Sustain NR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Quantum ESG Best In Class Strategy Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Quantum ESG Best In Class Strategy Fund Direct Growth | 0.86 | 0.79 | - |
As on March 2024
The Beta for Quantum ESG Best In Class Strategy Fund Direct Growth is calculated with Morningstar India Sustain NR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Quantum ESG Best In Class Strategy Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Quantum ESG Best In Class Strategy Fund Direct Growth | 2.39 | 0.82 | - |
As on March 2024
The sharpe ratio for Quantum ESG Best In Class Strategy Fund Direct Growth is calculated with Morningstar India Sustain NR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Quantum ESG Best In Class Strategy Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Quantum ESG Best In Class Strategy Fund Direct Growth | 9.57 | 11.52 | - |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.46 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Chirag Mehta, Sneha Joshi are the fund managers of Quantum ESG Best In Class Strategy Fund Direct Growth
The Exit load of Quantum ESG Best In Class Strategy Fund Direct Growth is 0%