Quantum ESG Best In Class Strategy Fund

Quantum ESG Best In Class Strategy Fund

Equity

Quantum Mutual Fund

Equity - Esg

Get the latest NAV of Quantum ESG Best In Class Strategy Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹23.06

▼-0.9%1D

NAV as on 11 Jun 2026

12.98%/per year

Since Inception

Absolute Gain%

▲▼

132 people have invested ₹ 2.9L in Quantum ESG Best In Class Strategy Fund in the last three months

Quantum ESG Best In Class Strategy Fund Performance vs. Equity ESG Index

Fund returns vs Benchmark returns vs Category Average returns as on (11-Jun-26)

The fund has underperformed the benchmark (Equity ESG Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-5.41%
-2.39%
-8.1%
-8.68%
9.05%
8.18%
Equity ESG Index
-3.6%
-2.43%
-7.1%
-5.19%
10.03%
9.55%
Equity - Esg Avg
-3.15%
-0.3%
-6.7%
-5.86%
10.91%
9.53%
Best in Equity - Esg
5.05%
21.93%
14.61%
12.52%
21.57%
21.7%
Worst in Equity - Esg
-4.6%
-2.37%
-9.63%
-10.69%
9.36%
8.11%
Category Rank
4/8
2/8
2/9
5/9
1/2
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INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Quantum ESG Best In Class Strategy Fund
-
92Cr
0.74%
-8.68%
9.05%
-2.27
1.02
0.29
0.41
-0.70
Quant ESG Integration Strategy Fund
1/7
264Cr
0.93%
11.01%
21.15%
7.83
1.21
0.75
1.27
0.80
ICICI Prudential ESG Exclusionary Strategy Fund
2/7
1,351Cr
0.84%
-8.15%
14.45%
2.57
0.96
0.60
0.93
0.54
Kotak ESG Exclusionary Strategy Fund
3/7
739Cr
0.9%
-5.42%
10.73%
-0.38
0.93
0.42
0.58
-0.26
See all
Positive: 5Y returns in the top 25% of the category
5Y returns in the top 25% of the category
Positive: 3Y returns in the top 25% of the category
3Y returns in the top 25% of the category
Positive: Lower expense ratio
Lower expense ratio
Negative: No bad points found for this fund.
No bad points found for this fund.

Quantum ESG Best In Class Strategy Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

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Absolute Return
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Quantum ESG Best In Class Strategy Fund Asset Allocation

See fund asset allocation details as on (14-May-26)

Fund Distribution

as on (14-May-26)

Large cap
42.6%
Small cap
28.9%
Mid cap
26.7%
Mid Cap allocation has gone up from 24.3% to 24.5%
Mid Cap allocation has gone up from 24.3% to 24.5%
Large Cap allocation has gone down from 46.7% to 42.3%
Large Cap allocation has gone down from 46.7% to 42.3%
Small Cap allocation has gone up from 26.8% to 29.6%
Small Cap allocation has gone up from 26.8% to 29.6%
Cash allocation has gone up from 2.2% to 3.5%
Cash allocation has gone up from 2.2% to 3.5%

Quantum ESG Best In Class Strategy Fund Sector Allocation

See fund sector allocation details as on (14-May-26)

Sector Allocation

Consumer Cyclical
32.8%
Financial Services
25.3%
Tech
13.6%
Consumer Defensive
8.3%
Industrial
7%
Basic Materials
5.2%
Health
4.8%
Energy
1.8%
Communication
1.2%

Top 3 Sectors in April were Consumer Cyclical, Financial Services & Tech

Apr'26

Consumer Cyclical

30%

Financial Services

26%

Tech

13%

Mar'26

Consumer Cyclical

32%

Financial Services

26%

Tech

13%

Quantum ESG Best In Class Strategy Fund Holdings Details

as on (31-May-26)

Holdings
Weight%
1M Change
TVS Motor Co Ltd
5.15%
0%
HDFC Bank Ltd
4.19%
0%
Marico Ltd
3.78%
3%
Persistent Systems Ltd
3.21%
0%
Bajaj Finance Ltd
3.11%
3.5%
See all

Quantum ESG Best In Class Strategy Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.74%
Benchmark
Nifty 100 ESG TR INR
AUM₹92 Cr
Inception Date12 July, 2019
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
17.42%
Risk
Risk meter
pointer
Very High Risk

About Quantum ESG Best In Class Strategy Fund

Quantum ESG Best In Class Strategy Fund is an equity fund. This fund was started on 12 July, 2019. The fund is managed by Chirag Mehta, Rajorshi Palit. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Quantum ESG Best In Class Strategy Fund has ₹92 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
  2. The fund has an expense ratio 0.7.

Returns

Quantum ESG Best In Class Strategy Fund has given a CAGR return of 12.98% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -8.68%, 9.05% and 8.18% respectively.

Holdings

Quantum ESG Best In Class Strategy Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Tech, Industrial, Consumer Defensive, Health, Basic Materials, Energy, Communication. Its top holdings are TVS Motor Co Ltd, HDFC Bank Ltd, Marico Ltd, Persistent Systems Ltd, Bajaj Finance Ltd

Taxation

As it is a equity - esg mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Quantum ESG Best In Class Strategy Fund

The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies identified based on the Environment, Social and Governance (ESG) theme following Best in Class Strategy.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Quantum ESG Best In Class Strategy Fund has no lock in period.

Fund Manager

Chirag Mehta

Fund Manager of Quantum ESG Best In Class Strategy Fund, since 12 July 2019

Rajorshi Palit

Fund Manager of Quantum ESG Best In Class Strategy Fund, since 4 November 2024

Learn more about Quantum Mutual Fund
Parameters
Apr'26
Mar'26
Feb'26
AUM
₹ 92.3 Cr
₹ 83.1 Cr
₹ 94.9 Cr
  • AUM of the fund stands at 92.3 Cr as of Apr'26
  • AUM increased by 9.2 Cr between Apr'26 and Mar'26

Compare Quantum ESG Best In Class Strategy Fund

Quantum ESG Best In Class Strategy Fund

VS

SBI ESG Exclusionary Strategy Fund

Frequently Asked Questions for Quantum ESG Best In Class Strategy Fund

How do I invest in Quantum ESG Best In Class Strategy Fund?

INDmoney makes it simple to invest in the Quantum ESG Best In Class Strategy Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Quantum ESG Best In Class Strategy Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Quantum ESG Best In Class Strategy Fund?

The NAV of the fund today is ₹23.06. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Quantum ESG Best In Class Strategy Fund fund has generated a return of -8.68% in 1 year, 9.05% in 3 years, 8.18% in 5 years.

Who is the fund manager of Quantum ESG Best In Class Strategy Fund?

The fund managers are Chirag Mehta, Rajorshi Palit.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.74%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹92 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Quantum ESG Best In Class Strategy Fund?

The top 3 holdings of the fund are TVS Motor Co Ltd(5.15%), HDFC Bank Ltd(4.19%), Marico Ltd(3.78%)