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, Rajorshi Palit. The fund could potentially beat inflation in the long-run.

1. Quantum ESG Best In Class Strategy Fund Direct Growth has ₹106 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 0.8.
   

Quantum ESG Best In Class Strategy Fund Direct Growth has given a CAGR return of 16.16% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.08%, 13.49% and 18.47% respectively.

Quantum ESG Best In Class Strategy Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Tech, Industrial, Consumer Defensive, Basic Materials, Health, Energy, Communication. Its top holdings are TVS Motor Co Ltd, Indian Hotels Co Ltd, HDFC Bank Ltd, Marico Ltd, ICICI Lombard General Insurance Co Ltd

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.

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