Fund Overview of Quantum ESG Best In Class Strategy Fund Direct-Growth
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₹88.1 CrAUM
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₹24.61NAV
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0.81%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Quantum ESG Best In Class Strategy Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -4.13% | NA | 1.93% |
| 6 Months | 2.41% | NA | 9.88% |
| 1 Year | -3.60% | -3.60% | -1.38% |
| 2 Years | -1.09% | -0.54% | 17.04% |
| 3 Years | 29.16% | 8.90% | 15.48% |
| 5 Years | 41.03% | 7.12% | 17.71% |
| 7 Years | 134.00% | 12.91% | NA |
Asset Allocation of Quantum ESG Best In Class Strategy Fund Direct-Growth
equities
97.77%other assets or cash equivalents
2.23%Quantum ESG Best In Class Strategy Fund Direct-Growth is one Equity mutual fund offered by Quantum Mutual Fund. Launched on 12 Jul 2019, the fund aims Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy. It manages assets worth ₹88.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.81%. Fund Manager Manager Education Fund Manager Manager EducationAbout Quantum ESG Best In Class Strategy Fund Direct-Growth
The portfolio allocation consists of 97.77% in equities, 2.23% in other assets or cash equivalents.Managed by Chirag Mehta, it has delivered a return of -3.60% in the last year, a total return since inception of 13.09%.
Choosing an appropriate best sip in india plays an important part for systematic investing.
Key Metrics of Quantum ESG Best In Class Strategy Fund Direct-Growth
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Standard Deviation15.90%
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Mean8.33%
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Sharpe Ratio0.17%
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Alpha-1.57%
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Beta1.04%
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Sortino Ratio0.22%
Quantum ESG Best In Class Strategy Fund Direct-Growth Fund Details
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Compare Quantum ESG Best In Class Strategy Fund Direct-Growth with other mutual funds in the same category
Quantum ESG Best In Class Strategy Fund Direct-Growth
Quant ESG Integration Strategy Fund Direct-Growth
Quant ESG Integration Strategy Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Quant ESG Integration Strategy Fund Direct-Growth |
₹328 | 1.84% | -0.31% | 19.40% | 18.32% | 17.95% |
| Quant ESG Integration Strategy Fund Direct-IDCW |
₹328 | 1.84% | -0.31% | 19.40% | 18.32% | 17.95% |
| Quant ESG Integration Strategy Fund Regular-Growth |
₹328 | 1.71% | -0.70% | 17.59% | 16.49% | 16.07% |
| Quant ESG Integration Strategy Fund Regular-IDCW |
₹328 | 1.71% | -0.70% | 17.59% | 16.49% | 16.07% |
| ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth |
₹1,275 | 4.94% | -2.51% | -6.67% | 12.34% | 10.11% |
| ICICI Prudential ESG Exclusionary Strategy Fund Direct-IDCW |
₹1,275 | 4.94% | -2.51% | -6.67% | 12.34% | 10.11% |
| ICICI Prudential ESG Exclusionary Strategy Fund-Growth |
₹1,275 | 4.84% | -2.75% | -7.70% | 11.07% | 8.79% |
| ICICI Prudential ESG Exclusionary Strategy Fund-IDCW |
₹1,275 | 4.84% | -2.75% | -7.70% | 11.07% | 8.79% |
| Kotak ESG Exclusionary Strategy Fund Direct-Growth |
₹685 | 7.45% | -1.85% | -1.96% | 10.87% | 7.92% |
| Kotak ESG Exclusionary Strategy Fund Direct-IDCW |
₹685 | 7.45% | -1.85% | -1.96% | 10.87% | 7.92% |
More funds from Quantum Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Quantum ESG Best In Class Strategy Fund Regular-Growth
|
₹88 | 4.38% | -4.50% | 1.69% | -4.98% | 7.45% |
Quantum ESG Best In Class Strategy Fund Direct-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI ESG Exclusionary Strategy Fund Direct Plan-Growth |
₹4,984 | ₹267.82 | 10.93% | 7.88% | 12.32% |
| SBI ESG Exclusionary Strategy Fund-Growth |
₹4,984 | ₹242.59 | 10.27% | 7.21% | 11.50% |
| SBI ESG Exclusionary Strategy Fund Direct Plan-IDCW |
₹4,984 | ₹96.14 | 10.93% | 7.88% | 12.32% |
| SBI ESG Exclusionary Strategy Fund-IDCW |
₹4,984 | ₹75.87 | 10.27% | 7.21% | 11.50% |
| ICICI Prudential ESG Exclusionary Strategy Fund-Growth |
₹1,275 | ₹21.23 | 11.07% | 8.79% | - |
| ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth |
₹1,275 | ₹22.95 | 12.34% | 10.11% | - |
| ICICI Prudential ESG Exclusionary Strategy Fund-IDCW |
₹1,275 | ₹14.44 | 11.07% | 8.79% | - |
| ICICI Prudential ESG Exclusionary Strategy Fund Direct-IDCW |
₹1,275 | ₹15.96 | 12.34% | 10.11% | - |
| Axis ESG Integration Strategy Fund Direct-Growth |
₹993 | ₹22.41 | 9.28% | 5.27% | - |
| Axis ESG Integration Strategy Fund Regular-Growth |
₹993 | ₹20.64 | 8.27% | 4.12% | - |
Quantum ESG Best In Class Strategy Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 8.59% | ₹7.93 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.21% | ₹6.38 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.95% | ₹6.29 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.23% | ₹6.10 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.87% | ₹6.05 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.87% | ₹6.01 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.87% | ₹6.01 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.16% | ₹5.89 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.03% | ₹5.72 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.32% | ₹5.57 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.32% | ₹5.57 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant ESG Integration Strategy Fund Direct-Growth |
₹42.62 | 18.32% | 17.95% | - |
| Quant ESG Integration Strategy Fund Direct-IDCW |
₹42.56 | 18.32% | 17.95% | - |
| Quant ESG Integration Strategy Fund Regular-Growth |
₹38.85 | 16.49% | 16.07% | - |
| Quant ESG Integration Strategy Fund Regular-IDCW |
₹38.66 | 16.49% | 16.07% | - |
| ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth |
₹22.95 | 12.34% | 10.11% | - |
| ICICI Prudential ESG Exclusionary Strategy Fund Direct-IDCW |
₹15.96 | 12.34% | 10.11% | - |
| ICICI Prudential ESG Exclusionary Strategy Fund-Growth |
₹21.23 | 11.07% | 8.79% | - |
| ICICI Prudential ESG Exclusionary Strategy Fund-IDCW |
₹14.44 | 11.07% | 8.79% | - |
| Kotak ESG Exclusionary Strategy Fund Direct-Growth |
₹18.61 | 10.87% | 7.92% | - |
| Kotak ESG Exclusionary Strategy Fund Direct-IDCW |
₹18.61 | 10.87% | 7.92% | - |
Frequently Asked Questions
Quantum ESG Best In Class Strategy Fund Direct-Growth
What is the current AUM of Quantum ESG Best In Class Strategy Fund Direct-Growth?
As of Wed Sep 30, 2026, Quantum ESG Best In Class Strategy Fund Direct-Growth manages assets worth ₹88.1 crore
How has Quantum ESG Best In Class Strategy Fund Direct-Growth performed recently?
- 3 Months: -4.13%
- 6 Months: 2.41%
What is the long-term performance of Quantum ESG Best In Class Strategy Fund Direct-Growth?
- 3 Years CAGR: 8.90%
- 5 Years CAGR: 7.12%
- Since Inception: 13.09%
What is the portfolio composition of Quantum ESG Best In Class Strategy Fund Direct-Growth?
Equity: 97.77%, Others: 2.23%.
Who manages Quantum ESG Best In Class Strategy Fund Direct-Growth?
Quantum ESG Best In Class Strategy Fund Direct-Growth is managed by Chirag Mehta from Quantum Mutual Fund.
What is the market-cap allocation of Quantum ESG Best In Class Strategy Fund Direct-Growth?
Large Cap: 40.92%, Mid Cap: 27.47%, Small Cap: 31.61%.
Which are the top companies Quantum ESG Best In Class Strategy Fund Direct-Growth has invested in?
- Repo – 8.59% of the fund's portfolio
- TVS Motor Company Ltd – 6.21% of the fund's portfolio
- TVS Motor Company Ltd – 5.95% of the fund's portfolio
- TVS Motor Company Ltd – 6.23% of the fund's portfolio
- TVS Motor Company Ltd – 5.87% of the fund's portfolio
Which are the major sectors Quantum ESG Best In Class Strategy Fund Direct-Growth focuses on?
- Consumer Discretionary – 116.27% of the fund's portfolio
- Unspecified – 8.59% of the fund's portfolio




