Quantum ESG Best In Class Strategy Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -4.13%
Fund NAV

Fund Overview of Quantum ESG Best In Class Strategy Fund Direct-Growth

  • ₹88.1 Cr
    AUM
  • ₹24.61
    NAV
  • 0.81%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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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
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As on Thu Nov 05, 2026

Asset Allocation of Quantum ESG Best In Class Strategy Fund Direct-Growth

equities

97.77%

other assets or cash equivalents

2.23%
Large Cap: 40.92%
Mid Cap: 27.47%
Small Cap: 31.61%
Other: 0.00%
Top Holdings
Repo
8.59%
Tvs Motor Company Ltd
6.21%
Tvs Motor Company Ltd
5.95%
Tvs Motor Company Ltd
6.23%
Tvs Motor Company Ltd
5.87%
 
Top Sectors
Consumer Discretionary
116.27%
Unspecified
8.59%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Quantum ESG Best In Class Strategy Fund Direct-Growth

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%.
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.

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  • Rajorshi Palit

    Fund Manager

  • BBA. LLB (Hons.)

    Manager Education

  • Chirag Mehta

    Fund Manager

  • He has pursued M.Com from Mumbai University and CAIA.

    Manager Education

Key Metrics of Quantum ESG Best In Class Strategy Fund Direct-Growth

  • Standard Deviation
    15.90%
  • Mean
    8.33%
  • Sharpe Ratio
    0.17%
  • Alpha
    -1.57%
  • Beta
    1.04%
  • Sortino Ratio
    0.22%

Quantum ESG Best In Class Strategy Fund Direct-Growth Fund Details

Fund Names Quantum ESG Best In Class Strategy Fund Direct-Growth
Inception Date 12 Jul 2019
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹100
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Quantum ESG Best In Class Strategy Fund Direct-Growth Fund Returns Comparison

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

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant ESG Integration Strategy Fund Direct-Growth trend ₹328 1.84% -0.31% 19.40% 18.32% 17.95%
Quant ESG Integration Strategy Fund Direct-IDCW trend ₹328 1.84% -0.31% 19.40% 18.32% 17.95%
Quant ESG Integration Strategy Fund Regular-Growth trend ₹328 1.71% -0.70% 17.59% 16.49% 16.07%
Quant ESG Integration Strategy Fund Regular-IDCW trend ₹328 1.71% -0.70% 17.59% 16.49% 16.07%
ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth trend ₹1,275 4.94% -2.51% -6.67% 12.34% 10.11%
ICICI Prudential ESG Exclusionary Strategy Fund Direct-IDCW trend ₹1,275 4.94% -2.51% -6.67% 12.34% 10.11%
ICICI Prudential ESG Exclusionary Strategy Fund-Growth trend ₹1,275 4.84% -2.75% -7.70% 11.07% 8.79%
ICICI Prudential ESG Exclusionary Strategy Fund-IDCW trend ₹1,275 4.84% -2.75% -7.70% 11.07% 8.79%
Kotak ESG Exclusionary Strategy Fund Direct-Growth trend ₹685 7.45% -1.85% -1.96% 10.87% 7.92%
Kotak ESG Exclusionary Strategy Fund Direct-IDCW trend ₹685 7.45% -1.85% -1.96% 10.87% 7.92%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Quantum Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Quantum ESG Best In Class Strategy Fund Regular-Growth increase ₹88 4.38% -4.50% 1.69% -4.98% 7.45%
increase growth is based on 1-month returns of the funds

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 trend ₹4,984 ₹267.82 10.93% 7.88% 12.32%
SBI ESG Exclusionary Strategy Fund-Growth trend ₹4,984 ₹242.59 10.27% 7.21% 11.50%
SBI ESG Exclusionary Strategy Fund Direct Plan-IDCW trend ₹4,984 ₹96.14 10.93% 7.88% 12.32%
SBI ESG Exclusionary Strategy Fund-IDCW trend ₹4,984 ₹75.87 10.27% 7.21% 11.50%
ICICI Prudential ESG Exclusionary Strategy Fund-Growth trend ₹1,275 ₹21.23 11.07% 8.79% -
ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth trend ₹1,275 ₹22.95 12.34% 10.11% -
ICICI Prudential ESG Exclusionary Strategy Fund-IDCW trend ₹1,275 ₹14.44 11.07% 8.79% -
ICICI Prudential ESG Exclusionary Strategy Fund Direct-IDCW trend ₹1,275 ₹15.96 12.34% 10.11% -
Axis ESG Integration Strategy Fund Direct-Growth trend ₹993 ₹22.41 9.28% 5.27% -
Axis ESG Integration Strategy Fund Regular-Growth trend ₹993 ₹20.64 8.27% 4.12% -
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Top funds are based on Fund AUM

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Quantum ESG Best In Class Strategy Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified8.59%₹7.93 Cr
Tvs Motor Company LtdConsumer Discretionary6.21%₹6.38 Cr
Tvs Motor Company LtdConsumer Discretionary5.95%₹6.29 Cr
Tvs Motor Company LtdConsumer Discretionary6.23%₹6.10 Cr
Tvs Motor Company LtdConsumer Discretionary5.87%₹6.05 Cr
Tvs Motor Company LtdConsumer Discretionary5.87%₹6.01 Cr
Tvs Motor Company LtdConsumer Discretionary5.87%₹6.01 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.16%₹5.89 Cr
Tvs Motor Company LtdConsumer Discretionary6.03%₹5.72 Cr
Tvs Motor Company LtdConsumer Discretionary6.32%₹5.57 Cr
Tvs Motor Company LtdConsumer Discretionary6.32%₹5.57 Cr
View More

Top Equity Funds

increase growth is based on 5Y returns of the funds

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
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