Quantum ESG Best In Class Strategy Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Quantum ESG Best In Class Strategy Growth Direct Plan

NAV
₹22.6400
-2.16%
(13 Mar)
AUM
95 Cr
TER
0.75%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.6%
+7.3%
+6.9%
+2.9%
+2.4%
+1.3%
3Y
+16.1%
+13.4%
+14.6%
+12.3%
+16.9%
+11.3%
5Y
+20.0%
+10.1%
+10.4%
+10.3%
+12.5%
+9.0%
ALL
+24.9%
+10.9%
+11.7%
+12.4%
+15.1%
+13.0%
VOL
17.2%
13.8%
14.3%
-
12.2%
15.5%
TER
0.9%
0.9%
1.4%
-
1.0%
0.8%
AUM
₹257 Cr
₹810 Cr
₹592 Cr
-
₹1,400 Cr
₹95 Cr
INFO
1.45
0.79
0.82
-
1.24
0.84
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Quantum ESG Best In Class Strategy (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
TVS Motor Co Ltd
6.0%
HDFC Bank Ltd
4.9%
Marico Ltd
3.4%
ICICI Lombard General Insurance Co Ltd
3.3%
Kotak Mahindra Bank Ltd
3.2%
Bajaj Finance Ltd
3.2%
HDFC Life Insurance Co Ltd
3.1%
Indian Hotels Co Ltd
3.0%
Persistent Systems Ltd
2.8%
Mahindra & Mahindra Ltd
2.7%
Top industry exposure
Consumer Cyclical
32.0%
Financial Services
27.9%
Technology
11.7%
Industrials
8.4%
Consumer Defensive
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
23%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Chirag Mehta
Rajorshi Palit

FAQs