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

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  • (-0.18%)Nav, as on 07-03-2025

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  • Net Change on 07-03-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Quantum ESG Best In Class Strategy Fund - DIRECT PLAN - GROWTH OPTION -6.82 -11.28 1.38 14.10 17.93 15.69
BSE SENSEX - TRI -4.47 -8.90 1.51 13.47 16.00 13.27
NIFTY100 ESG - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Quantum ESG Best In Class Strategy Fund - DIRECT PLAN - GROWTH OPTION Jul 12, 2019 1.38 14.10 17.93 0.74 86.49
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 11.55 29.46 27.68 0.53 5,517.19
UTI-Transpotation and Logistics Fund-Growth Option- Direct Jan 01, 2013 -0.66 27.29 24.62 0.87 3,042.57
HDFC Housing Opportunities Fund - Growth Option - Direct Plan Dec 06, 2017 -4.58 21.26 19.53 1.22 1,165.41
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option Feb 12, 2020 Unrated 3.37 11.67 15.72 1.34 1,163.13
HSBC Business Cycles Fund - Direct Growth Aug 20, 2014 5.35 22.30 20.44 1.16 854.89

Fund Holdings as on 28-February-2025

  • The Indian Hotels Company Ltd*

  • TVS Motor Company Ltd*

  • TREPS ^

  • HDFC Bank Ltd*

  • Persistent Systems Ltd*

  • Marico Ltd*

  • ICICI Lombard General Insurance Company Ltd*

  • Infosys Ltd*

  • ICICI Bank Ltd*

  • Bajaj Finance Ltd*

  • Castrol India Ltd*

  • Tata Consumer Products Ltd

  • Tata Consultancy Services Ltd

  • Mahindra & Mahindra Ltd

  • Kotak Mahindra Bank Ltd

  • Bajaj Finserv Ltd

  • Wipro Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Voltas Ltd

  • Maruti Suzuki India Ltd

  • Thermax Ltd

  • Tata Communications Ltd

  • Havells India Ltd

  • HDFC Life Insurance Company Ltd

  • Syngene International Ltd

  • HCL Technologies Ltd

  • Bosch Ltd

  • Tata Motors Ltd

  • Tech Mahindra Ltd

  • Central Depository Services (India) Ltd

  • Titan Company Ltd

  • Rallis India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Vinati Organics Ltd

  • Bajaj Auto Ltd

  • IndusInd Bank Ltd

  • Colgate Palmolive (India) Ltd

  • Hindustan Unilever Ltd

  • Dr. Lal Path Labs Ltd

  • Coforge Ltd

  • Narayana Hrudayalaya Ltd

  • ABB India Ltd

  • Eicher Motors Ltd

  • Tata Chemicals Ltd

  • Sundram Fasteners Ltd

  • The Federal Bank Ltd

  • Asian Paints Ltd

  • Godrej Consumer Products Ltd

  • Nuvoco Vistas Corporation Ltd

  • Mphasis Ltd

  • Hitachi Energy India Ltd

  • Krishna Institute Of Medical Sciences Ltd

  • LT Foods Ltd

  • Hero MotoCorp Ltd

  • Computer Age Management Services Ltd

  • GMM Pfaudler Ltd

  • Orient Electric Ltd

  • EPL Ltd

  • Mahindra Logistics Ltd

  • Net Receivable/(payable)

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  • IT - Software

  • Bank - Private

  • Automobile Two & Three Wheelers

  • Insurance

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Household & Personal Products

  • Consumer Food

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Chemicals

  • Finance - NBFC

  • Depository Services

  • Lubricants

  • Tea/Coffee

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

  • Air Conditioners

  • Telecommunication - Service Provider

  • Business Support

  • Auto Ancillary

  • Automobiles-Trucks/Lcv

  • Diamond & Jewellery

  • Pesticides & Agrochemicals

  • Fasteners

  • Paints

  • Cement & Construction Materials

  • Plastic Products

  • Logistics

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Fund Manager

  • Cash

  • Equity

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About Quantum ESG Best In Class Strategy Fund

Scheme Analysis

Quantum ESG Best In Class Strategy Fund is a Equity - Thematic Fund - Other fund and belongs to Quantum Mutual Fund. It was launched on 12-Jul-2019 and currently has an AUM of ₹86.49 crore. Quantum ESG Best In Class Strategy Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY100 ESG - TRI as secondary index.

The NAV of Quantum ESG Best In Class Strategy Fund ended down ₹-0.04(-0.18%)yesterday to ₹22.81.

Among its top 3 holdings the fund has exposure to The Indian Hotels Company Ltd*, and

The Quantum ESG Best In Class Strategy Fund is managed by Chirag Mehta and Rajorshi Palit.

Fund House Contact

1st Floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate Mumbai - 400 020

+91 (22) 61447800
+91 (22) 22854318