Quantum ESG Best In Class Strategy Fund Direct Growth
Very High Risk
Equity
3 Star
NAV as of Jun 20, 2025
₹25.21
0.96%1D Change
Returns since inception
16.84%p.a.
Very High Risk
Equity
3 Star
NAV as of Jun 20, 2025
₹25.21
0.96%1D Change
Returns since inception
16.84%p.a.
Quantum ESG Best In Class Strategy Fund Direct Growth
Very High Risk|Equity|3 Star
NAV as of Jun 20, 2025
₹25.21
0.96%1D
Returns since inception
16.84%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio0.75%
- Exit Load1% within 365 days
- AUM (Fund size)₹104.28 Crore
- Lock-in periodNo Lock-in
- Age5 yrs since Jul 12, 2019
- Min. investmentSIP ₹500 & Lump. ₹500
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Treps ^ | 6.15% |
| TVS Motor Co Ltd | 4.88% |
| Indian Hotels Co Ltd | 4.29% |
| HDFC Bank Ltd | 3.55% |
| Kotak Mahindra Bank Ltd | 2.85% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| ICICI Prudential ESG Excl... | ₹ 1,525 Cr | ₹23.78 | 0.98% | Very High |
| Axis ESG Integration Stra... | ₹ 1,246 Cr | ₹22.80 | 1.15% | Very High |
| SBI ESG Exclusionary Stra... | ₹ 5,715 Cr | ₹261.48 | 0.91% | Very High |
| DSP India T.I.G.E.R. Fund... | ₹ 2,531 Cr | ₹221.92 | 1.07% | Very High |
NAV History - Quantum India ESG Equity Fund Direct Plan - Growth
FUND | Quantum India ESG Equity Fund Direct Plan - Growth |
|---|---|
| NAV (Jun 20, 2025) | ₹25.21 |
| Class | Equity | Other |
| Inception Date | Jul 12, 2019 |
| Fund Manager | Chirag Mehta, Rajorshi Palit |
FUND | Quantum India ESG Equity Fund Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Quantum India ESG Eq... | 0.6% | 1.98% | 8.48% | 1.29% | 6.15% | 19.7% |
About Quantum Asset Management Co Pvt. Ltd.
Quantum Mutual Fund was launched in 2006 as India?s first direct to investor AMC. The sponsor of the AMC, Quantum Advisors Private Limited, was founded by Ajit Dayal in 1990 as India?s first institutional equity research house.
Quantum Asset Management Co Pvt. Ltd. Details
- No. of schemes21
- Total AUM₹1,785.69 Crore
- AddressQuantum Asset Management Company Private Limited, 505, Regent Chambers, Mumbai, Maharashtra, 400 021
- Phone+91 22 61447800
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.47 Lakhs ₹
Min investment of ₹500 required
