- Mutual Funds
- Quantum Mutual Fund
- Quantum ESG Best In Class Strategy Fund Regular Growth
Quantum ESG Best In Class Strategy Fund Regular Plan Growth
₹ 25.24
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 25.24
NAV (Oct 15)
Fund Returns
Last 1Y | 33.5% |
Last 3Y | 12.2% |
Last 5Y | 20.1% |
Last 10Y | NA |
Since Inception | 19.3% |
6 Month CAGR | 16.6% |
Scheme Information
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
Expense Ratio | 2.1 |
Launched (0y ago) | 2.1 |
AUM in Crores | 94.6 |
ISIN | INF082J01390 |
Lock-in | - |
Benchmark | NIFTY 100 ESG Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.2 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum ESG Best In Class Strategy Fund (G) | 12,21,395 | 4,88,783 | 20.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
TVS Motor Company Ltd.
5.2%Others
5%The Indian Hotels Company Ltd.
4.2%HDFC Bank Ltd.
3.6%Tata Consumer Products Ltd.
3.2%Allocation by Sector
Automobile
16.9%Technology
15.3%Financial
14.8%Consumer Staples
11.2%Insurance
6.7%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Quantum Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.8% | 7.8% | ||
5.9% | 6.7% | ||
17% | 17.3% | ||
17% | 14.5% | ||
15.3% | 8.3% |
Quantum ESG Best In Class Strategy Fund Regular Plan Growth Review
Quantum ESG Best In Class Strategy Fund Regular Plan Growth is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 19.27% over a period of 5 years. The fund is managed by Quantum Mutual Fund. The fund managers are Chirag Mehta, Sneha Joshi.
Nav of Quantum ESG Best In Class Strategy Fund as of 10/15/2024 is ₹25.24 with the total AUM as of 10/16/2024 is ₹94.596034. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum ESG Best In Class Strategy Fund was launched on 2019-07-12. The category risk of the fund is null.
The minimum SIP amount for Quantum ESG Best In Class Strategy Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Quantum ESG Best In Class Strategy Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 100 ESG Total Return Index.
It is rated as a null fund in Equity and delivered 33.545% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum ESG Best In Class Strategy Fund.
Frequently Asked Questions
What is Quantum ESG Best In Class Strategy Fund?
How to invest in Quantum ESG Best In Class Strategy Fund?
You can invest in Quantum ESG Best In Class Strategy Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quantum ESG Best In Class Strategy Fund?
The minimum sip amount for Quantum ESG Best In Class Strategy Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Quantum ESG Best In Class Strategy Fund Regular Plan good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quantum ESG Best In Class Strategy Fund Regular Plan Growth?
The expense ratio of the Quantum ESG Best In Class Strategy Fund Regular Growth is 2.1% for regular plan.
What is the NAV of Quantum ESG Best In Class Strategy Fund?
Today's Quantum ESG Best In Class Strategy Fund Regular Growth NAV is ₹25.24.