Quantum ESG Best In Class Strategy Fund Direct Growth

Equity
Sectoral / Thematic
High Risk
15.31%
3Y annualised
+1.05% 1D
1M
6M
1Y
3Y
All
NAV: 01 Mar 2024₹22.21
Min. SIP amount₹500
RatingNA
Fund size₹83.53Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA32.6%15.3%18.8%
Category averageNA33.6%17.2%NA
Rank with in categoryNA32NA
Understand terms

Holdings (51)

NameSectorInstrumentAssets
FinancialEquity6.01%
AutomobileEquity5.36%
ServicesEquity4.00%
Consumer StaplesEquity3.39%
FinancialEquity2.95%
AutomobileEquity2.86%
TechnologyEquity2.83%
CommunicationEquity2.68%
TechnologyEquity2.66%
TechnologyEquity2.65%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Lower expense ratio: 0.84%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Consistently top ranked fund

Expense ratio, exit load and tax

Expense ratio: 0.84%

Inclusive of GST

Exit load

For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Chirag Mehta
Jun 2019 - Present
View details

Education
He has pursued M.Com from Mumbai University and CAIA.
Experience
Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd). He has more than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
Also manages these schemes

Sneha Joshi
Jun 2019 - Present
View details

Education
Ms Joshi has done B.A. (Economics), PG Diploma in Foreign Trade, Ph.D. & M.A. (Economics)
Experience
Prior to joining Quantum Mutual Fund, she was associated with Credit Capital Research as a fixed income research analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
6th Floor, Sea Breeze Building, Appasaheb Marathe Marg, Prabhadevi Mumbai 400021
Phone
1800-209-3863 / 1800-22-3863 / 91-22-61447800
Launch Date
19 Sep 2005
E-mail
NA
Quantum Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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