Quantum ESG Best In Class Strategy Fund Direct Growth

Equity
Thematic
High Risk
15.02%
3Y annualised
+0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Dec 2024₹25.71
Min. SIP amount₹500
RatingNA
Fund size₹94.60Cr

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 Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.1%15.0%19.9%19.1%
Category average25.7%14.2%17.8%NA
Rank with in category421NA
Understand terms

Holdings (54)

NameSectorInstrumentAssets
AutomobileEquity5.16%
ServicesEquity4.45%
FinancialEquity3.84%
TechnologyEquity2.84%
Consumer StaplesEquity2.69%
TechnologyEquity2.64%
CommunicationEquity2.60%
InsuranceEquity2.48%
FinancialEquity2.48%
TechnologyEquity2.40%
AutomobileEquity2.35%
Consumer StaplesEquity2.30%
Capital GoodsEquity2.28%
InsuranceEquity2.14%
Consumer DiscretionaryEquity2.09%
InsuranceEquity1.93%
TechnologyEquity1.92%
AutomobileEquity1.88%
FinancialEquity1.82%
Capital GoodsEquity1.79%
AutomobileEquity1.77%
FinancialEquity1.73%
TechnologyEquity1.71%
HealthcareEquity1.69%
AutomobileEquity1.68%
TechnologyEquity1.63%
ChemicalsEquity1.57%
Consumer StaplesEquity1.56%
FinancialEquity1.52%
Consumer DiscretionaryEquity1.50%
ChemicalsEquity1.49%
FinancialEquity1.49%
TechnologyEquity1.46%
HealthcareEquity1.39%
FinancialEquity1.35%
AutomobileEquity1.31%
ChemicalsEquity1.21%
AutomobileEquity1.12%
HealthcareEquity1.11%
ChemicalsEquity1.10%
Consumer StaplesEquity1.09%
ConstructionEquity1.07%
Consumer DiscretionaryEquity1.07%
TechnologyEquity1.04%
EnergyEquity1.00%
ServicesEquity1.00%
Capital GoodsEquity0.96%
FinancialEquity0.93%
Consumer StaplesEquity0.88%
AutomobileEquity0.88%
ServicesEquity0.83%
HealthcareEquity0.80%
Consumer StaplesEquity0.72%
Consumer StaplesEquity0.72%
See All

Expense ratio, exit load and tax

Expense ratio: 0.85%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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
1st floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate Mumbai 400020
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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