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Quantum ESG Best In Class Strategy Fund Direct Growth
Equity
Thematic
High Risk
+14.26%
3Y annualised
-0.98% 1D
NAV: 09 Jan '26
₹25.37
Min. SIP amount
₹500
Fund size
₹102.57 Cr
Expense ratio
0.75%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,282 | -6.20% | |
| 3 years | ₹1,80,000 | ₹2,07,741 | +15.41% | |
| 5 years | ₹3,00,000 | ₹4,16,565 | +38.86% |
Holdings (53)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| TVS Motor Company Ltd. | Automobile | Equity | 6.21% |
| HDFC Bank Ltd. | Financial | Equity | 5.09% |
| Persistent Systems Ltd. | Technology | Equity | 3.46% |
| The Indian Hotels Company Ltd. | Services | Equity | 3.44% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 3.28% |
| Marico Ltd. | Consumer Staples | Equity | 3.23% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.16% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 2.96% |
| Bajaj Finance Ltd. | Financial | Equity | 2.93% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 2.66% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.65% |
| Infosys Ltd. | Technology | Equity | 2.55% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.35% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.27% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.07% |
| Central Depository Services (India) Ltd. | Financial | Equity | 2.00% |
| Bosch Ltd. | Automobile | Equity | 1.99% |
| HCL Technologies Ltd. | Technology | Equity | 1.83% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.82% |
| Havells India Ltd. | Capital Goods | Equity | 1.79% |
| Castrol India Ltd. | Energy | Equity | 1.75% |
| Eicher Motors Ltd. | Automobile | Equity | 1.68% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.68% |
| Rallis India Ltd. | Chemicals | Equity | 1.62% |
| Ion Exchange (India) Ltd. | Capital Goods | Equity | 1.58% |
| The Federal Bank Ltd. | Financial | Equity | 1.56% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.50% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.47% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.46% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 1.43% |
| Computer Age Management Services Ltd. | Services | Equity | 1.33% |
| Wipro Ltd. | Technology | Equity | 1.33% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.27% |
| LT Foods Ltd. | Consumer Staples | Equity | 1.27% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.26% |
| Hyundai Motor India Ltd. | Automobile | Equity | 1.26% |
| Syngene International Ltd. | Healthcare | Equity | 1.26% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.23% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 1.20% |
| VA Tech Wabag Ltd. | Capital Goods | Equity | 1.17% |
| Tata Communications Ltd. | Communication | Equity | 1.14% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.07% |
| ABB India Ltd. | Capital Goods | Equity | 1.06% |
| Vinati Organics Ltd. | Chemicals | Equity | 1.06% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 1.02% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 1.01% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 1.00% |
| EPL Ltd. | Chemicals | Equity | 0.99% |
| Tata Chemicals Ltd. | Chemicals | Equity | 0.97% |
| Symphony Ltd. | Consumer Discretionary | Equity | 0.95% |
| Indusind Bank Ltd. | Financial | Equity | 0.95% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.85% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.07% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +2.2% | +14.3% | +12.8% | +15.4% |
| Category average (Equity Thematic) | +4.1% | +14.2% | +13.9% | -- |
| Rank (Equity Thematic) | 9 | 8 | 6 | -- |
Exit load, stamp duty and tax
Exit load
For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
CMChirag MehtaJun 2019 - PresentView details
CM
Chirag Mehta
Jun 2019 - Present
View details
RPRajorshi PalitNov 2024 - PresentView details
RP
Rajorshi Palit
Nov 2024 - Present
View details
About Quantum ESG Best In Class Strategy Fund Direct Growth
Quantum ESG Best In Class Strategy Fund Direct Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to investors on 19 Sep 2005. Chirag Mehta is the Current Fund Manager of Quantum ESG Best In Class Strategy Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,249 Cr and the Latest NAV as of 09 Jan 2026 is ₹25.37.
The Quantum ESG Best In Class Strategy Fund Direct Growth is rated High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
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Investment Objective
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) criteria.
Fund benchmarkNIFTY 100 ESG Total Return Index
Fund house
Rank (total assets)#33 in India
Total AUM₹3,249.05 Cr
Date of Incorporation19 Sep 2005
Launch Date19 Sep 2005
Address1st floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation,
Churchgate Mumbai 400020
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,