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Quantum ESG Best In Class Strategy Fund Direct Growth
+12.33%
3Y annualised
+1.44% 1D
NAV: 19 Mar '26
₹22.54
Min. for SIP
₹500
Fund size
₹94.88 Cr
Expense ratio
0.75%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹27,684 | -7.72% | |
| 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 (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| TVS Motor Company Ltd. | Automobile | Equity | 6.03% |
| HDFC Bank Ltd. | Financial | Equity | 4.93% |
| Marico Ltd. | Consumer Staples | Equity | 3.40% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 3.33% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.22% |
| Bajaj Finance Ltd. | Financial | Equity | 3.19% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 3.06% |
| The Indian Hotels Company Ltd. | Services | Equity | 3.05% |
| Persistent Systems Ltd. | Technology | Equity | 2.82% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.73% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 2.72% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.49% |
| Infosys Ltd. | Technology | Equity | 2.22% |
| Bosch Ltd. | Automobile | Equity | 2.17% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.02% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.00% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.92% |
| The Federal Bank Ltd. | Financial | Equity | 1.90% |
| Havells India Ltd. | Capital Goods | Equity | 1.90% |
| Central Depository Services (India) Ltd. | Financial | Equity | 1.90% |
| Castrol India Ltd. | Energy | Equity | 1.83% |
| HCL Technologies Ltd. | Technology | Equity | 1.80% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.79% |
| Eicher Motors Ltd. | Automobile | Equity | 1.78% |
| VA Tech Wabag Ltd. | Capital Goods | Equity | 1.76% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.73% |
| Rallis India Ltd. | Chemicals | Equity | 1.73% |
| Ion Exchange (India) Ltd. | Capital Goods | Equity | 1.64% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.62% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.61% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.58% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.53% |
| LT Foods Ltd. | Consumer Staples | Equity | 1.52% |
| Computer Age Management Services Ltd. | Services | Equity | 1.42% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 1.39% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.39% |
| ABB India Ltd. | Capital Goods | Equity | 1.35% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 1.25% |
| Indusind Bank Ltd. | Financial | Equity | 1.14% |
| Hyundai Motor India Ltd. | Automobile | Equity | 1.13% |
| EPL Ltd. | Chemicals | Equity | 1.08% |
| Vinati Organics Ltd. | Chemicals | Equity | 1.06% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.04% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 1.03% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 1.01% |
| Tata Chemicals Ltd. | Chemicals | Equity | 0.99% |
| Tata Communications Ltd. | Communication | Equity | 0.93% |
| Symphony Ltd. | Consumer Discretionary | Equity | 0.92% |
| Syngene International Ltd. | Healthcare | Equity | 0.88% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.80% |
| Wipro Ltd. | Technology | Equity | 0.61% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.08% |
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 | +1.5% | +12.3% | +10.3% | +13.4% |
| 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
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%.
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 ₹3,411 Cr and the Latest NAV as of 19 Mar 2026 is ₹22.54.
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₹3,410.82 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,