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Quantum ESG Best In Class Strategy Fund Direct Growth
+10.74%
3Y annualised
+0.25% 1D
NAV: 20 May '26
₹23.74
Min. for SIP
₹500
Fund size (AUM)
₹92.31 Cr
Expense ratio
0.74%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,375 | -2.08% | |
| 1 year | ₹60,000 | ₹57,582 | -4.03% | |
| 3 years | ₹1,80,000 | ₹1,86,612 | +3.67% | |
| 5 years | ₹3,00,000 | ₹3,56,783 | +18.93% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| TVS Motor Company Ltd. | Automobile | Equity | 5.32% |
| HDFC Bank Ltd. | Financial | Equity | 4.31% |
| Marico Ltd. | Consumer Staples | Equity | 3.54% |
| Bajaj Finance Ltd. | Financial | Equity | 3.08% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.96% |
| Persistent Systems Ltd. | Technology | Equity | 2.94% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 2.81% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 2.68% |
| VA Tech Wabag Ltd. | Capital Goods | Equity | 2.48% |
| Infosys Ltd. | Technology | Equity | 2.35% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 2.34% |
| The Federal Bank Ltd. | Financial | Equity | 2.27% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.27% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.24% |
| Bosch Ltd. | Automobile | Equity | 2.21% |
| Computer Age Management Services Ltd. | Services | Equity | 2.20% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 2.19% |
| Ion Exchange (India) Ltd. | Capital Goods | Equity | 2.04% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.99% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.98% |
| LT Foods Ltd. | Consumer Staples | Equity | 1.98% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.95% |
| Central Depository Services (India) Ltd. | Financial | Equity | 1.95% |
| Castrol India Ltd. | Energy | Equity | 1.86% |
| Rallis India Ltd. | Chemicals | Equity | 1.82% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.75% |
| Havells India Ltd. | Capital Goods | Equity | 1.73% |
| HCL Technologies Ltd. | Technology | Equity | 1.68% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.64% |
| Eicher Motors Ltd. | Automobile | Equity | 1.63% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.56% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 1.48% |
| ABB India Ltd. | Capital Goods | Equity | 1.45% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.41% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.38% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.30% |
| Tata Chemicals Ltd. | Chemicals | Equity | 1.26% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 1.15% |
| EPL Ltd. | Chemicals | Equity | 1.15% |
| Tata Communications Ltd. | Communication | Equity | 1.07% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 1.02% |
| Symphony Ltd. | Consumer Discretionary | Equity | 1.01% |
| Syngene International Ltd. | Healthcare | Equity | 1.01% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.99% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.98% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.97% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 0.93% |
| Indusind Bank Ltd. | Financial | Equity | 0.91% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.89% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.87% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.82% |
| Wipro Ltd. | Technology | Equity | 0.62% |
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 | -4.0% | +10.7% | +9.9% | +13.4% |
| Category average (Equity Thematic) | +4.1% | +14.2% | +13.9% | -- |
| Rank (Equity Thematic) | 8 | 9 | 7 | -- |
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 ₹3,298 Cr and the Latest NAV as of 20 May 2026 is ₹23.74.
The Quantum ESG Best In Class Strategy Fund Direct Growth is rated Very 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₹3,298.38 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,