Quantum ESG Best in Class Strategy Fund - Regular Plan- Growth
Quantum Asset Management Co Pvt. Ltd.
₹21.80 (+1.35%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
-8.79% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.15%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Equity - ESG
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹989
Invested ₹1,000
▼-1.09%1 year
₹912
Invested ₹1,000
▼-8.79%3 years
₹1,054
Invested ₹1,000
▲+5.40%5 years
₹1,046
Invested ₹1,000
▲+4.55%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Morningstar India Sust NR INR |
|---|---|
| Secondary Index Name | Morningstar India Sust NR INR |
| Index Name | Nifty 100 ESG TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -8.79% | +5.40% | +4.55% | — |
| Cumulative returns (%) | -8.79% | +17.08% | +24.93% | — |
Fund Manager
| Manager | Rajorshi Palit |
|---|---|
| Role | Manager |
| Manager Tenure | 1.91 yrs |
About Fund
| Date of Incorporation | 12 Jul 2019 |
|---|---|
| Fund House | Quantum Asset Management Co Pvt. Ltd. |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Quantum Asset Management Co Pvt. Ltd. |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| TVS Motor Co Ltd | 6.16% |
| HDFC Bank Ltd | 3.73% |
| The Federal Bank Ltd | 3.71% |
| Marico Ltd | 3.61% |
| Bajaj Finance Ltd | 3.46% |
| Persistent Systems Ltd | 3.31% |
| Kotak Mahindra Bank Ltd | 3.16% |
| ICICI Lombard General Insurance Co Ltd | 2.98% |
| Bosch Ltd | 2.96% |
| VA Tech Wabag Ltd | 2.86% |
| Indian Hotels Co Ltd | 2.78% |
| Kotak Mahindra Bank Ltd | 2.74% |
| Hitachi Energy India Ltd Ordinary Shares | 2.70% |
| ICICI Prudential Life Insurance Co Ltd | 2.66% |
| HDFC Life Insurance Co Ltd | 2.65% |
| Bajaj Finserv Ltd | 2.41% |
| Infosys Ltd | 2.35% |
| Mahindra & Mahindra Ltd | 2.28% |
| Amber Enterprises India Ltd Ordinary Shares | 2.23% |
Investment Strategy
The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies identified based on the Environment, Social and Governance (ESG) theme following Best in Class Strategy.
Long term capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.