Mutual Fund Details

Quantum ESG Best In Class Strategy Fund Direct - Growth

Equity Thematic-ESG

NAV

₹24.7800

as on 12 Nov 2024, 11:14 PM

₹-0.2900(1.16%)

Last Change

Scheme Ratings

Thematic-ESG

5Y Returns

Thematic-ESG

Rankings based on 5Y Returns | as on 12 Nov 2024

Quantum ESG Best In Class Strategy Fund Direct - Growth

18.97%

SBI ESG Exclusionary Strategy Fund Direct Plan-Growth

16.99%

Schemes Managed By

Chirag Mehta

Fund Manager

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,38,510

₹1,42,605

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹42,605

Profit (absolute return)

42.61%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

0.85%

In the last 6 months

14.53%

In the last 1 year

30.38%

In the last 3 years

42.61%

In the last 5 years

138.54%

In the last 10 years

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Quantum ESG Best In Class Strategy Fund Direct - Growth

as of 31 Oct 2024, 05:30 AM

₹88.39 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.

0.85%

Expense Ratio

Plan

Growth

0.22%

Cash Holding

Benchmark

NIFTY 100 ESG Total Return Index

Scheme Document

View

Benchmark

NIFTY 100 ESG Total Return Index

Exit Load

For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Automobile

16.15%

₹14.28 Cr

Technology

15.64%

₹13.82 Cr

Financial

15.16%

₹13.40 Cr

Consumer Staples

9.96%

₹8.80 Cr

Insurance

6.55%

₹5.79 Cr

Others

36.54%

₹32.30 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Automobile

16.15%

₹14.28 Cr

Technology

15.64%

₹13.82 Cr

Financial

15.16%

₹13.40 Cr

Consumer Staples

9.96%

₹8.80 Cr

Insurance

6.55%

₹5.79 Cr

Others

36.54%

₹32.30 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

TVS Motor Company Ltd.

5.18%

₹4.58 Cr

The Indian Hotels Company Ltd.

4.35%

₹3.85 Cr

HDFC Bank Ltd.

3.94%

₹3.48 Cr

Tata Consumer Products Ltd.

3.17%

₹2.80 Cr

Others

83.36%

₹73.68 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

TVS Motor Company Ltd.

5.18%

₹4.58 Cr

The Indian Hotels Company Ltd.

4.35%

₹3.85 Cr

HDFC Bank Ltd.

3.94%

₹3.48 Cr

Tata Consumer Products Ltd.

3.17%

₹2.80 Cr

Others

83.36%

₹73.68 Cr

View All

Funds in this Category

This fund's returns:

12.55%

Return Duration

3 Years

Quant ESG Equity Fund Direct - Growth

ICICI Prudential ESG Exclusionary Strategy Fund Direct - Growth

Kotak ESG Exclusionary Strategy Fund Direct - Growth

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 from Quantum Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund manager Chirag Mehta. It has an AUM of ₹88.39 Crores and the latest NAV decalared is ₹24.780 as on 13 Nov 2024 at 4:01 am.

Quantum ESG Best In Class Strategy Fund Direct - Growth scheme return performance in last 1 year is 30.38%, in last 3 years is 42.61% and 150.70% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.