QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION

Fund House: Quantum Mutual Fund
Category: Equity: Thematic-ESG
Launch Date: 05-07-2019
Asset Class: Equity
Benchmark: NIFTY 100 ESG TRI
TER: 2.1% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 94.69 Cr As on 30-04-2025(Source:AMFI)
Turn over: 27.4% | Exit Load: NIL- 10% of units - if redeemed/switched out within 1 year from the date of allotment, 1%- Remaining 90% of units if redeemed switched out on or before 365 days from the date of allotment or NIL – if redeemed / switched out after 1 year from the date of allotment

23.78

15.94%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 ESG TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.74
Sharpe Ratio 0.47
Alpha 0.11
Beta 0.9
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION 05-07-2019 10.35 18.21 16.72 23.12 -
ICICI Prudential ESG Exclusionary Strategy Fund - Growth 05-10-2020 16.41 27.44 23.05 - -
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth 24-12-2020 14.28 20.38 17.0 - -
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth 01-11-2006 9.41 18.95 17.97 23.41 12.39
Invesco India ESG Integration Strategy Fund - Growth 18-03-2021 9.32 20.53 16.23 - -
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option 01-02-2020 9.04 18.19 16.04 18.13 -
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option 05-12-2020 6.68 18.71 16.79 - -
Quant ESG Equity Fund - Growth Option - Regular Plan 05-11-2020 2.88 23.5 20.71 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

20.88%

Others

0.14%

Others

4.25%

Large Cap

49.26%

Mid Cap

25.47%

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