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

23.61

15.83%

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 11.11 17.48 16.4 22.37 -
ICICI Prudential ESG Exclusionary Strategy Fund - Growth 05-10-2020 18.49 27.32 22.49 - -
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth 24-12-2020 16.73 20.17 16.68 - -
Invesco India ESG Integration Strategy Fund - Growth 18-03-2021 10.86 20.26 16.12 - -
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth 01-11-2006 10.61 18.47 17.77 22.53 12.44
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option 01-02-2020 8.61 17.32 16.23 17.8 -
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option 05-12-2020 8.49 18.51 16.74 - -
Quant ESG Equity Fund - Growth Option - Regular Plan 05-11-2020 3.4 22.17 21.11 - -

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

19.96%

Others

4.78%

Large Cap

48.63%

Mid Cap

26.63%

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