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 (31-05-2025)
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

24.14

16.07%

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 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. There is no assurance that the Investment Objective of the Scheme will be achieved.

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 7.58 17.59 16.32 20.75 -
ICICI Prudential ESG Exclusionary Strategy Fund - Growth 05-10-2020 14.95 26.3 21.76 - -
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth 24-12-2020 10.66 20.05 17.07 - -
Invesco India ESG Integration Strategy Fund - Growth 18-03-2021 9.74 20.72 16.19 - -
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option 01-02-2020 7.21 16.65 14.64 16.42 -
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth 01-11-2006 6.96 17.94 17.0 20.78 12.83
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option 05-12-2020 4.56 18.04 16.67 - -
Quant ESG Equity Fund - Growth Option - Regular Plan 05-11-2020 -0.48 24.32 21.5 - -

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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