Quantum ESG Best In Class Strategy Fund
Equity
●
Thematic
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
NA
Expense Ratio
2.18%
Min SIP
₹500
Fund Size
₹83Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: Nil upto 10% of units and 1% for remaining units on or before 365D, Nil after 365D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
NA
Beta
0.97
Sharpe Ratio
0.102436
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-0.67)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Taurus Ethical Fund
- Quantum Ethical Fund
- Franklin India Opportunities Fund
- Tata Ethical Fund
- Kotak Active Momentum Fund
- Kotak Rural Opportunities Fund
- HDFC Innovation Fund
- SBI ESG Exclusionary Strategy Fund
- Nippon India Quant Fund
- Canara Robeco Manufacturing Fund
- Bank of India Business Cycle Fund
- Quantum ESG Best In Class Strategy Fund
- Kotak Pioneer Fund
- Quant ESG Integration Strategy Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Invesco India ESG Integration Strategy Fund
- Motilal Oswal Manufacturing Fund
- HSBC India Export Opportunities Fund
- ICICI Prudential Quant Fund
- Axis Momentum Fund
- The Wealth Company Ethical Fund
- HDFC Business Cycle Fund
- Kotak Special Opportunities Fund
- Shriram Multi Sector Rotation Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Bandhan Innovation Fund
- WhiteOak Capital Special Opportunities Fund
- ICICI Prudential Manufacturing Fund
- Bandhan Transportation and Logistics Fund
- Quant Quantamental Fund
- Invesco India Manufacturing Fund
- ICICI Prudential Commodities Fund
- Axis Business Cycles Fund
- Quant Commodities Fund
- Tata India Innovation Fund
- HDFC Defence Fund
- SBI Quality Fund
- SBI PSU Fund
- Axis Innovation Fund
- Axis Quant Fund
- Sundaram Business Cycle Fund
- HSBC Business Cycles Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- WhiteOak Capital Quality Equity Fund
- DSP Business Cycle Fund
- ICICI Prudential Conglomerate Fund
- Motilal Oswal Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- Nippon India Innovation Fund
- Union Active Momentum Fund
- Baroda BNP Paribas Business Cycle Fund
- Tata Business Cycle Fund
- SBI Equity Minimum Variance Fund
- Baroda BNP Paribas Innovation Fund
- Mahindra Manulife Innovation Opportunities Fund
- LIC MF Manufacturing Fund
- Aditya Birla Sun Life Quant Fund
- Motilal Oswal Innovation Opportunities Fund
- Bandhan Business Cycle Fund
- Union Innovation & Opportunities Fund
- ICICI Prudential Housing Opportunities Fund
- UTI Innovation Fund
- ICICI Prudential Active Momentum Fund
- Quant Business Cycle Fund
- ICICI Prudential PSU Equity Fund
- Quant Manufacturing Fund
- HDFC Manufacturing Fund
- SBI Quant Fund
- Motilal Oswal Active Momentum Fund
- SBI Innovative Opportunities Fund
- Motilal Oswal Special Opportunities Fund
- Invesco India Business Cycle Fund
- UTI-Transportation and Logistics Fund
- Sundaram Multi-Factor Fund
- Baroda BNP Paribas Manufacturing Fund
- Nippon India Active Momentum Fund
- ITI Business Cycle Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Invesco India PSU Equity Fund
- Motilal Oswal Quant Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Housing Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- HDFC Consumption Fund
- Union Business Cycle Fund
- Kotak Manufacture in India Fund
- ICICI Prudential Transportation and Logistics Fund
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics Fund
Chirag Mehta
Quantum Mutual FundTotal assets under management
₹2.89L Crores
Date of incorporation
19 Sept 2005
Quantum ESG Best In Class Strategy Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Quantum ESG Best In Class Strategy Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Quantum ESG Best In Class Strategy Fund has an AUM of ₹83.11 Cr as on 4/10/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.75%. The risk is Very High against the category average of 63.27.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Quantum ESG Best In Class Strategy Fund.
Ans. The expense ratio of Quantum ESG Best In Class Strategy Fund is 2.18%.