Quantum ESG Best In Class Strategy Fund(G) Mutual fund

Quantum ESG Best In Class Strategy Fund(G)

Q: How to Invest in Quantum ESG Best In Class Strategy Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Quantum ESG Best In Class Strategy Fund good?

The Quantum ESG Best In Class Strategy Fund has an AUM of ₹90.15 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.41%. The risk is Very High against the category average of 70.28.

Q: Is Quantum ESG Best In Class Strategy Fund tax free?

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%.

Q: What is the lock-in period of Quantum ESG Best In Class Strategy Fund?

There is no lock-in period applicable on Quantum ESG Best In Class Strategy Fund.

Q: What is the expense ratio of Quantum ESG Best In Class Strategy Fund?

The expense ratio of Quantum ESG Best In Class Strategy Fund is 2.1%.

Equity

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Sectoral

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Fund Details

Current NAV

₹23.82

Expense Ratio

2.1%

Min SIP

₹100

Fund Size

₹90Cr

Min Investment

₹500

Lock In

Scheme Information Document

Exit load: 10% of units If redeemed or switched out on or before 365 days from the date of allotment - Nil Remaining 90% of units if redeemed or switched out on or before 365 days from the date of allotment- 1.00% Nil - If redeemed or switched out on or after 365 days from the date of allotment

Fund Performance

Alpha

1.08%

Beta

0.97

Sharpe Ratio

0.476

Risk

12.88%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Quantum ESG Best In Class Strategy Fund(G) FAQs

Q1. How to Invest in Quantum ESG Best In Class Strategy Fund through Rupeezy?

Q2. Is Quantum ESG Best In Class Strategy Fund good?

Q3. Is Quantum ESG Best In Class Strategy Fund tax free?

Q4. What is the lock-in period of Quantum ESG Best In Class Strategy Fund?

Q5. What is the expense ratio of Quantum ESG Best In Class Strategy Fund?

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