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Quantum ESG Best In Class Strategy Fund(G)-Direct Plan

Quantum ESG Best In Class Strategy Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+6.73%

5Y annualised

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NAV : 17 Sep 2026

₹24.58

Min. SIP amount

₹500

Fund size (AUM)

95 Cr

Expense ratio

0.75%

Launched on

12 Jul 2019

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,21,192

Stock Allocation

Stock nameSectorAllocation
Tvs Motor Company Ltd*Automobile & Ancillaries6.16%
Hdfc Bank Ltd*Bank3.73%
The Federal Bank Ltd*Bank3.71%

Fund Composition

95 Cr

Large Cap

43.07%

Mid Cap

24.71%

Small Cap

29.98%

Others

2.25%

Sector Allocation

95 Cr

Automobile & Ancillaries

22.67%

Bank

10.14%

Business Services

9.73%

It

9.61%

Fmcg

7.58%

Insurance

6.78%

Capital Goods

6.65%

Consumer Durables

5.97%

Others

20.90%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil upto 10% of units and 1% for remaining units on or before 365D, Nil after 365D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

CM

Chirag Mehta

Present

RP

Rajorshi Palit

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+36.32%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
I

ICICI Pru US Bluechip Equity Fund(G)-Direct Plan

+16.23%

FAQs

Quantum ESG Best In Class Strategy Fund(G)-Direct Plan is a part of Quantum Asset Management Company Private Limited, it was incepted on 12 Jul 2019. This fund is managed by Chirag Mehta and Rajorshi Palit. It is a Equity type of fund.

The current NAV of Quantum ESG Best In Class Strategy Fund(G)-Direct Plan is ₹24.58 (as of 17 Sep 2026).

Quantum ESG Best In Class Strategy Fund(G)-Direct Plan has delivered -6.31% in 1 year, 6.98% in 3 years, and 6.73% in 5 years (annualised).

The minimum SIP amount for Quantum ESG Best In Class Strategy Fund(G)-Direct Plan is ₹500.

The expense ratio of Quantum ESG Best In Class Strategy Fund(G)-Direct Plan is 0.75%.

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