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Jun 04, 2026


Category Equity
AUM (Cr.) 92.31
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 2.18
Sharpe Ratio -2.41
Beta Ratio 0.00
Fund Manager Chirag Mehta
Inception Date Jul 12, 2019
Risk Level Very High

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.

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Nifty 100 ESG TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Quantum ESG Best In Class Strategy Fund-Reg (G) -1.69 -8.88 -6.96 8.02 7.69 12.15
Benchmark - Nifty 100 ESG TRI -1.24 -7.01 0.2 12.08 9.96 0
Category Average - BEST EQUITY PERFORMERS -0.04 -0.86 4.09 16.53 13.66 9.49
Category Rank 4/10 3/10 3/10 3/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Active Momentum Fund - Reg (G) 13.5369 1.69 24.21 0.00 0.00 395.57 2.47 500.00 invest
Motilal Oswal Active Momentum Fund - Reg (IDCW) 13.5373 1.69 24.21 0.00 0.00 395.57 2.47 500.00 invest
Motilal Oswal Business Cycle Fund - Regular (G) 11.1451 1.50 -8.57 0.00 0.00 1,570.51 2.13 500.00 invest
Motilal Oswal Business Cycle Fund - Regular (IDCW) 11.1452 1.50 -8.57 0.00 0.00 1,570.51 2.13 500.00 invest
Nippon India Taiwan Equity Fund (G) 37.3583 -1.97 217.64 64.03 0.00 1,138.67 2.17 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-TREPS Apr 30, 2026 7.93 8.59 762.95
Equity-TVS Motor Co. Apr 30, 2026 4.91 5.32 3.84
Equity-HDFC Bank Apr 30, 2026 3.98 4.31 5.49
Equity-Marico Apr 30, 2026 3.26 3.54 8.43
Equity-Bajaj Finance Apr 30, 2026 2.85 3.08 21.02
Equity-Kotak Mah. Bank Apr 30, 2026 2.73 2.96 8.46
Equity-Persistent Syste Apr 30, 2026 2.72 2.94 -1.58
Equity-ICICI Lombard Apr 30, 2026 2.60 2.81 3.26
Equity-HDFC Life Insur. Apr 30, 2026 2.47 2.68 3.26
Equity-Va Tech Wabag Apr 30, 2026 2.29 2.48 42.38

latest news

SCHEME DETAILS

AMC Name
Quantum Mutual Fund
Fund Name
Quantum ESG Best In Class Strategy Fund-Reg (G)
Contact Person
Chirag Mehta
Registered Address
1th Floor, Apeejay House, 3 DinshawVachha Road, Backbay Reclamation, Churchgate, Mumbai - 400020
Telephone No
022-61447800
Fax No.
1800223864
Email
customercare:QuantumAMC.com
Website
www.quantumAMC.com