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Quantum Mutual Fund · Equity: Thematic-ESG
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION
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.
EquityBenchmark · NIFTY 100 ESG TRITER · 2.18%Inception · 05-07-2019
NAV
₹22.25
+0.45% · as of 14-05-2026
Since inception
12.40%
CAGR
Benchmark (inception)
12.33%
CAGR
Fund size
₹1 Cr
AUM
Expense ratio
2.18%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +12.40% CAGR vs benchmark +12.33%.
Portfolio
Where the money is invested
Top holdings
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-5.69%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.54%
MARICO LIMITED NEW EQ RE.13.62%
Persistent Systems Ltd3.32%
Kotak Mahindra Bank Limited3.03%
ICICI LOMBARD GEN INSURANCE CO LTD EQ3.03%
HDFC LIFE INSURANCE COMPANY LIMITED EQ2.88%
Bajaj Finance Limited2.83%
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-2.78%
INFOSYS LIMITED EQ FV RS 52.54%
Sector allocation
Financial Services13.73%
Automobile and Auto Components9.29%
Consumer Durables5.86%
Information Technology5.28%
Fast Moving Consumer Goods3.11%
Healthcare2.45%
Capital Goods2.27%
Chemicals1.83%
Utilities1.79%
Consumer Services1.39%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.4% p.a.₹10,000
10 years
Projected value
₹23,79,526
Invested: ₹12,00,000
Gained: ₹11,79,526
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Chirag Mehta, Mr. Rajorshi Palit
Manager since fund inception data not available
ISIN & identifiers
AMFI code
147371
ISIN (Growth)
INF082J01390
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-ESG funds
quant ESG Integration Strategy Fund Gr Reg Plan
₹35.82
1Y
+12.2%
3Y
+18.6%
5Y
+19.5%
Baroda BNP Paribas BestinClass Strategy Fund Reg Gr
₹10.12
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
ABSL ESG Integration Strategy Reg Gr
₹17.12
1Y
-1.0%
3Y
+12.2%
5Y
+10.9%
SBI ESG Exclusionary Strategy Reg Gr
₹228.71
1Y
-2.3%
3Y
+10.8%
5Y
+11.1%
Kotak ESG Exclusionary Strategy Reg Gr
₹16.18
1Y
-2.6%
3Y
+10.6%
5Y
+8.8%
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