Overview ( as on 01/07/25 )

NAV
₹24.47
Last change
₹-0.02 -0.0%
Fund Size (AUM)
104.28 Cr
Performance
20.4% (5Y)

Fund Details

logo
Quantum ESG Best In Class Strategy Fund Regular Growth
as of 01/07/25
AUM

104.28 Cr

Expense Ratio

2.1 %

Benchmark

Nifty 100 ESG TR INR

ISIN

INF082J01390

Fund Manager

Chirag Mehta

Exit Load

1.0% if redeemed within 0-365 days

0% if redeemed after 365 days


Fund Performance 1Y 3Y 5Y
Quantum ESG Best In Class Strategy Fund Regular Growth 6.66% 18.15% 20.4%
Nifty 100 ESG TR INR 5.47% 18.67% 20.97%

Top 10 Holdings

TVS Motor Co Ltd

4.88%

Indian Hotels Co Ltd

4.29%

HDFC Bank Ltd

3.55%

Kotak Mahindra Bank Ltd

2.85%

Marico Ltd

2.79%

ICICI Lombard General Insurance Co Ltd

2.69%

Persistent Systems Ltd

2.69%

Bajaj Finance Ltd

2.47%

ICICI Prudential Life Insurance Co Ltd

2.18%

HDFC Life Insurance Co Ltd

2.12%

Sector Allocation

Consumer Cyclical

30.61%

Financial

23.6%

Technology

13.54%

Industrials

9.28%

Consumer Defensive

8.22%

Basic Materials

6.53%

Healthcare

5.18%

Energy

1.95%

Communication Services

1.08%

Asset Allocation

  • 94%

    Equity
  • 6%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

Investment Performance

If you invested in this fund:
In the past (time duration):
Calculate
Total value today:
Returns:
0
+0%
If you invested in this fund:
In the past (time duration):
Calculate
Total value today:
Returns:
0
+0%
Minimum SIP
1000
Minimum Lumpsum
5000
Start Investing

Mutual funds by category

Expert Thoughts

...
General

Tools To Use On Fisdom for Personal Finance

...
Investment

SIPs and The Butterfly Effect

...
Personal Finance

The Optimistic Route: Mutual Funds