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Quantum ESG Best In Class Strategy Fund-Reg Growth

Last Updated NAV Date: 29 Sep 2026

3 Year Returns

5.43%

NAV (₹)

22.0700

1 Day NAV Change

-1.30%

Quantum ESG Best In Class Strategy Fund-Reg Growth is a scheme from Quantum Mutual Fund AMC, launched on 12 Jul 2019 and currently managing ₹ 95.75 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹500. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

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Quantum ESG Best In Class Strategy Fund-Reg Growth Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 500
AUM₹ 95.75 Cr
Expense Ratio2.27%
Lock-in PeriodNo Lock-in Period
Inception Date12 Jul 2019
Fund Age7 Yrs

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’s 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.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return-6.92%
3 Month Return-1.91%
6 Month Return5.65%
1 Year Return-6.48%
3 Year Return5.43%
5 Year Return5.20%

Asset Allocation

AUM

₹95.75 Cr

Cash Holdings

2.3%

Equity

97.77%

Cash

2.3%

Debt

0%

Other

0%

Quantum ESG Best In Class Strategy Fund-Reg Growth Sector Holdings

Last Updated: 31 Aug 2026
SectorsAllocationWeightageValue (in Cr.)
Automobile
17.30%₹ 16.561
Banks
10.37%₹ 9.928
IT - Software
9.83%₹ 9.411
Consumer Durables
8.51%₹ 8.144
Insurance
6.93%₹ 6.637
FMCG
6.71%₹ 6.422
Healthcare
5.75%₹ 5.502
Finance
5.42%₹ 5.188
Infrastructure Developers & Operators
4.87%₹ 4.658
Others
4.78%₹ 4.576

Quantum ESG Best In Class Strategy Fund-Reg Growth Stock Holdings

Last Updated: 31 Aug 2026
NameAllocationWeightageValue (in Cr.)Sector
TVS Motor Co.
6.16%₹ 5.894Automobile
HDFC Bank
3.73%₹ 3.571Banks
Federal Bank
3.71%₹ 3.551Banks
Marico
3.61%₹ 3.454FMCG
Bajaj Finance
3.46%₹ 3.314Finance
Persistent Syste
3.31%₹ 3.167IT - Software
Bosch
2.96%₹ 2.83Auto Ancillaries
Va Tech Wabag
2.86%₹ 2.743Infrastructure Developers & Operators
HDFC Life Insur.
2.65%₹ 2.539Insurance
TREPS
2.30%₹ 2.2Debt Others

Fund Manager Details

He has over 5 years of experience in financial service, he had joined quantum AMC in 2007 as Associate fund Manager - Commodities. Prior he had worked with quantum Advisors as Assistant Analyst - Commodities MMS(Finance), M.Com., MMS (Finance) and M.Com from Mumbai University

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Quantum Mutual Fund

Funds Managed

15

Assets Managed

₹ 3,939.80 Cr

Contact Details

Registered Address

1th Floor, Apeejay House, 3 DinshawVachha Road, Backbay Reclamation, Churchgate, Mumbai - 400020

Managing Director

Jimmy A Patel

Chief Executive Officer

Seemant Shukla

Compliance Officer

Malay Vora

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Quantum ESG Best In Class Strategy Fund-Reg Growth through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Quantum ESG Best In Class Strategy Fund-Reg Growth is ₹ 500 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Quantum ESG Best In Class Strategy Fund-Reg Growth has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Quantum ESG Best In Class Strategy Fund-Reg Growth over the past three years is 5.43%.
The current NAV of Quantum ESG Best In Class Strategy Fund-Reg Growth is 22.0700.
The Expense ratio of Quantum ESG Best In Class Strategy Fund-Reg Growth is 2.27%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Quantum ESG Best In Class Strategy Fund-Reg Growth fund is ₹ 95.75 Cr. It represents the total assets held and managed by the fund.
The exit load for Quantum ESG Best In Class Strategy Fund-Reg Growth is 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.
The fund managers of the Quantum ESG Best In Class Strategy Fund-Reg Growth are Chirag Mehta, Rajorshi Palit. However, with management's discretion, the fund manager could also change during the tenure.
Quantum ESG Best In Class Strategy Fund-Reg Growth was launched on 12 Jul 2019. Since then, the fund has formed an NAV (Net Asset Value) of 22.0700.

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