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Quantum ESG Best In Class Strategy Fund

Growth
24.891.85% (-0.47)

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Quantum ESG Best In Class Strategy Fund

Growth
EquityThematic Fund
Small-size FundAssets Under Mgmt: ₹ 90 Cr
Very High RiskPrinciple investment will be at very high risk
24.891.85% (-0.47)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityThematic Fund
Small-size FundAssets Under Mgmt: ₹ 90 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8555.011.47
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3947.890.49

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 10% of units and 1% for remaining units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY100 ESG - TRI

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Quantum ESG Best In Class Strategy Fund21.00%14.41%18.23%
ICICI Pru India Opp Fund27.09%28.92%24.19%
HDFC Manufacturing Fund———
SBI Innovative Opportunities Fund———

Price Comparison

Compare Quantum ESG Best In Class Strategy Fund with any MF, ETF, stock or index
Compare Quantum ESG Best In Class Strategy Fund with any MF, ETF, stock or index
Quantum ESG Best In Class Strategy Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity6.53%93.47%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+22 moreInsuranceMiscellaneousTwo WheelersPrivate BanksIT Services & Consulting52.52 %6.06 %6.60 %8.02 %10.36 %16.44 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2416.64%16.80%15.77%14.25%14.89%16.44%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Indian Hotels Company Ltd
    INDHOTEL
    3M change : 0.99 %

    Holdings

    5.12 %

    0.99 %
  • TVS Motor Company Ltd
    TVSMOTOR
    3M change : -0.70 %

    Holdings

    4.94 %

    -0.70 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.39 %

    Holdings

    3.90 %

    0.39 %

AMC Profile

Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.

  • No.of Schemes

    12

  • Total AUM

    ₹ 2,585.04 Cr.

Fund Manager Profile

Chirag Mehta

AUM:  ₹542.03 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Rajorshi Palit

AUM:  ₹90.15 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 3.9yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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