Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan

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  • Net Change on 11-11-2025

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Fund Overview Growth | Direct Plan

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Fund Objective

The Investment Objective of the scheme is to achieve long-term capital appreciation by investingin share of companies identified based on the Environment, Social and Governance (ESG) themefollowing Best in Class Strategy.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Quantum ESG Best In Class Strategy Fund - DIRECT PLAN - GROWTH OPTION -0.24 2.42 0.91 14.06 16.32 15.83
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
NIFTY100 ESG - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Quantum ESG Best In Class Strategy Fund - DIRECT PLAN - GROWTH OPTION Jul 12, 2019 0.91 14.06 16.32 0.75 102.48
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 10.07 23.79 32.73 0.66 32,669.01
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 5.68 26.77 29.59 0.75 6,715.37
UTI-Transpotation and Logistics Fund-Growth Option- Direct Jan 01, 2013 14.57 24.60 27.28 0.83 4,008.33
Tata Ethical Fund -Direct Plan Growth Jan 01, 2013 -5.36 12.44 17.88 0.65 3,697.72
Kotak Pioneer Fund- Direct Plan- Growth Option Oct 31, 2019 8.38 24.28 23.91 0.48 3,284.80

Fund Holdings as on 31-October-2025

  • TVS Motor Company Ltd*

  • HDFC Bank Ltd*

  • The Indian Hotels Company Ltd*

  • Persistent Systems Ltd*

  • ICICI Lombard General Insurance Company Ltd*

  • Marico Ltd*

  • Bajaj Finance Ltd*

  • TREPS ^

  • Kotak Mahindra Bank Ltd*

  • HDFC Life Insurance Company Ltd*

  • Bajaj Finserv Ltd*

  • Mahindra & Mahindra Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Maruti Suzuki India Ltd

  • Bosch Ltd

  • Central Depository Services (India) Ltd

  • Havells India Ltd

  • Voltas Ltd

  • Infosys Ltd

  • Castrol India Ltd

  • ION Exchange (India) Ltd

  • Hero MotoCorp Ltd

  • Eicher Motors Ltd

  • Wipro Ltd

  • Titan Company Ltd

  • Dr. Lal Path Labs Ltd

  • Tata Consultancy Services Ltd

  • Rallis India Ltd

  • HCL Technologies Ltd

  • Bajaj Auto Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • The Federal Bank Ltd

  • LT Foods Ltd

  • Hyundai Motor India Ltd

  • Computer Age Management Services Ltd

  • Tata Consumer Products Ltd

  • Hitachi Energy India Ltd

  • Vinati Organics Ltd

  • Nuvoco Vistas Corporation Ltd

  • Tata Communications Ltd

  • Coforge Ltd

  • Colgate Palmolive (India) Ltd

  • Tata Chemicals Ltd

  • Godrej Consumer Products Ltd

  • ABB India Ltd

  • Narayana Hrudayalaya Ltd

  • Sundram Fasteners Ltd

  • Krishna Institute Of Medical Sciences Ltd

  • Symphony Ltd

  • Syngene International Ltd

  • Dixon Technologies (India) Ltd

  • VA Tech Wabag Ltd

  • Orient Electric Ltd

  • EPL Ltd

  • IndusInd Bank Ltd

  • Tata Motors Passenger Vehicles Ltd

  • TML Commercial Vehicles Ltd

  • TVS Motor Company Ltd

  • Net Receivable/(payable)

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  • IT - Software

  • Automobile Two & Three Wheelers

  • Bank - Private

  • Insurance

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Depository Services

  • Edible Oil

  • Finance - NBFC

  • Miscellaneous

  • Environmental Services

  • Finance - Investment

  • Chemicals

  • Household & Personal Products

  • Auto Ancillary

  • Air Conditioners

  • Lubricants

  • Diamond & Jewellery

  • Pesticides & Agrochemicals

  • Consumer Food

  • Tea/Coffee

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Fasteners

  • Consumer Durables - Electronics

  • Business Support

  • Packaging

  • Unspecified

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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About Quantum ESG Best In Class Strategy Fund

Scheme Analysis

Quantum ESG Best In Class Strategy Fund is a Equity - Thematic Fund - Other fund and belongs to Quantum Mutual Fund. It was launched on 12-Jul-2019 and currently has an AUM of ₹102.48 crore. Quantum ESG Best In Class Strategy Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY100 ESG - TRI as secondary index.

The NAV of Quantum ESG Best In Class Strategy Fund ended down ₹-0.03(-0.12%)yesterday to ₹25.34.

Among its top 3 holdings the fund has exposure to TVS Motor Company Ltd*, and

The Quantum ESG Best In Class Strategy Fund is managed by Chirag Mehta and Rajorshi Palit.

Fund House Contact

1st Floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate Mumbai - 400 020

+91 (22) 61447800
+91 (22) 22854318