Quantum Esg Best In Class Strategy Fund Growth Direct Plan

22.03
NAV (Apr 26,2024)

Invest in the Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan to grow your wealth. With a low expense ratio of 0.84, this fund focuses on companies that excel in Environmental, Social, and Governance (ESG) practices. With a PE ratio of 49.61 and a PB ratio of 10.32, this fund offers great potential for growth. The minimum investment required is INR 500, and there is no lock-in period. Start your investment journey with this fund today!

Quantum Esg Best In Class Strategy Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Quantum Esg Best In Class Strategy Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    49.15
  • P/B Ratio
    UM_URBAN_MONEY

    10.34
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.89
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.84%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

80.07 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,530.59 (5.31%)11,837.72 (18.38%)13,066.43 (30.66%)15,203.59 (52.04%)-- (--)
31,591.77 (5.31%)35,513.16 (18.38%)39,199.29 (30.66%)45,610.77 (52.04%)-- (--)
52,652.95 (5.31%)59,188.6 (18.38%)65,332.15 (30.66%)76,017.95 (52.04%)-- (--)
84,244.72 (5.31%)94,701.76 (18.38%)1,04,531.44 (30.66%)1,21,628.72 (52.04%)-- (--)
1,05,305.9 (5.31%)1,18,377.2 (18.38%)1,30,664.3 (30.66%)1,52,035.9 (52.04%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TREPS5.65%
  • TVS Motor Company Ltd4.92%
  • The Indian Hotels Company Limited4.59%
  • HDFC Bank Ltd4.05%
  • Tata Consumer Products Ltd3.07%
  • Tata Communications Ltd3.00%
  • Tata Consultancy Services Ltd2.80%
  • Maruti Suzuki India Ltd2.74%
  • ICICI Bank Ltd2.71%
  • Infosys Ltd2.56%
  • Bosch Ltd2.34%
  • Axis Bank Ltd2.27%
  • Tata Motors Ltd2.20%
  • Indusind Bank Ltd2.18%
  • ICICI Prudential Life Insurance Company Limited2.14%
  • Wipro Ltd2.13%
  • Kotak Mahindra Bank Ltd2.07%
  • Thermax Ltd2.04%
  • Persistent Systems Ltd2.03%
  • HCL Technologies Ltd1.81%
  • Marico Ltd1.78%
  • Havells India Ltd1.78%
  • Narayana Hrudayalaya Limited1.73%
  • Bajaj Finance Ltd1.70%
  • HDFC Life Insurance Company Limited1.68%
  • Titan Company Limited1.61%
  • Syngene International Ltd1.58%
  • Tech Mahindra Ltd1.54%
  • Colgate Palmolive India Ltd1.52%
  • Tata Chemicals Ltd1.50%
  • Nestle India Limited1.41%
  • Godrej Consumer Products Ltd1.35%
  • Voltas Ltd1.31%
  • Mahindra & Mahindra Ltd1.31%
  • Bajaj Auto Ltd1.25%
  • ICICI Lombard General Insurance Company Ltd1.21%
  • Coforge Limited1.16%
  • Vinati Organics Limited1.16%
  • Hero MotoCorp Ltd1.07%
  • Central Depository Services India Limited1.05%
  • Mahindra Logistics Limited1.04%
  • Rallis India Ltd1.04%
  • Bajaj Finserv Ltd0.98%
  • Castrol India Ltd0.97%
  • Hindustan Unilever Ltd0.97%
  • Mphasis Ltd0.91%
  • Crompton Greaves Consumer Electricals Limited0.90%
  • Asian Paints Ltd0.88%
  • Eicher Motors Limited0.85%
  • Info Edge India Ltd0.82%
  • Computer Age Management Services Limited0.79%
  • The Federal Bank Limited0.76%
  • Sundram Fasteners Ltd0.71%
  • CCL Products India Ltd0.68%
  • Dr Lal Pathlabs Limited0.64%
  • Net Receivable payable0.54%
  • Kansai Nerolac Paints Ltd0.53%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

46.50%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

40.23%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

31.83%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

31.01%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

30.59%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

29.22%

Samco Active Momentum Fund - Regular Plan - GrowthSamco Active Momentum Fund - Regular Plan - Growth

EQUITY

Moderately High

26.94%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

14.11%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

11.10%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

6.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

68.22%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

58.12%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

47.66%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

44.41%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

43.81%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

41.29%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

41.10%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

36.78%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

36.02%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

35.48%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

39.53%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

31.58%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

28.89%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.33%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.24%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

16.26%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

14.78%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.71%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

8.96%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

22.99%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

21.76%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

19.28%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

15.31%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

9.31%

Fund Managers

CM

Mr. Chirag MehtaFund Manager (Overseas Investments)

Mr. Mehta is dedicated Fund manager for Foreign Securities. He is a Commodities Fund Manager from May 2009

SJ

Ms. Sneha JoshiFund Manager

From August, 2015 till date Quantum Asset Management Company Private Limited. Ms. Sneha Joshi has 6 years of experience in economic, credit and quantitative research. Prior to joining Quantum, she was associated with Credit Capital Research as a fixed income research analyst.

Get your latest Credit Score, FREE

Compare with similar Funds

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money