Quantum ESG Best In Class Strategy Fund Regular-Growth
Equity
Thematic-ESG
₹-0.9% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
Not Rated - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹93 Cr
- Created on5 July 2019
Fund Ranking
#10
/ 10 in Thematic-ESG
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month-8.9%
- 1 Year-6.9%
- 3 Year (CAGR)7.9%
- All Time (CAGR)12.1%
Category Return
- 6 Month-7.3%
- 1 Year-3.5%
- 3 Year (CAGR)10.9%
- All Time (CAGR)-
Asset Allocation
- Equity96.4%
- Other3.6%
Top 5 Holdings
Top 5 Sectors
- ABB India1.45%
- Asian Paints0.99%
- Bajaj Finance3.08%
- Castrol India1.86%
- Colgate-Palmolive (India)0.99%
Fund Information
- Expense Ratio2.18%
- Exit LoadFor units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.
- Lock-In PeriodNo Lock-In
Managed By
Chirag Mehta
June 2019 - Present
Sneha Joshi
June 2019 - Present
Rajorshi Palit
Nov 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.23 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.26 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -2.29 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.02