Quantum ESG Best In Class Strategy Fund Regular-Growth
Equity
Thematic-ESG
₹-0.81% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹97 Cr
- Created on5 July 2019
Fund Ranking
#10
/ 10 in Thematic-ESG
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month1.9%
- 1 Year-3.4%
- 3 Year (CAGR)7.6%
- All Time (CAGR)12.6%
Category Return
- 6 Month2.5%
- 1 Year0.8%
- 3 Year (CAGR)9.6%
- All Time (CAGR)11.9%
Asset Allocation
- Equity98.1%
- Other1.9%
Top 5 Holdings
Top 5 Sectors
- ABB India1.21%
- Bajaj Finance3.71%
- Castrol India1.39%
- Colgate-Palmolive (India)0.94%
- Eicher Motors2.02%
Fund Information
- Expense Ratio2.26%
- 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. 15.39 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -2.00 - 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. 1.03