September 11, 2025
RA Jainee
Quantum ESG Best In Class Strategy Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 25.8500
Suitable For Which Investors?
ESG funds are suitable for investors:
1. Seeking exposure in shares of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
Fund Manager:
1) Chirag Mehta
Education: He has pursued M.Com from Mumbai University and CAIA.
Experience: Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst – Commodities (Quantum Advisors Pvt. Ltd). He has more than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
2) Rajorshi Palit
Education: BBA. LLB (Hons.)
Experience: Prior to Joining the Quantum AMC. he has worked with Quantum Advisors Private Ltd,
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Quantum ESG Best In Class Strategy Fund
| Fund House | Quantum Mutual Fund |
| Launch Date | 12-Jul-19 |
| Return Since Launch | 16.64% |
| Benchmark | NIFTY 100 ESG TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 106 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.75% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 14.68% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quantum ESG Best In Class Strategy Dir | 2.17 | -1.09 | 0.55 | 1.48 | 10.57 | -1.85 | 14.21 | 18.13 | — | — |
| BSE 100 TRI | 4.33 | -1.12 | -0.38 | -0.37 | 11.06 | -1.16 | 14.33 | 18.81 | — | — |
| Equity: Thematic-ESG | 2.02 | -1.10 | -0.50 | 0.02 | 10.56 | -2.53 | 14.94 | 17.20 | — | — |
| Rank within category | 6 | 5 | 1 | 2 | 5 | 6 | 6 | 1 | — | — |
| Number of funds in category | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 3 | 1 | 1 |
Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Quantum ESG Best In Class Strategy Dir | Unrated | -1.85 | 14.21 | 18.13 | 0.75 | 106 | 16.43 | 1.00 (365) | 6Y 1M | 14.68 |
| SBI ESG Exclusionary Strategy Dir | Unrated | -0.94 | 13.66 | 17.96 | 1.34 | 5,666 | 14.19 | 1.00 (365) | 12Y 7M | 13.00 |
| ICICI Pru ESG Exclusionary Strategy Dir | Unrated | -0.17 | 20.17 | — | 1.01 | 1,507 | 19.14 | 1.00 (365) | 4Y 10M | 23.00 |
| Axis ESG Integration Strategy Dir | Unrated | -3.23 | 13.07 | 15.52 | 1.33 | 1,229 | 16.00 | 1.00 (365) | 5Y 6M | 38.00 |
| Kotak ESG Exclusionary Strategy Dir | Unrated | -0.49 | 15.51 | — | 0.88 | 864 | 13.75 | 0.50 (90) | 4Y 8M | 17.43 |
Portfolio Analysis of Quantum ESG Best In Class Strategy Fund
| No. of Stocks | 58 |
| Top 10 Stocks | 30.74% |
| Top 5 Stocks | 18.38% |
| Top 3 Sectors | 43.75% |
| Portfolio P/B Ratio | 5.33 |
| Portfolio P/E Ratio | 36.16 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 89,183 | 2,51,283 |
| Giant (%) | 31.76 | 61.96 |
| Large (%) | 32.19 | 19.35 |
| Mid (%) | 26.77 | 17.07 |
| Small (%) | 9.28 | 6.48 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Quantum ESG Best In Class Strategy Fund
WILL POST SOON
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