Quantum ESG Best In Class Strategy Fund · Regular · Growth
NAV
₹22.6900
as of 17 Jun 2026
Expense Ratio
2.18%
AUM
₹96 Cr
Lumpsum returns (CAGR)
- 1Y
- -5.10%
- 3Y
- +8.47%
- 5Y
- +7.91%
- Since Inception
- +12.55%
SIP returns (XIRR)
- 1Y
- -4.93%
- 3Y
- +2.25%
- 5Y
- +6.32%
- Since Inception
- +10.20%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹41,500
Invested
₹56,132
Value today
8.7%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹2,158
Value today
11.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹4,15,000
Withdrawn
₹15,96,678
Corpus left
+₹10,11,678 net gain — withdrew ₹4,15,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹13,63,516
Value today
+5.3%
vs lumpsum
STP beat direct lumpsum by 5.3% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹2,94,005
Value today
2.9×
Multiple
Staying invested through that crash turned ₹1L into ₹2,94,005 — a 2.9× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.57
Sharpe Ratio
-0.09
Alpha
0.52
Beta
-0.55
Sortino
15.00%
Std Dev
-17.64%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Quantum ESG Best In Class Strategy Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Quantum ESG Best In Class Strategy Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Quantum Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹95.6 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.18%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations