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Sectoral / Thematic📊 NIFTY 500 TRI(SEBI default)

Quantum ESG Best In Class Strategy Fund · Regular · Growth

Quantum Mutual Fund

#196 of 227 (1Y)

NAV

₹22.0800

as of 30 Sept 2026

Expense Ratio

2.26%

AUM

₹92 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-6.32%
3Y
+5.45%
5Y
+5.37%
Since Inception
+11.60%

SIP returns (XIRR)

1Y
-8.11%
3Y
-0.99%
5Y
+4.36%
Since Inception
+8.70%

What history actually did — last 7 years (Oct 2019 – Sept 2026)

A ₹5,000 monthly SIP for the last 7 years (Oct 2019 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹5,49,711 today — ₹4,15,000 invested, 8.1% XIRR.

₹4,15,000

Invested

₹5,49,711

Value today

8.1%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 7 years (Oct 2019 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 7 years ago would be ₹2,19,265 today (11.9% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2019 would still hold ₹16,42,941.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹5,49,711 in this fund vs ₹6,27,233 in the benchmark — underperformance of ₹77,522.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 7 years (Oct 2019 – Sept 2026) (22 Mar 2020) would be ₹3,00,817 today (3.01×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-0.23

Sharpe Ratio

-0.06

Alpha

0.29

Beta

-0.22

Sortino

13.95%

Std Dev

-17.64%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseQuantum Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date12 Jul 2019
AMFI Code147371
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

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 7 years. It manages assets worth ₹92.2 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.26%.

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