QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct - Growth
A Equity Scheme by Quantum Asset Management Company Private Limited
3Y Returns (CAGR)
14.40%
Expense Ratio
0.75%
as of 01/02/2026
AUM
₹82.67 Cr
Qtr End: Dec 25
NAV
₹24.36
as of 02/03/2026
3Y Returns (CAGR)
14.40%
Expense Ratio
0.75%
as of 01/02/2026
AUM
₹82.67 Cr
Qtr End: Dec 25
NAV
₹24.36
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹14.4k
Abs. Returns44.2%
CAGR13.0%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.96% | -18.40% | 12.72% |
| 6M | -5.03% | -9.81% | 10.91% |
| 1Y | 6.80% | 6.80% | 12.27% |
| 3Y | 49.72% | 14.40% | 11.80% |
| 5Y | 67.42% | 10.86% | 12.72% |
Scheme Details
- Launch Date
- 21/06/2019
- Fund Age
- 6.7 years
- Minimum Investment
- ₹500
- Fund House
- Quantum Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Quantum Value Fund - Direct - Growth | 18.20% | 1.10% | ₹1,103.8 |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct - Growth | 14.40% | 0.75% | ₹82.67 |
| Edelweiss Recently Listed IPO Fund - Direct - Growth | 18.78% | 1.03% | ₹192.04 |