QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF082J01390

NAV · 06-Jul-2026

₹22.9700

+3.91%

-6.50%

1Y (CAGR)

-6.35%

3Y (CAGR)

+8.29%

5Y (CAGR)

+7.80%

Since inception (CAGR)

+12.59%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

13.33%

Downside dev (3y)

9.99%

Max drawdown (3y)

-21.5%

Sharpe (3y)

0.13

SIP XIRR (3y)

+1.63%

SIP XIRR (5y)

+6.32%

Calendar-year returns

2020 +25.0%2021 +30.6%2022 -3.8%2023 +24.6%2024 +15.1%2025 +1.7%

Fund facts

Fund managerChirag Mehta · Rajorshi Palit

AUM₹916 Cr

TER · AMFI officialDirect 0.84% · Regular 2.28% (2026-06-30)

Launch date21-Jun-2019

Plan typeOpen Ended · Equity

Min lumpsumRs. 500/- and in Multiples of Rs. 1/- thereafter

Lock-inNone

Volatility15.69

AMCQuantum Asset Management Company Private Limited

Objective · The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies identified based on the Environment, Social and Governance (ESG) theme following Best in Class Strategy.

scheme documents ↗