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

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF082J01382

NAV · 06-Jul-2026

₹24.5700

+4.00%

-5.85%

1Y (CAGR)

-5.05%

3Y (CAGR)

+9.73%

5Y (CAGR)

+8.97%

Since inception (CAGR)

+13.67%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

13.33%

Downside dev (3y)

9.98%

Max drawdown (3y)

-19.8%

Sharpe (3y)

0.24

SIP XIRR (3y)

+3.05%

SIP XIRR (5y)

+7.67%

Calendar-year returns

2020 +25.8%2021 +31.5%2022 -3.1%2023 +25.8%2024 +16.5%2025 +3.2%

Fund facts

Fund managerChirag Mehta · Rajorshi Palit

AUM₹916 Cr

Expense ratio0.74% · 2026-05-31

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

Launch date21-Jun-2019

Plan typeOpen Ended · Equity

Min lumpsum₹500

Min SIP₹500

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 ↗