Comprehensive analysis of Quantum ESG Best In Class Strategy Fund-Reg (G) (40547) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quantum Asset Management Company Pvt Ltd
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. There is no assurance that the Investment Objective of the Scheme will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
High Expenses
Equity Focused
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Market exposure level
Recent performance momentum
Historical performance consistency
Fund manager experience
Risk-adjusted returns
Assets under management
Fund management costs
This fund has underperformed its benchmark by 0.43% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| TVS Motor Company Ltd | Automobile | 4.92% |
| TVS Motor Company Ltd | Automobile | 4.83% |
| Indian Hotels Co Ltd | Hotels & Restaurants | 4.07% |
| Indian Hotels Co Ltd | Hotels & Restaurants | 4.06% |
| TREPS | Debt Others | 3.71% |
| HDFC Bank Ltd | Banks | 3.62% |
| HDFC Bank Ltd | Banks | 3.51% |
| TREPS | Debt Others | 3.05% |
| ICICI Lombard General Insurance Company Ltd | Insurance | 3.03% |
| Marico Ltd | FMCG | 2.95% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1524.25 | 3.38% | 0.21% | 17.40% |
| Aditya Birla SL MNC Fund - (G) | ₹1370.22 | 3.04% | -0.47% | 16.56% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹702.57 | 15.30% | 15.12% | 26.92% |
| Nippon India Banking&Financial Services-Dir(G) | ₹702.57 | 15.30% | 15.12% | 26.92% |
| Nippon India Banking&Financial Services (Bonus) | ₹643.19 | 14.82% | 14.17% | 25.88% |
| Nippon India Banking&Financial Services (G) | ₹643.19 | 14.82% | 14.17% | 25.88% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹575.71 | -1.82% | 16.88% | 26.41% |
| Nippon India Pharma Fund - Direct (G) | ₹575.71 | -1.82% | 16.88% | 26.41% |
| Franklin India Technology Fund - Direct (G) | ₹575.22 | -4.25% | 7.83% | 25.35% |
| ICICI Pru FMCG Fund - Direct (G) | ₹523.66 | 1.39% | 0.04% | 13.50% |
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