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Quantum ESG Best In Class Strategy Fund
Fund Overview
| AUM (Fund size) | ₹102 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 6 yrs 5 m since Jun 21, 2019 |
| Benchmark | NIFTY 100 ESG TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.18% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Quantum ESG Best In Class Strategy Fund | -0.37% | 2.66% | 3.98% | 13.31% | 14.58% | N.A. |
| Quant ESG Integration Strategy Fund | 2.07% | 4.16% | 3.22% | 15.56% | 26.92% | 12.98% |
| ICICI Prudential ESG Exclusionary Strategy Fund | -0.17% | 3.74% | 9.06% | 19.35% | 16.43% | 8.69% |
| SBI ESG Exclusionary Strategy Fund | 0.64% | 4.57% | 8.02% | 14.34% | 15.75% | 12.88% |
| Axis ESG Integration Strategy Fund | -0.14% | 4.33% | 4.93% | 14.1% | 11.91% | 8.07% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Quantum ESG Best In Class Strategy Fund | 12.21 | 0.93 | 0.52 | 0.75 |
| Quant ESG Integration Strategy Fund | 16.47 | 1.15 | 0.53 | 0.90 |
| ICICI Prudential ESG Exclusionary Strategy Fund | 12.15 | 0.91 | 1.01 | 1.58 |
| SBI ESG Exclusionary Strategy Fund | 11.55 | 0.90 | 0.63 | 0.97 |
| Axis ESG Integration Strategy Fund | 11.85 | 0.86 | 0.62 | 0.93 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Quantum ESG Best In Class Strategy Fund | 102 Cr | 6 yrs 5 m | 2.18% |
| Quant ESG Integration Strategy Fund | 274 Cr | 5 yrs 1 m | 2.42% |
| ICICI Prudential ESG Exclusionary Strategy Fund | 1,528 Cr | 5 yrs 2 m | 2.14% |
| SBI ESG Exclusionary Strategy Fund | 5,720 Cr | 18 yrs 11 m | 1.94% |
| Axis ESG Integration Strategy Fund | 1,221 Cr | 5 yrs 10 m | 2.25% |