Quantum ESG Best In Class Strategy Fund (Direct)
Quantum Mutual Fund · benchmark Nifty 500 TRI · 7.3 years old · AMFI code 147372
C (bottom 30%), score 28.7 out of 100. Describes the past, not a forecast.
Capped at C: persistently behind its index and most peers over rolling 3-year periods.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 2.4% | 2.5% | -0.1% | 7 / 10 |
| 1 year | -3.6% | -1.0% | -2.6% | 7 / 9 |
| 3 years (a year) | 8.9% | 12.0% | -3.1% | 8 / 8 |
| 5 years (a year) | 7.1% | 9.7% | -2.5% | 6 / 8 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Quantum ESG Best In Class Strategy Fund (Direct plan)?
₹24.61 on 5 Nov 2026 (Growth option).
What is the expense ratio of Quantum ESG Best In Class Strategy Fund (Direct)?
0.81% a year; the Regular plan's is 2.25%.
What return has Quantum ESG Best In Class Strategy Fund given over 3 years?
8.9% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.
What does Quantum ESG Best In Class Strategy Fund invest in?
Its largest holdings are TVS Motor Company Ltd, HDFC Bank Ltd, Marico Ltd, with 51 stocks in all (September 2026 portfolio).
How is Quantum ESG Best In Class Strategy Fund rated?
C: 7 of 8 Direct plans in Thematic: ESG, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Quantum Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.