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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹22.6500 0.89%
As on 17-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Quantum ESG Best In Class Strategy Fund - Regular Plan
|
|
Very High
|
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2.09 |
||
|
|
Very High
|
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1.94 |
|||
|
|
Very High
|
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2.18 |
|||
|
|
Very High
|
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2.23 |
|||
|
|
Very High
|
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2.28 |
₹92 Cr
1.00 (365)
500
500
500
12
Investment Strategy
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
Suitability
ESG funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
The scheme seeks to achieve long-term capital appreciation by investing in share of companies that meet Quantums Environment, Social and Governance (ESG) Long term capital appreciation. Invests in shares of companies that meet Quantums Environment, Social and Governance (ESG) theme following Best in Class Strategy.
Mutual funds can be bought directly from the website of the fund house. For instance, Quantum ESG Best In Class Strategy Fund - Regular Plan fund can be purchased from the website of Quantum Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Quantum ESG Best In Class Strategy Fund - Regular Plan is ₹22.6500 as of 21-Apr-2025.
The AUM of Quantum ESG Best In Class Strategy Fund - Regular Plan Fund is ₹92 Cr as of 31-Mar-2025
The riskometer level of Quantum ESG Best In Class Strategy Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
4.98
|
|
|
4.82
|
|
|
3.59
|
|
|
2.98
|
|
|
2.64
|
As of 31-Mar-2025, Quantum ESG Best In Class Strategy Fund - Regular Plan had invested 95.22% in Equity and 4.78% in Cash & Cash Eq. See More
Quantum ESG Best In Class Strategy Fund - Regular Plan is 5 years 9 months old. It has delivered 15.22% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
6.64%
|
10.91%
|
21.30%
|
--
|
--
|
15.22%
|
No, There is no lock in period in Quantum ESG Best In Class Strategy Fund - Regular Plan.
The expense ratio of Quantum ESG Best In Class Strategy Fund - Regular Plan is 2.09.
