Widely used:
Our Opinion
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Our Opinion
Riskometer
Very High
₹25.1500 -0.24%
As on 23-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Quantum ESG Best In Class Strategy Fund - Direct Plan
|
|
Very High
|
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0.75 |
||
|
|
Very High
|
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1.33 |
|||
|
|
Very High
|
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1.00 |
|||
|
|
Very High
|
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1.31 |
|||
|
|
Very High
|
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0.89 |
₹104 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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Quantum ESG Best In Class Strategy Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Quantum ESG Best In Class Strategy Fund - Direct Plan can be bought from the Quantum Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Quantum ESG Best In Class Strategy Fund - Direct Plan, is ₹25.1500 as of 24-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
4.88
|
|
|
4.29
|
|
|
3.55
|
|
|
2.85
|
|
|
2.79
|
Over the past five years, Quantum ESG Best In Class Strategy Fund - Direct Plan has delivered an annualised return of 20.85% as of 24-Jun-2025.
The minimum investment required to start investing in Quantum ESG Best In Class Strategy Fund - Direct Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
