Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 32.07 | 14 | N/A | N/A |
Average Rolling Returns(%) | 23.01 | 19.36 | N/A | N/A |
The Current NAV of Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth is ₹21.22.
It is better to invest in a fund with a longer track record as Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth fund’s expense ratio is 2.09%
The process for redemption is
The AUM of Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth is currently ₹80 Crores.
The Top three stocks are TVS Motor, Indian Hotel and HDFC Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 33% of fund’s portfolio respectively.
Top three sectors of Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth fund are BFSI, Auto and IT accounting for 58% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Chirag Mehta and Sneha Joshi manage the Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth Fund.
Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth current PE ratio is 49.15 and PB ratio is 10.34
The asset allocation of Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth is Stocks : 93.82%, Debt : 6.19% and Gold : 0%
The minimum SIP amount for Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on or before 365 days, Nil after 365 days