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Sectoral / Thematic · Equity

Quantum ESG Best In Class Strategy Fund

Quantum Mutual Fund
Benchmark
Nifty 100 ESG TRI
Riskometer
Very High
Size
₹88 cr
Allotted
12 Jul 2019
Holdings as of
Not on record

Quantum ESG Best In Class Strategy Fund is a sectoral / thematic fund of Quantum Mutual Fund with ₹88 cr under management. It is ahead of its benchmark (Nifty 100 ESG TRI) in 0 of 3 periods. Its direct plan charges 0.80% a year. Chirag Mehta has managed it for 7.3 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Quantum ESG Best In Class Strategy Fund beaten its benchmark?

Ahead of its benchmark, Nifty 100 ESG TRI, in 0 of 3 periods in AMFI's figures; −6.16% over the last year against −4.84%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−3.96% −3.60% —
3 months−4.31% −5.03% —
6 months−1.41% −1.83% —
1 year−5.91% −4.06% −1.85 pts
3 years+6.80% +9.27% −2.47 pts
5 years+5.52% +8.00% −2.48 pts
10 years— +12.69% —
Since start
from 12 Jul 2019
+12.65%——
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty 100 ESG TRI) in 0 of 3 periods.
PeriodDirectRegularBenchmarkAheadRank
1y −6.16%−7.52%−4.84% −1.32 🔒
3y +6.83%+5.39%+8.97% −2.14 🔒
5y +5.68%+4.48%+6.08% −0.40 🔒
10y ——— — —
Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Jul 2019 to 14 Oct 2026
50100150200250300 202120232025
Fund 242Nifty 500 TRI 262

₹100 put in at the start of Jul 2019 would be ₹242 on 14 Oct 2026, against ₹262 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Quantum ESG Best In Class Strategy Fund cost?

0.80% a year on the direct plan, 2.24% on the regular plan; 7 of 174 funds in its category charge less.

Direct plan
0.80% a year
Category median 1.22%
Regular plan
2.24% a year
Category median 2.38%
Gap
1.44 points
for the same holdings
7 of 174 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Quantum ESG Best In Class Strategy Fund?

Chirag Mehta, since 12 Jul 2019; Rajorshi Palit, since 12 Jul 2019.

Chirag Mehta
7.3 years
since 12 Jul 2019
Rajorshi Palit
7.3 years
since 12 Jul 2019
Benchmark as filedNifty 100 ESG TRI
Exit load
NIL- 10% of units If redeemed or switched out on or before 365 days from the date of allotment, 1%- Remaining 90% of units if redeemed or switched out on or before 365 days from the date of allotment, NIL – If redeemed or switched out after 365 days from the date of allotment
From 7 Scheme Summary Documents filed with NSE, first on 15 Apr 2026; as on 30 Sep 2026

What does Quantum ESG Best In Class Strategy Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Quantum ESG Best In Class Strategy Fund?

Chirag Mehta (manager) since 12 Jul 2019; Rajorshi Palit (manager) since 12 Jul 2019.

What is the expense ratio of Quantum ESG Best In Class Strategy Fund?

0.80% a year on the direct plan and 2.24% on the regular plan (expense report, Oct 2026).

How has Quantum ESG Best In Class Strategy Fund done?

Its direct plan returned +6.83% a year over 3 years against +8.97% for its benchmark, Nifty 100 ESG TRI, as of 13 Oct 2026.

Inside the app

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