Quantum ESG Best In Class Strategy Fund

Equity: Sectoral/Thematic | Growth

5Y CAGR

+7.93%

Fund Size

₹91.91 Cr

Min. Investment

₹500

QUICK FUND SUMMARY

Quantum ESG Best In Class Strategy Fund Growth is an equity mutual fund managing assets worth ₹91.91 Cr. The current NAV is ₹23.20 as of Jul 20. It has delivered a 5-year CAGR of 7.93%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds TVS Motor Company Ltd., HDFC Bank Ltd., Marico Ltd., Persistent Systems Ltd. and Bajaj Finance Ltd..

Quantum ESG Best In Class Strategy Fund Details

Fund Size

₹91.91 Cr

Type

Equity: Sectoral/Thematic

Minimum Investment

₹500

NAV (Jul 20)

₹23.20

Plan Type

Regular

Launch Date

12 Jul 2019

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.27%

Withdrawal Charge

For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.

Quantum ESG Best In Class Strategy Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹445

Your Total Value could have reached:

₹4,045

Quantum ESG Best In Class Strategy Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Quantum ESG Best In Class Strategy Fund

Quantum ESG Best In Class Strategy Fund is a Growth Equity mutual fund managed by Quantum Mutual Fund.

The current NAV of Quantum ESG Best In Class Strategy Fund is ₹23.20 as of Jul 20.

You can invest in Quantum ESG Best In Class Strategy Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Quantum ESG Best In Class Strategy Fund is ₹500.

The expense ratio of Quantum ESG Best In Class Strategy Fund is 2.27%.

Quantum ESG Best In Class Strategy Fund has an exit load as follows: for units more than 10% of the investments, an exit load of 1% if redeemed within 365 days.

Short-term capital gains (STCG) on Quantum ESG Best In Class Strategy Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.