Quantum ESG Best In Class Strategy Fund
Direct · Growth ₹24.38
18 Jun 2026
NAV
16.4%
3Y CAGR
17.4%
5Y CAGR
17.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.47
Sharpe
-33.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.73 L | 19.3% | -26.2% | 94.6% |
| 3 Years | ₹36.00 L | ₹44.26 L | 14.6% | -2.7% | 27.9% |
| 5 Years | ₹60.00 L | ₹85.56 L | 15.0% | 4.1% | 24.5% |
| 7 Years | ₹84.00 L | ₹1.22 Cr | 10.6% | 9.9% | 11.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.3% | 14.5% | 13.5% | +4.8% |
| 3 Years | 14.6% | 11.2% | 17.4% | +3.4% |
| 5 Years | 15.0% | 10.4% | 17.1% | +4.6% |
| 7 Years | 10.6% | 10.6% | 16.6% | +0.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.6% | 13.0% | -9.4% | 97.4% | 0.59 | 2.83 | 83% | — | — |
| 3 Years | 16.4% | 15.3% | 8.8% | 30.4% | 2.51 | — | 100% | — | — |
| 5 Years | 17.4% | 18.6% | 8.0% | 25.9% | 2.47 | — | 100% | — | — |
-33.2%
Max Drawdown
2 mo
Drawdown Duration
5 mo
Recovery Time
-5.6%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.49
3Y
0.53
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.27 | 1.04 | 98.2% | 98.8% | -3.7% | -3.1% |
| 3 Years | +1.57 | 0.90 | 92.2% | 89.5% | 10.1% | 8.7% |
| 5 Years | +0.32 | 0.88 | 87.6% | 86.0% | 9.0% | 8.9% |
| 7 Years | +3.25 | 0.81 | 85.0% | 80.8% | 13.4% | 11.0% |
| 10 Years | +1.83 | 0.81 | 85.0% | 80.8% | 9.2% | 7.6% |
| 12 Years | +1.30 | 0.81 | 85.0% | 80.8% | 7.6% | 6.3% |
| 15 Years | +0.78 | 0.81 | 85.0% | 80.8% | 6.1% | 5.0% |
50
Total Holdings
33.7%
Top 10 Weight
18
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | TVS Motor Company Ltd | 5.15% |
| 2 | HDFC Bank Ltd | 4.19% |
| 3 | Marico Ltd | 3.78% |
| 4 | Persistent Systems Ltd | 3.21% |
| 5 | Bajaj Finance Ltd | 3.11% |
| 6 | HDFC Life Insurance Company Ltd | 3.03% |
| 7 | Kotak Mahindra Bank Ltd | 2.99% |
| 8 | ICICI Lombard General Insurance Company Ltd | 2.98% |
| 9 | The Federal Bank Ltd | 2.70% |
| 10 | VA Tech Wabag Ltd | 2.53% |