25
ESGAvoid
Quantum ESG Best In Class Strategy
Quantum · Direct–Growth · rank #10 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-5.5%
-3.5% vs index
3 Years
7.5%
-2.3% vs index
5 Years
7.1%
-2.4% vs index
Since launch
13.4%
Year-by-year performance
2021
+31.5%+0.9% vs index
2022
-3.1%-6.9% vs index
2023
+25.8%-0.7% vs index
2024
+16.5%+0.9% vs index
2025
+3.2%-4.5% vs index
2026
-3.9%-0.2% vs index
Why this score
Quantum ESG Best In Class Strategy scores 25/100 — #10 of 10 ESG fund (Avoid). It stands out for expense ratio — beating 95% of peers on expense ratio. The main drag is its 3y return (better than only 6% of peers).
Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.
3Y return7.54% · 6th percentile in category
Expense ratio0.83% · 95th percentile in category
Sharpe ratio0.35 · 17th percentile in category
5Y return7.08% · 31st percentile in category
Alpha-3.00 · 6th percentile in category
Fund size95.75 Cr · 15th percentile in category
Top holdings
1.TVS Motor Company Ltd6.16%
2.HDFC Bank Ltd3.73%
3.The Federal Bank Ltd3.71%
4.Marico Ltd3.61%
5.Bajaj Finance Ltd3.46%
51 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.