Should I invest in QUANTUM ESG BEST IN CLASS STRATEGY FUND?

We don't give personal investment advice. QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.8%. 5-year CAGR: 9.07%.

Quantum

QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION

Latest NAV

₹24.7900

As of

17 Jul 2026

1,727 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.36%	-0.05%	+0.41	70 / 258	Q2
1W	-0.04%	-0.18%	+0.14	106 / 258	Q2
2W	+1.39%	-0.17%	+1.56	28 / 259	Q1
1M	+2.23%	+1.63%	+0.60	117 / 259	Q2
3M	+2.14%	+4.83%	-2.68	187 / 259	Q3
6M	-1.63%	+4.61%	-6.23	206 / 250	Q4
YTD	-3.80%	+2.98%	-6.78	212 / 247	Q4
1Y	-4.10%	+5.46%	-9.56	213 / 235	Q4
2Y	+0.06%	+4.09%	-4.03	135 / 187	Q3
3Y	+9.37%	+15.93%	-6.56	133 / 148	Q4
4Y	+11.76%	+17.58%	-5.82	110 / 121	Q4
5Y	+9.07%	+13.72%	-4.65	100 / 110	Q4
7Y	+13.96%	+17.79%	-3.83	72 / 91	Q4
10Y	—	—	—	—	—
Inception	+13.81%	+12.07%	+1.73	126 / 259	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.80%	+3.40%	-7.20	210 / 244
2025	+2.64%	+4.41%	-1.77	112 / 208
2024	+16.49%	+23.18%	-6.69	115 / 155
2023	+25.51%	+33.51%	-8.00	96 / 127
2022	-3.09%	+4.32%	-7.41	84 / 116
2021	+30.99%	+34.43%	-3.44	54 / 104
2020	+25.45%	+21.19%	+4.25	30 / 94
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.46%

74 windows

min -6.0% · max 72.3%

82% positive

3-Year rolling

+16.45%

50 windows

min 9.4% · max 29.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+17.11%

25 windows

min 9.1% · max 25.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+13.96%

1 window

min 14.0% · max 14.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.83%

3-year · annualised

Sharpe ratio

0.27

vs risk-free 6.5%

Sortino ratio

0.42

Downside-only deviation

Max drawdown

-19.79%

Sep 2024 → Mar 2026

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹12.5868	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
Quantum Ethical Fund - Direct Plan Growth Option	Quantum	₹9.9200	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹24.7900
16 Jul 2026	₹24.7000
15 Jul 2026	₹24.8100
14 Jul 2026	₹24.6600
13 Jul 2026	₹24.9000
10 Jul 2026	₹24.8000
9 Jul 2026	₹24.4300
8 Jul 2026	₹24.2500
7 Jul 2026	₹24.7300
6 Jul 2026	₹24.5700

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION is ₹24.7900. It's a Sectoral/Thematic Fund from Quantum, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION has NAV history starting from 12 Jul 2019, a track record of about 7 years. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION is managed by Quantum. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION has delivered a absolute return of -4.10% — -9.56 pp behind the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #213 of 235 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION has delivered a CAGR of 9.37% — -6.56 pp behind the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #133 of 148 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION has delivered a CAGR of 9.07% — -4.65 pp behind the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #100 of 110 in its category — the bottom (Q4) quartile.

₹1 lakh invested in QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION exactly 5 years ago would be worth approximately ₹154,358 today — a multiplier of 1.54×, based on the 5-year CAGR of 9.07%. The category average over the same window would have grown ₹1 lakh to ₹190,217.

A ₹10,000 monthly SIP in QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION over the last 5 years — total invested ₹600,000 — would be worth ₹735,634 today. That's an XIRR (money-weighted annualised return) of 8.08%.

QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,275,011 — XIRR 11.71%.

On a 5-year basis, QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION ranks #100 out of 110 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.72%; this fund delivered 9.07%.

The worst peak-to-trough decline QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION has experienced over the last 5-year window is 19.79% — its NAV fell from a high on 27 Sep 2024 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION averaged 17.11% (best 25.13%, worst 9.07%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.22 — weak risk-adjusted performance.

In calendar year 2025, QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION returned 2.64% — lagging the Sectoral/Thematic Fund category average of 4.41% by 1.77 pp. It ranked #112 of 208 in its category that year.

QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.8%. 5-year CAGR: 9.07%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

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