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: 8.80%.

Quantum

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

Latest NAV

₹23.5100

As of

3 Jun 2026

1,696 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	-0.93%	+0.27%	-1.20	252 / 258	Q4
1W	-2.41%	-1.34%	-1.07	204 / 258	Q4
2W	-0.97%	+0.04%	-1.00	194 / 259	Q3
1M	-1.84%	-0.39%	-1.45	183 / 259	Q3
3M	-1.34%	+2.19%	-3.54	178 / 257	Q3
6M	-8.27%	-1.09%	-7.18	206 / 247	Q4
YTD	-8.77%	-1.30%	-7.47	216 / 247	Q4
1Y	-5.51%	+5.02%	-10.52	208 / 230	Q4
2Y	+2.11%	+5.50%	-3.39	124 / 182	Q3
3Y	+9.29%	+16.94%	-7.65	128 / 139	Q4
4Y	+10.50%	+16.57%	-6.07	107 / 119	Q4
5Y	+8.80%	+13.73%	-4.92	102 / 109	Q4
7Y	+12.99%	+16.42%	-3.43	67 / 91	Q3
10Y	—	—	—	—	—
Inception	+13.19%	+10.45%	+2.74	124 / 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	-8.77%	-0.94%	-7.83	214 / 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

+18.29%

72 windows

min -5.5% · max 80.8%

82% positive

3-Year rolling

+16.15%

48 windows

min 9.3% · max 26.7%

100% positive

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

5-Year rolling

+17.25%

24 windows

min 8.8% · max 22.4%

100% positive

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

7-Year rolling

—

Insufficient history

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

13.29%

3-year · annualised

Sharpe ratio

0.25

vs risk-free 6.5%

Sortino ratio

0.38

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	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
Quantum Ethical Fund - Direct Plan Growth Option	Quantum	₹9.5200	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹23.5100
2 Jun 2026	₹23.7300
1 Jun 2026	₹23.5800
29 May 2026	₹23.8100
27 May 2026	₹24.0900
26 May 2026	₹24.0800
25 May 2026	₹24.0900
22 May 2026	₹23.8100
21 May 2026	₹23.7900
20 May 2026	₹23.7400

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 03 Jun 2026, the NAV of QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION is ₹23.5100. 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 6 years 10 months. 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 -5.51% — -10.52 pp behind the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #208 of 230 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 9.29% — -7.65 pp behind the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #128 of 139 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 8.80% — -4.92 pp behind the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #102 of 109 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 ₹152,464 today — a multiplier of 1.52×, based on the 5-year CAGR of 8.80%. The category average over the same window would have grown ₹1 lakh to ₹190,234.

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 ₹706,247 today. That's an XIRR (money-weighted annualised return) of 6.45%.

QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹706,247 — XIRR 6.45%.

On a 5-year basis, QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION ranks #102 out of 109 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 13.73%; this fund delivered 8.80%.

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 17.25% (best 22.38%, worst 8.80%). 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: 8.80%.

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