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QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION is an equity scheme managed by Quantum Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 14.65%, with the bottom and top quartiles at 13.45% and 16.64% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 0.74% on assets of ₹92Cr. The fund is currently managed by Mr. Chirag Mehta, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 84% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 5.32% |
| HDFC BANK LIMITED | Financial Services | 4.31% |
| MARICO LIMITED | Consumer Defensive | 3.54% |
| Persistent Systems Ltd | Technology | 2.94% |
| HDFC LIFE INSURANCE COMPANY LIMITED | Financial Services | 2.68% |
| VA TECH WABAG LIMITED | Industrials | 2.48% |
| INFOSYS LIMITED | Technology | 2.35% |
| HITACHI ENERGY INDIA LIMITED | Industrials | 2.34% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 2.27% |
| THE FEDERAL BANK LIMITED | Financial Services | 2.27% |
| BAJAJ FINSERV LIMITED | Financial Services | 2.24% |
| BOSCH LIMITED | Consumer Cyclical | 2.21% |
| ION Exchange (India) Limited | Industrials | 2.04% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 1.99% |
| LT FOODS LIMITED | Consumer Defensive | 1.98% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 1.98% |
| CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED | Financial Services | 1.95% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 1.95% |
| CASTROL INDIA LIMITED | Energy | 1.86% |
| RALLIS INDIA LIMITED | Basic Materials | 1.82% |
| CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED | Consumer Cyclical | 1.75% |
| HAVELLS INDIA LIMITED | Industrials | 1.73% |
| HCL TECHNOLOGIES LIMITED | Technology | 1.68% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 1.64% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 1.63% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 6 | 13.80% |
| Automobile and Auto Components | — | 9.02% |
| Consumer Durables | — | 6.21% |
| Information Technology | — | 4.77% |
| Fast Moving Consumer Goods | — | 3.25% |
| Capital Goods | — | 2.47% |
| Healthcare | 3 | 2.47% |
| Utilities | — | 2.26% |
| Chemicals | — | 2.03% |
| Oil, Gas & Consumable Fuels | — | 0.93% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -8.26% | 1.75% | 12.14% | 28.60% | 70.35% | 80.5% |
| 3Y | 9.20% | 13.45% | 14.65% | 16.64% | 24.86% | 100.0% |
| 5Y | 8.31% | 10.92% | 15.21% | 18.77% | 22.14% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 30.5% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹752 Cr | 0.90% | +11.06% | +9.18% | 4★ |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | SBI Mutual Fund | ₹5,265 Cr | 1.31% | +10.69% | +10.60% | 4★ |
| Axis ESG Integration Strategy Fund - Direct Plan - Growth Option | Axis Mutual Fund | ₹1,080 Cr | 1.35% | +10.06% | +8.23% | 3★ |
| Invesco India ESG Integration Strategy Fund - Direct Plan - Growth | Invesco Mutual Fund | ₹376 Cr | 1.25% | +9.94% | +9.67% | 2★ |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | ₹53 Cr | 0.74% | — | — | 1★ |