28
ESGAvoid
Quantum ESG Best In Class Strategy
Quantum · Direct–Growth · rank #10 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-6.9%
-2.2% vs index
3 Years
7.1%
-2.3% vs index
5 Years
5.7%
-2.2% vs index
Since launch
12.8%
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
-6.7%-0.7% vs index
Why this score
Quantum ESG Best In Class Strategy scores 28/100 — #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 return7.09% · 6th percentile in category
Expense ratio0.82% · 95th percentile in category
Sharpe ratio0.17 · 17th percentile in category
Alpha-2.59 · 6th percentile in category
Fund size88.15 Cr · 15th percentile in category
Sortino ratio0.06 · 19th percentile in category
Top holdings
1.TVS Motor Company Ltd6.32%
2.HDFC Bank Ltd4.05%
3.Marico Ltd3.76%
4.The Federal Bank Ltd3.58%
5.Persistent Systems Ltd3.39%
51 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.