22
ESGAvoid
Quantum ESG Best In Class Strategy
Quantum · Direct–Growth · rank #10 of 10 by Smart Score
Trailing returns
1 Year
-4.1%
-4.6% vs index
3 Years
9.5%
-2.8% vs index
5 Years
9.0%
-3.0% vs index
Since launch
13.8%
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
-3.4%-1.7% vs index
Why this score
Quantum ESG Best In Class Strategy scores 22/100 — #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 return9.46% · 6th percentile in category
5Y return8.97% · 19th percentile in category
Expense ratio0.84% · 95th percentile in category
Sharpe ratio0.34 · 17th percentile in category
Alpha-2.82 · 6th percentile in category
Fund size91.91 Cr · 15th percentile in category