22
ESGAvoid
Quantum ESG Best In Class Strategy
Quantum · Direct–Growth · rank #10 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-2.0%
-5.1% vs index
3 Years
9.0%
-2.5% vs index
5 Years
7.8%
-2.6% vs index
Since launch
13.7%
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
-2.5%-0.5% 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 return9.04% · 6th percentile in category
5Y return7.77% · 19th percentile in category
Expense ratio0.83% · 95th percentile in category
Sharpe ratio0.34 · 17th percentile in category
Alpha-2.82 · 6th percentile in category
Fund size96.45 Cr · 15th percentile in category
Top holdings
1.TVS Motor Company Ltd6.07%
2.HDFC Bank Ltd3.91%
3.Marico Ltd3.8%
4.Bajaj Finance Ltd3.71%
5.The Federal Bank Ltd3.7%
52 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.