Investment Objective and Approach

The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies identified based on the Environment, Social and Governance (ESG) theme following Best in Class Strategy. The fund focuses on investing in companies that demonstrate strong ESG practices and sustainable business models.

The fund employs a rigorous ESG evaluation process based on Quantum's proprietary ESG framework:

ESG Scoring Methodology:

- Quantum's proprietary ESG scoring methodology evaluates over 200 parameters across the Environment, Social and Governance spectrum, backed by quantitative and qualitative data.

- While computing the ESG score, 50% weightage is assigned to the Governance aspect, while the rest 50% to the Environmental and Social aspects.

- As a matter of fact, integrity filter is something that we follow at the group level since 1996.

Research Approach:

We move beyond desk research and depend on groundwork and industry checks. The fund management team conducts extensive field research including plant visits and stakeholder interactions to verify ESG compliance.

Investment Philosophy:

ESG screening of companies is not about excluding those companies in chemicals, refining or thermal power business etc., but to assess whether it is done responsibly. The fund believes that companies with strong ESG practices have the potential to deliver superior risk-adjusted returns through lower cost of capital and improved operational performance.

Fund Managers

Chirag Mehta - Chief Investment Officer:

Mr. Chirag Mehta is currently Chief Investment Officer (CIO) at Quantum Asset Management Company, a wholly owned subsidiary of Quantum Advisors. He has extensive experience in ESG and alternative investment strategies.

Key Qualifications and Experience:

- He has two decades of experience specializing in alternative investment strategies.

- Furthermore, he holds the prestigious Chartered Alternative Investment Analyst (CAIA) designation, highlighting his expertise in alternative investment strategies.

- He was ranked as the 4th best Fund Manager in the world under the age of 40 by Citywire in 2017.

ESG Leadership:

He currently manages the Quantum India ESG Equity Fund, a very first ever Indian ESG fund that was built on a proprietary ESG framework. He is actively involved in various ESG initiatives and serves on multiple sustainability boards.

Chirag is currently part of a government led task force to contribute on enhancing over all Sustainable Finance in India. He is also a member of the advisory board of Workforce Disclosure Initiative, part of the Share action group and an active member of CDP India – Sustainable Finance working group.

About the Fund House (AMC)

Quantum Asset Management Company (Quantum AMC) has been a pioneer in ethical and responsible investing in India. Quantum Mutual Fund traces its origins to Quantum Advisors, a portfolio management company founded in the 1990s. In 2006, the company diversified into the mutual fund business, with Quantum Advisors now serving as the Sponsor of the fund house.

Industry Leadership:

- Notably, in 2006, it became the first to benchmark its schemes' performance against total return indices, a practice later mandated for the entire mutual fund industry by the markets regulator in 2018.

- Quantum Mutual Fund also holds the distinction of being the first to introduce a zero upfront commission to distributors and develop a platform enabling investors to directly invest with the fund house.

AUM and Scale:

As of December 2023, Quantum Mutual Fund manages Assets Under Management (AUM) amounting to Rs. 2371 crores.

Investment Philosophy:

Our investment philosophy and strategy involves the use of intensive qualitative and quantitative fundamental analysis. We build and monitor our clients' portfolios actively while at the same time avoiding excessive trading, and control risk by endeavoring to keep our clients' portfolio adequately diversified, both in terms of the sectors included in those portfolios, as well as with respect to the level of concentration in any specific security.

Should I Invest in Quantum ESG Best In Class Strategy Fund?

This fund may be suitable for investors who:

Seek ESG-aligned Investments:

If you want to invest in companies with strong environmental, social, and governance practices while pursuing long-term capital appreciation.

Have Long-term Investment Horizon:

Quantum ESG Best In Class Strategy Fund Direct Growth has given a CAGR return of 16.47% since inception. The fund is designed for investors with a long-term investment perspective who can ride through market volatility.

Risk Tolerance:

The Quantum ESG Best In Class Strategy Fund Direct Growth is rated High risk. Investors should have a high risk tolerance as this is an equity-oriented fund subject to market volatility.

Key Investment Highlights:

- Performance Track Record: Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.85%, 13.30% and 22.90% respectively.

- Low Expense Ratio: This fund has one of the lowest expense ratio in the category (equity - esg). Its expense ratio is 0.74% which is lower than the category average expense ratio of 1.65%.

- Minimum Investment: Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.

Consider Your Profile:

Evaluate your investment goals, risk appetite, and time horizon before investing. Consult with a financial advisor to determine if this fund aligns with your overall investment strategy.

FAQs

What is today's NAV of Quantum ESG Best In Class Strategy Fund?

The fund currently has an Asset Under Management(AUM) of ₹2,834 Cr and the Latest NAV as of 02 Jul 2025 is ₹25.74. NAV changes daily based on market movements.

What is the AUM of Quantum ESG Best In Class Strategy Fund?

The Assets Under Management (AUM) of Quantum ESG Best In Class Strategy Fund-Dir (G) is ₹108.57 (Cr) as of 2025-07-15 indicating the fund's growing popularity among investors.

What is the expense ratio of Quantum ESG Best In Class Strategy Fund?

The expense ratio of Quantum ESG Best In Class Strategy Fund Plan is 0.75 as of 12th May 2025. This is competitive compared to other ESG funds in the market.

What are the returns of Quantum ESG Best In Class Strategy Fund since inception?

The fund has generated a return of 16.89% since its launch. The fund was launched in July 2019 and has delivered consistent returns over its investment horizon.

What is the minimum SIP amount to invest in Quantum ESG Best In Class Strategy Fund?

The minimum SIP amount of Quantum ESG Best In Class Strategy Fund is ₹500 making it accessible for retail investors to start their ESG investing journey.

How do I invest in Quantum ESG Best In Class Strategy Fund?

You can invest through Allvest by registering on their platform, completing KYC requirements, and selecting the fund for SIP or lumpsum investment. Allvest offers zero commission mutual fund investments.

How to start a SIP in Quantum ESG Best In Class Strategy Fund?

Register with Allvest, complete your KYC, search for Quantum ESG Best In Class Strategy Fund, choose SIP option, select investment amount and frequency, and set up automatic payments for hassle-free investing.

How do I automate an SIP in Quantum ESG Best In Class Strategy Fund?

Through Allvest's platform, you can set up auto-debit facility from your bank account to automatically invest your chosen SIP amount on selected dates, ensuring consistent investment without manual intervention.

How can I withdraw/redeem my investment in Quantum ESG Best In Class Strategy Fund?

You can redeem your units through Allvest's platform by submitting a redemption request. For units more than 10% of the investments, an exit load of 1% if redeemed within 365 days. Funds are typically credited within 2-3 business days.