Quantum ESG Best In Class Strategy Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.9%
Sharpe Ratio0.07
Beta1.01
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
TVS Motor Co LtdConsumers4.92%
Indian Hotels Co LtdConsumers4.07%
Treps ^Utilities3.71%
HDFC Bank LtdFinancial Services3.51%
ICICI Lombard General Insurance Co LtdFinancial Services3.03%
Kotak Mahindra Bank LtdFinancial Services2.93%
Marico LtdConsumers2.80%
Persistent Systems LtdTechnology2.76%
Bajaj Finance LtdFinancial Services2.62%
ICICI Prudential Life Insurance Co LtdFinancial Services2.28%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.1%
Regulatory & Tax Information
INF082J01390
ISINDailyDealing Frequency
Morningstar India Sust NR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)