Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) / AMFI 147371

QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION

Quantum Mutual Fund • Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) • Regular Plan • Growth Option

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹23.1500
AMFI Code / ISIN
147371 / INF082J01390
Category Peer Standing
#471 of 756 ranked peers in Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) by 3Y Sortino
Historical Track
2019-07-12 to 2026-11-09 (1,806 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-2.88% p.a.
3Y CAGR
+7.55% p.a.
5Y CAGR
+5.79% p.a.
10Y CAGR
N/A
Since Inception CAGR
+12.13% p.a.
Sortino Ratio (3Y)
0.11
Sharpe Ratio (3Y)
0.08
Calmar Ratio
0.23
Annualized Volatility (3Y)
+13.56%
Maximum Drawdown
-33.15%
1Y / 3Y / 5Y Rolling Mean CAGR
+16.12% / +14.56% / +14.69%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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