QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION
Quantum Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
92 cr
TER direct / regular
0.83% / 2.27%
CAGR (full)
10.9%
Sharpe (full)
0.39
Sharpe (bull ≤Sep-24)
2.75
Sharpe (sideways Oct-24→)
-0.44
Max drawdown
-25.4%
Months of data
85
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
14.2%
-6.9%
0.76
12
FY23
-0.2%
-3.5%
-0.40
12
FY24
33.6%
-12.8%
2.48
12
FY25
6.2%
-0.8%
0.08
12
FY26
-7.6%
-6.4%
-0.82
12
FY27*
17.2%
-1.1%
2.25
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-0.2
+4.2
+3.4
+0.2
+0.0
+7.7
2020
+1.7
-5.9
-20.7
+12.3
+0.1
+7.8
+6.6
+4.1
+0.2
+4.8
+10.9
+5.9
+25.8
2021
+0.6
+6.3
+2.0
+0.1
+4.5
+4.1
+2.4
+4.9
+1.6
-0.2
-1.3
+2.9
+31.5
2022
-3.3
-4.1
+2.2
-0.6
-3.4
-4.8
+8.7
+4.6
-3.0
+3.5
+1.7
-3.5
-3.1
2023
-1.0
-1.0
-0.5
+3.0
+4.9
+3.6
+3.0
+0.2
+1.5
-2.8
+6.0
+6.8
+25.8
2024
-0.1
+3.1
+0.5
+0.3
+0.3
+7.5
+6.8
+2.2
+2.7
-6.9
+0.9
-1.0
+16.5
2025
-3.0
-7.7
+5.4
+2.3
+4.2
+3.1
-2.2
-0.4
-0.8
+2.5
+0.8
-0.4
+3.2
2026
-4.4
+1.2
-12.6
+9.8
+0.0
+1.0
+5.7
+0.0
-0.9
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard