Quantum ESG Best In Class Strategy Fund Direct Growth

Scheme code: INF082J01382 NAV value: ₹ 22.5400 NAV date: 19 March, 2026 TER: 0.75%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-8.26	97.42	13.73	19.55	13.63
3 year	9.52	30.40	15.56	16.73	18.78
5 year	8.96	25.92	18.92	18.58	15.46

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.55
3 year	6.28	30.95	15.04	16.73
5 year	8.38	26.02	14.22	18.58
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.55
3 year	6.56	19.64	13.57	16.73
5 year	9.22	12.29	10.75	18.58

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.55
3 year	7.68	21.49	15.06	16.73
5 year	10.37	13.5	11.93	18.58

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.55
3 year	8.04	32.03	17.81	16.73
5 year	8.18	28.64	15.34	18.58
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,94,287 - Absolute Returns: ₹94,287 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,62,250 - Absolute Returns: ₹8,62,250 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,86,478 - Absolute Returns: ₹27,86,478 - CAGR: %

Max Drawdown

-33.15 %

Drawdown Duration

2 months

Recovery Time

5 months

Avg Drawdown

-5.28 %

1 Y

0.5897

3 Y

0.5046

5 Y

0.5605

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-3.06	0.95	93.8	97.2	1.07 %	4.00 %
3 years	1.11	0.87	90.1	87.7	11.76 %	11.28 %
5 years	0.14	0.85	86.1	84.8	9.15 %	9.44 %
7 years	2.61	0.80	84.0	80.2	12.39 %	10.57 %
10 years	1.39	0.80	84.0	80.2	8.52 %	7.28 %
12 years	0.93	0.80	84.0	80.2	7.05 %	6.03 %
15 years	0.47	0.80	84.0	80.2	5.60 %	4.80 %