MF Gyan
sectorHigh risk7 years oldSteady vs its 3-year pace

QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Quantum Mutual Fund. It's been running since 12 Jul 2019.

Latest price per unit
₹24.99
▲ 0.04% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹97.4k
▼ ₹2.6k loss · -2.6% / year
Invested 3 years ago
₹1.29 L
▲ ₹28.9k gain · 8.8% / year
Invested 5 years ago
₹1.45 L
▲ ₹44.9k gain · 7.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.90 L
Gain / loss+₹10.0k
XIRR (annualised)3.71%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.91 L
Projected gain*+₹10.7k
*at this fund's historical rate of 3.71% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 363 other funds in Equity Scheme - Sectoral/ Thematic

Same plan
1-year return
-2.57%median 6.52% (-9.10%)
Rank #278 of 364Beats 16% of peers
3-year return
8.82%median 13.63% (-4.81%)
Rank #169 of 364Beats 22% of peers
5-year return
7.70%median 11.94% (-4.24%)
Rank #128 of 364Beats 23% of peers
Bumpiness (3Y)
13.40%median 15.58% (-2.18%)
Rank #59 of 364Less risky than 84% of peers
Worst-ever drop
-33.15%median -25.20% (-7.95%)
Rank #109 of 364Less risky than 70% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 7 years were positive.

+25%
2020
+31%
2021
-4%
2022
+25%
2023
+16%
2024
+3%
2025
-3%
2026
Best year
2021 · 30.99%
Worst year
2022 · -3.96%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
13.4%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-33.15%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option against other sector funds.

Technical details (for the pros)
CAGR — 1 year-2.57%
CAGR — 3 years8.82%
CAGR — 5 years7.70%
CAGR — since launch13.67%
Volatility — 1 year (annualised)14.67%
Volatility — 3 years (annualised)13.40%
Max drawdown — 1 year-16.96%
Max drawdown — 3 years-19.79%
Sharpe ratio — 1 year (rf=6%)-0.59
Sharpe ratio — 3 years (rf=6%)0.20

Fund info

Fund house
Quantum Mutual Fund
Category
Equity Scheme - Sectoral/ Thematic
Plan
Direct
Option
Growth
ISIN (Growth)
INF082J01382
ISIN (Div re-invest)
—
Fund code
147372
First price on record
12 Jul 2019 · 1,762 daily prices

About QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option

QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option is a Equity Scheme - Sectoral/ Thematic offered by Quantum Mutual Fund under the Direct plan with the Growth option. It has approximately 7 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

The current NAV of QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option is ₹24.9900 (as of 4 Sep 2026). Historically, it has delivered -2.57% over the last year, 8.82% CAGR over 3 years, 7.70% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 13.4% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 33.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option?+

The latest NAV of QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option is ₹24.9900 as of 4 Sep 2026, up 0.04% from the previous day. NAV is updated once a business day after the market close.

What are the returns of QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option?+

QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option has delivered 1-year return -2.57%, 3-year CAGR 8.82%, 5-year CAGR 7.70%, since-inception CAGR 13.67%. Returns are historical and don't predict future performance — markets move in cycles.

What category does QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option belong to?+

QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option is categorised as Equity Scheme - Sectoral/ Thematic. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

How risky is QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 13.4%, QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option a direct plan?+

QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option?+

QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth Option has NAV history available from 12 Jul 2019 — approximately 7 years of track record and 1,762 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.