TickerKhojQuantum Mutual Fund · Equity · Sectoral / Thematic · Regular plan
QUANTUM ESG BEST IN CLASS STRATEGY FUND - Regular Plan - Growth
₹21.69NAV on 30 Oct 2026Expense ratio 2.24%
29 Oct 2025NAV low 20.35 · high 24.46-10.9%
In plain words
Over 3 years it returned +5.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.5%.
On 3-year return it ranks 122 of 139 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹23,256 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.8% | +1.9% |
| 3 months | -8.0% | -5.1% |
| 6 months | -2.8% | -3.2% |
| 1 year | -10.7% | -10.2% |
| 3 years (yearly) | +5.9% | +7.4% |
| 5 years (yearly) | +5.0% | +6.5% |
| Since start (yearly) | +11.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,12,412 | -10.2% |
| 3 years | ₹3,60,000 | ₹3,46,551 | -2.3% |
| 5 years | ₹5,90,000 | ₹6,44,536 | +3.4% |
Other plan of this fund: QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth