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Quant ESG Integration Strategy Fund

Quant ESG Integration Strategy Fund

Equity: Sectoral/Thematic | Growth

5Y CAGR

+15.00%

Fund Size

₹327.87 Cr

Min. Investment

₹1,000

QUICK FUND SUMMARY

Quant ESG Integration Strategy Fund Growth is an equity mutual fund managing assets worth ₹327.87 Cr. The current NAV is ₹38.12 as of Oct 15. It has delivered a 5-year CAGR of 15.00%. Investors can start with a minimum SIP amount of ₹1,000. The fund primarily holds HFCL Ltd., ICICI Bank Ltd., Adani Green Energy Ltd., Adani Enterprises Ltd. and Piramal Finance Ltd..

Quant ESG Integration Strategy Fund Details

Fund Size

₹327.87 Cr

Type

Equity: Sectoral/Thematic

Minimum Investment

₹1,000

NAV (Oct 15)

₹38.12

Plan Type

Regular

Launch Date

06 Nov 2020

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

3.33%

Withdrawal Charge

Exit load of 1%, if redeemed within 15 days.

Quant ESG Integration Strategy Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Returns Calculator

Monthly Investment

₹

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹870

Your Total Value could have reached:

₹4,470

Quant ESG Integration Strategy Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Quant ESG Integration Strategy Fund

Quant ESG Integration Strategy Fund is a Growth Equity mutual fund managed by Quant Mutual Fund.

The current NAV of Quant ESG Integration Strategy Fund is ₹38.12 as of Oct 15.

You can invest in Quant ESG Integration Strategy Fund directly on PhonePe Invest by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Quant ESG Integration Strategy Fund is ₹1,000.

The expense ratio of Quant ESG Integration Strategy Fund is 3.33%.

Quant ESG Integration Strategy Fund has an exit load as follows: exit load of 1%, if redeemed within 15 days.

Short-term capital gains (STCG) on Quant ESG Integration Strategy Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.