Quant ESG Equity Fund Regular Growth
Medium
Risk
Equity
Other
+
34.36
%
34.36
%
3Y annualised
+
0.14
%
0.14
%
1D
1M
6M
1Y
3Y
All
Fund size
234
NAV:
Mar 7, 2024
31.5152
Sector
Tech
Type
Equity
Launched
Nov 2020
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
9.74
%
Britannia Industries Ltd
8.59
%
Jio Financial Services Ltd
8.29
%
RBL Bank Ltd
7.69
%
Infosys Limited 28/03/2024
6.18
%
Life Insurance Corporation of India
5.68
%
Jindal Steel & Power Ltd
5.14
%
Future on Mphasis Ltd
4.56
%
Future on Wipro Ltd
4.52
%
Bharat Electronics Ltd
4.38
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Quant ESG Equity Fund Regular Growth
More details
Investment objective
To generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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