Quant ESG Equity Fund - Direct Plan

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Value Research Rating

Unrated

Analyst’s Choice

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Riskometer

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Very High

₹37.7801 -0.79%

As on 19-Jul-2024

Returns

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Calculate SIP Returns of Quant ESG Equity Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Quant ESG Equity Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Quant ESG Equity Fund - Direct Plan

Assets info

₹279 Cr

Exit Load (Days) info

1.00 (15)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

1

Min. SIP Investment (₹)

1,000

Min. No of Cheques

6

Investment Strategy

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.

Suitability

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a Thematic ESG fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes Thematic ESG funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any otherThematic ESG fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Latest news on Quant ESG Equity Fund - Direct Plan

FAQ for Quant ESG Equity Fund - Direct Plan

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.

Mutual funds can be bought directly from the website of the fund house. For instance, Quant ESG Equity Fund - Direct Plan fund can be purchased from the website of Quant Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Quant ESG Equity Fund - Direct Plan is ₹37.7801 as of 21-Jul-2024.

The AUM of Quant ESG Equity Fund - Direct Plan Fund is ₹279 Cr as of 30-Jun-2024

The riskometer level of Quant ESG Equity Fund - Direct Plan is Very High. See More

As of 30-Jun-2024, Quant ESG Equity Fund - Direct Plan had invested 97.28% in Equity, 3.58% in Debt and -0.86% in Cash & Cash Eq. See More

Quant ESG Equity Fund - Direct Plan is 3 years 8 months old. It has delivered 43.21% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
51.38%
31.59%
--
--
--
43.21%

No, There is no lock in period in Quant ESG Equity Fund - Direct Plan.

The expense ratio of Quant ESG Equity Fund - Direct Plan is 0.77.

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