NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹33.49
1.06%
NAV as on 17 Nov 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
equity esg
equity
32.45%p.a.
Last 1Y
20.66%p.a.
Last 3Y
0.00%p.a.
Last 5Y
36.61%p.a.
Since Inception
About Quant ESG Equity Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quant ESG Equity Fund Growth scheme from Quant Money Managers Limited. It is a Equity - ESG mutual fund scheme that predominantly invests in Equity - ESG stocks of companies. Launched on Nov 2020, Quant ESG Equity Fund Growth is Equity - ESG fund of its category with 309.31 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.
- Quant ESG Equity Fund Growth delivered 32.5% annual returns during the last year. It has delivered 36.6% average annual returns since the fund was launched.
- Quant ESG Equity Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
HDFC Life Insurance Co Ltd
9.51%
Reliance Industries Ltd
9.42%
Jio Financial Services Ltd
8.58%
Britannia Industries Ltd
7.50%
Aditya Birla Fashion and Retail Ltd
7.46%
Life Insurance Corporation of India
7.46%
Pfizer Ltd
7.34%
Zydus Wellness Ltd
7.31%
Nestle India Ltd
5.78%
Marico Ltd
4.97%
Fund Managers
- Sanjeev Sharma (Nov 2020 - Present)
- Vasav Sahgal (Nov 2020 - Present)
- Ankit A. Pande (Nov 2020 - Present)
Key Information
View Scheme Document
Quant ESG Equity Fund Growth SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Quant ESG Equity Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Quant ESG Equity Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Quant ESG Equity Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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