NRI from all over the world (including U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Quant ESG Equity Fund Growth for NRI [34.20]

Min Investment

5,000

Fund Size

309.31 Cr

Expense Ratio

2.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

34.20

-0.99%

NAV as on 11 Nov 24, 12:00 AM

very high risk

equity esg

equity

NAV as on 11 Nov 24, 12:00 AM

very high risk

equity esg

equity

35.91%p.a.

Last 1Y

21.96%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 35.9% 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

  1. Sanjeev Sharma (Nov 2020 - Present)
  2. Vasav Sahgal (Nov 2020 - Present)
  3. Ankit A. Pande (Nov 2020 - Present)

Key Information

View Scheme Document

Quant ESG Equity Fund Growth SIP Calculator

If invested

5,000

per month

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions