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

INVEST VIA NRE/NRO

Quant ESG Integration Strategy Fund - Growth for NRI [32.61]

Min Investment

5,000

Fund Size

268.8 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

32.61

0.42%

NAV as on 04 Feb 26, 12:00 AM

very high risk

equity esg

equity

NAV as on 04 Feb 26, 12:00 AM

very high risk

equity esg

equity

2.88%p.a.

Last 1Y

15.66%p.a.

Last 3Y

21.14%p.a.

Last 5Y

25.24%p.a.

Since Inception

About Quant ESG Integration Strategy Fund - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quant ESG Integration Strategy 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 Integration Strategy Fund - Growth is Equity - ESG fund of its category with 268.8 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.

  • Quant ESG Integration Strategy Fund - Growth delivered 2.9% annual returns during the last year. It has delivered 25.2% average annual returns since the fund was launched.
  • Quant ESG Integration Strategy 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

Repo

17.40%

Net Payables

-22.53%

GOVERNMENT OF INDIA 35708 091 DAYS TBILL 12JU25 FV RS 100

1.67%

GOVERNMENT OF INDIA 35717 091 DAYS TBILL 19JU25 FV RS 100

0.33%

GOVERNMENT OF INDIA 35849 91 DAYS TBILL 17JL25 FV RS 100

0.65%

Aditya Birla Lifestyle Brands Ltd

3.57%

GOVERNMENT OF INDIA 36004 091 DAYS TBILL 21AG25 FV RS 100

1.05%

Adani Power Ltd

5.70%

Aurobindo Pharma Ltd

4.91%

Bajaj Auto Ltd

6.85%

Fund Managers

  1. Sandeep Tandon (Feb 2025 - Present)
  2. Ayusha Kumbhat (Feb 2025 - Present)
  3. Ankit A Pande (Oct 2020 - Present)
  4. Sanjeev Sharma (Oct 2020 - Present)
  5. Varun Pattani (Feb 2025 - Present)
  6. Sameer Kate (Mar 2025 - Present)
  7. Yug Tibrewal (Mar 2025 - Present)

Key Information

View Scheme Document

Quant ESG Integration Strategy 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 Integration Strategy 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 Integration Strategy 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 Integration Strategy 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