Quant ESG Integration Strategy Fund

Quant ESG Integration Strategy Fund

Get the latest NAV of Quant ESG Integration Strategy Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹36.71

0.2%1D

NAV as on 30 Apr 2026

26.77%/per year

Since Inception

Absolute Gain%

426 people have invested ₹ 31.8L in Quant ESG Integration Strategy Fund in the last three months

Quant ESG Integration Strategy Fund Performance vs. Equity ESG Index

Fund returns vs Benchmark returns vs Category Average returns as on (30-Apr-26)

The fund has consistently outperformed the benchmark (Equity ESG Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
17.54%
7.1%
2.28%
9.24%
18.34%
20.91%
Equity ESG Index
7.01%
-2.44%
-5.22%
1.28%
12.32%
11.94%
Equity - Esg Avg
8.91%
-3.78%
-6.37%
-0.32%
12.84%
11.37%
Best in Equity - Esg
17.54%
7.1%
2.28%
9.24%
18.34%
20.91%
Worst in Equity - Esg
4.52%
-6.16%
-10.24%
-5.66%
11.64%
9.14%
Category Rank
2/7
2/8
8/8
5/7
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Quant ESG Integration Strategy Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

2
/7
93% Performance
30% Risk Management
100% Cost

Ranked 2 out of 7 mutual funds in the equity - esg category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Quant ESG Integration Strategy Fund
2/7
226Cr
0.93%
9.24%
18.34%
2.66
1.20
0.62
1.01
0.38
ICICI Prudential ESG Exclusionary Strategy Fund
1/7
1,246Cr
1.06%
-1.53%
17.38%
3.00
0.95
0.74
1.15
0.64
Kotak ESG Exclusionary Strategy Fund
3/7
709Cr
0.93%
1.52%
12.97%
-0.69
0.91
0.50
0.69
-0.42
Aditya Birla Sun Life ESG Integration Strategy Fund
4/7
522Cr
1.41%
3.27%
15.18%
0.84
0.99
0.59
0.87
0.18
Positive: Generated Consistent Returns
Generated Consistent Returns
Positive: Consistently beats benchmark
Consistently beats benchmark
Positive: Lower probablity of downside risk
Lower probablity of downside risk
Negative: Highly volatile within category
Highly volatile within category
Negative: Poor track record of protecting capital in bear phase
Poor track record of protecting capital in bear phase
Negative: Poor track record of Recovering losses quickly
Poor track record of Recovering losses quickly

Quant ESG Integration Strategy Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit


Total Corpus

0

Absolute Return

Quant ESG Integration Strategy Fund Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Large cap
58.9%

Mid cap
28.5%

Small cap
11.4%

Cash allocation has gone up from 6.6% to 6.6%
Cash allocation has gone up from 6.6% to 6.6%

Quant ESG Integration Strategy Fund Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Financial Services
24.9%
Utilities
17.4%
Consumer Cyclical
15.2%
Tech
11.7%
Consumer Defensive
10.8%
Real Estate
10.6%
Health
5.2%
Energy
4.2%

Top 3 Sectors in March were Financial Services, Utilities & Consumer Defensive

Mar'26

Financial Services

34%

Utilities

19%

Consumer Defensive

18%

Feb'26

Financial Services

34%

Utilities

19%

Consumer Defensive

18%

Quant ESG Integration Strategy Fund Holdings Details

as on (30-Apr-26)

Quant ESG Integration Strategy Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.93%
Benchmark
Nifty 100 ESG TR INR
AUM₹226 Cr
Inception Date5 November, 2020
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
267.74%
Risk
Risk meter
pointer
Very High Risk

About Quant ESG Integration Strategy Fund

Quant ESG Integration Strategy Fund is an equity fund. This fund was started on 5 November, 2020. The fund is managed by Ankit A. Pande, Sandeep Tandon, Sanjeev Sharma, Yug Tibrewal, Varun Pattani, Sameer Kate, Ayusha Kumbhat. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Quant ESG Integration Strategy Fund has ₹226 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Quant ESG Integration Strategy Fund has given a CAGR return of 26.77% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.24%, 18.34% and 20.91% respectively.

Holdings

Quant ESG Integration Strategy Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Utilities, Energy, Health, Government, Consumer Defensive, Tech, Consumer Cyclical. Its top holdings are Piramal Finance Ltd, Adani Enterprises Ltd, Adani Green Energy Ltd, Adani Energy Solutions Ltd, Aurobindo Pharma Ltd

Taxation

As it is a equity - esg mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Quant ESG Integration Strategy Fund

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant ESG Integration Strategy Fund has no lock in period.

Fund Manager

Ankit A. Pande

Fund Manager of Quant ESG Integration Strategy Fund, since 5 November 2020

Sandeep Tandon

Fund Manager of Quant ESG Integration Strategy Fund, since 3 February 2025

Sanjeev Sharma

Fund Manager of Quant ESG Integration Strategy Fund, since 5 November 2020

Yug Tibrewal

Fund Manager of Quant ESG Integration Strategy Fund, since 6 March 2025

Varun Pattani

Fund Manager of Quant ESG Integration Strategy Fund, since 19 February 2025

Sameer Kate

Fund Manager of Quant ESG Integration Strategy Fund, since 6 March 2025

Ayusha Kumbhat

Fund Manager of Quant ESG Integration Strategy Fund, since 3 February 2025

Learn more about Quant Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 256.9 Cr
₹ 256.9 Cr
₹ 251.7 Cr
  • AUM of the fund stands at 256.9 Cr as of Mar'26
  • AUM has remained same between Mar'26 and Feb'26

Compare Quant ESG Integration Strategy Fund

Quant ESG Integration Strategy Fund

VS

SBI ESG Exclusionary Strategy Fund

Frequently Asked Questions for Quant ESG Integration Strategy Fund

How do I invest in Quant ESG Integration Strategy Fund?

INDmoney makes it simple to invest in the Quant ESG Integration Strategy Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Quant ESG Integration Strategy Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Quant ESG Integration Strategy Fund?

The NAV of the fund today is ₹36.71. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Quant ESG Integration Strategy Fund fund has generated a return of 9.24% in 1 year, 18.34% in 3 years, 20.91% in 5 years.

Who is the fund manager of Quant ESG Integration Strategy Fund?

The fund managers are Ankit A. Pande, Sandeep Tandon, Sanjeev Sharma, Yug Tibrewal, Varun Pattani, Sameer Kate, Ayusha Kumbhat.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.93%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹226 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Quant ESG Integration Strategy Fund?

The top 3 holdings of the fund are Piramal Finance Ltd(9.34%), Adani Enterprises Ltd(8.93%), Adani Green Energy Ltd(8.44%)