August 1, 2025
mayank
Quant ESG Integration Strategy Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 34.7430
NAV IDCW: Rs 34.7010
Suitable For Which Investors?
ESG funds are suitable for investors:
1. Seeking exposure in shares of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s 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.
Fund Manager:
1) Ayusha Kumbhat
Education: CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics
Experience: She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.
2) Sameer Kate
Education: Bachelor of Computer Science, MBA from IME Pune.
Experience: Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,
3) Sandeep Tandon
Education: Mr. Tandon has done MBA (Finance)
Experience: Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.
4) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
5) Yug Tibrewal
Education: B.M.S, CFA L1
Experience: Yug is an investment professional with over 2 years of experience in dealing related activities
6) Ankit A Pande
Education: Mr. Pande has done CFA and MBA
Experience: Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
7) Sanjeev Sharma
Education: Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience: He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Quant ESG Integration Strategy Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 05-Nov-20 |
| Return Since Launch | 30.07% |
| Benchmark | NIFTY 100 ESG TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 305 Cr |
| (As on 30-Jun-2025) | |
| Expense | 0.92% |
| (As on 31-Jul-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Quant ESG Integration Strategy Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant ESG Integration Strategy Dir | -0.61 | -0.93 | -4.61 | 3.40 | 3.18 | -12.49 | 19.01 | — | — | — |
| BSE 100 TRI | 4.47 | -0.39 | -2.85 | 2.95 | 6.25 | -0.55 | 15.43 | — | — | — |
| Equity: Thematic-ESG | 2.13 | -0.39 | -2.65 | 3.81 | 5.27 | -1.41 | 15.99 | — | — | — |
| Rank within category | 9 | 10 | 10 | 7 | 9 | 9 | 2 | — | — | — |
| Number of funds in category | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 3 | 1 | 1 |
Peer Comparison of Quant ESG Integration Strategy Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Quant ESG Integration Strategy Dir | Unrated | -12.49 | 19.01 | — | 0.92 | 305 | 30.07 | 1.00 (15) | 4Y 8M | 452.00 |
| SBI ESG Exclusionary Strategy Dir | Unrated | -1.59 | 14.43 | 18.90 | 1.34 | 5,832 | 14.25 | 1.00 (365) | 12Y 7M | 14.00 |
| ICICI Pru ESG Exclusionary Strategy Dir | Unrated | 4.55 | 21.53 | — | 1.01 | 1,549 | 19.60 | 1.00 (365) | 4Y 9M | 19.00 |
| Axis ESG Integration Strategy Dir | Unrated | -1.51 | 13.80 | 16.49 | 1.33 | 1,273 | 16.28 | 1.00 (365) | 5Y 5M | 35.00 |
| Kotak ESG Exclusionary Strategy Dir | Unrated | -0.98 | 15.93 | — | 0.88 | 893 | 13.95 | 0.50 (90) | 4Y 7M | 16.61 |
Portfolio Analysis of Quant ESG Integration Strategy Fund
| No. of Stocks | 20 |
| Top 10 Stocks | 73.16% |
| Top 5 Stocks | 42.56% |
| Top 3 Sectors | 53.41% |
| Portfolio P/B Ratio | 3.80 |
| Portfolio P/E Ratio | 32.41 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,07,058 | 2,60,545 |
| Giant (%) | 58.89 | 62.61 |
| Large (%) | 10.14 | 18.75 |
| Mid (%) | 18.69 | 16.41 |
| Small (%) | 12.28 | 7.16 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Quant ESG Integration Strategy Fund
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