EquitySectoral/ ThematicDirect · Growth
quant ESG Integration Strategy Fund - Growth Option - Direct Plan
quant · Scheme 148564
₹42.49▼ 0.11%NAV · 2026-09-18
Strong FundScore
AUM
₹319 cr
Expense ratio
1.87%
3Y CAGR
18.4%
Risk level
High
Min SIP
₹1,000
Benchmark
Nifty 500 TRI
Fund manager: Sanjeev SharmaExit load: Exit load of 1%, if redeemed within 15 days.
Strong · 76/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 20.0% CAGR over 5 years.
- ✓Compounding well recently — 18.4% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +18.4%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Pricey — 1.87% expense ratio quietly eats into long-term returns.
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Expense ratio: 1.87%
FundScore breakdown
76/100 · Strong
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Strong
Downside protection
Decent
Cost efficiency
Weak
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.