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

INVEST VIA NRE/NRO

Quant Aggressive Hybrid Fund -IDCW for NRI [64.91]

Min Investment

5,000

Fund Size

2,144.66 Cr

Expense Ratio

2.7%

Exit Load

1%

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

64.91

-1.21%

NAV as on 22 Jul 26, 12:00 AM

very high risk

aggressive allocation

equity

NAV as on 22 Jul 26, 12:00 AM

very high risk

aggressive allocation

equity

12.23%p.a.

Last 1Y

13.68%p.a.

Last 3Y

12.77%p.a.

Last 5Y

16.41%p.a.

Since Inception

About Quant Aggressive Hybrid Fund -IDCW for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quant Aggressive Hybrid Fund -IDCW scheme from Quant Money Managers Limited. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Mar 2001, Quant Aggressive Hybrid Fund -IDCW is Aggressive Allocation fund of its category with 2,144.66 Cr fund under management as on Jul 2026. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • Quant Aggressive Hybrid Fund -IDCW delivered 12.2% annual returns during the last year. It has delivered 16.4% average annual returns since the fund was launched.
  • Quant Aggressive Hybrid Fund -IDCW scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investments objective of the scheme is to generate income / capital appreciation by investing primarily in equity and equity related instruments with a moderate exposure to debt securities & money market instruments. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

Adani Enterprises Ltd

10.04%

Adani Power Ltd

7.20%

Aurobindo Pharma Ltd

7.45%

Bajaj Auto Ltd

7.17%

Britannia Industries Ltd

6.41%

Colgate-Palmolive (India) Ltd

0.95%

DLF Ltd

1.85%

Grasim Industries Ltd

3.53%

Larsen & Toubro Ltd

4.03%

Reliance Industries Ltd

6.78%

Fund Managers

  1. Sanjeev Sharma (Oct 2019 - Present)
  2. Ankit A Pande (May 2020 - Present)
  3. Sandeep Tandon (Feb 2025 - Present)
  4. Lokesh Garg (Feb 2025 - Present)
  5. Varun Pattani (Feb 2025 - Present)
  6. Ayusha Kumbhat (Feb 2025 - Present)
  7. Sameer Kate (Mar 2025 - Present)
  8. Yug Tibrewal (Mar 2025 - Present)
  9. Jignesh Shah (Feb 2026 - Present)

Key Information

View Scheme Document

Quant Aggressive Hybrid Fund -IDCW 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 Aggressive Hybrid Fund -IDCW

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 Aggressive Hybrid Fund -IDCW?

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 Aggressive Hybrid Fund -IDCW
  • 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