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

INVEST VIA NRE/NRO

Quant Active Fund Growth for NRI [620.22]

Min Investment

5,000

Fund Size

10,530.63 Cr

Expense Ratio

1.7%

Exit Load

1%

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

620.22

-2.04%

NAV as on 21 Nov 24, 12:00 AM

very high risk

multi cap

equity

NAV as on 21 Nov 24, 12:00 AM

very high risk

multi cap

equity

19.08%p.a.

Last 1Y

13.76%p.a.

Last 3Y

26.23%p.a.

Last 5Y

19.47%p.a.

Since Inception

About Quant Active Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quant Active Fund Growth scheme from Quant Money Managers Limited. It is a Multi-Cap mutual fund scheme that predominantly invests in Multi-Cap stocks of companies. Launched on Feb 2001, Quant Active Fund Growth is Multi-Cap fund of its category with 10,530.63 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Multi-Cap funds.

  • Quant Active Fund Growth delivered 19.1% annual returns during the last year. It has delivered 19.5% average annual returns since the fund was launched.
  • Quant Active 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

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long term growth opportunities by investing in a portfolio of Large Cap, Mid Cap and Small Cap companies. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

Reliance Industries Ltd

9.55%

Aurobindo Pharma Ltd

5.60%

ITC Ltd

4.53%

Larsen & Toubro Ltd

3.78%

Steel Authority Of India Ltd

3.59%

Jio Financial Services Ltd

3.49%

Britannia Industries Ltd

3.43%

Adani Power Ltd

3.37%

Aegis Logistics Ltd

3.28%

Life Insurance Corporation of India

3.28%

Fund Managers

  1. Sanjeev Sharma (Feb 2017 - Present)
  2. Vasav Sahgal (Jun 2019 - Present)
  3. Ankit A. Pande (May 2020 - Present)

Key Information

View Scheme Document

Quant Active 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 Active 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 Active 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 Active 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