NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹15.77
-1.29%
NAV as on 13 Nov 24, 12:00 AM
high risk
dynamic asset allocation
hybrid (nc)
NAV as on 13 Nov 24, 12:00 AM
high risk
dynamic asset allocation
hybrid (nc)
32.92%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
37.29%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Quant Dynamic Asset Allocation Fund Growth scheme from Quant Money Managers Limited. It is a Dynamic Asset Allocation mutual fund scheme that predominantly invests in Dynamic Asset Allocation stocks of companies. Launched on Apr 2023, Quant Dynamic Asset Allocation Fund Growth is Dynamic Asset Allocation fund of its category with 1,428.3 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Asset Allocation funds.
The primary investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments including derivatives and debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.
Reliance Industries Ltd
9.51%
ITC Ltd
9.42%
Jio Financial Services Ltd
8.81%
HDFC Life Insurance Co Ltd
7.83%
Life Insurance Corporation of India
7.73%
Larsen & Toubro Ltd
7.27%
Samvardhana Motherson International Ltd
5.83%
Hindustan Unilever Ltd
4.37%
Britannia Industries Ltd
4.11%
Manappuram Finance Ltd
2.98%
View Scheme Document
If invested
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
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
---|---|---|
Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
high risk | equity
12.6%
high risk | equity
10.3%
high risk | equity
10.1%