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

INVEST VIA NRE/NRO

Quant Equity Savings Fund - Growth for NRI [9.88]

Min Investment

5,000

Fund Size

44.73 Cr

Expense Ratio

2.3%

Exit Load

%

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

9.88

0.68%

NAV as on 25 Mar 26, 12:00 AM

risk

equity savings fund

equity

NAV as on 25 Mar 26, 12:00 AM

risk

equity savings fund

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

-1.19%p.a.

Since Inception

About Quant Equity Savings Fund - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quant Equity Savings Fund - Growth scheme from Quant Money Managers Limited. It is a Equity Savings Fund mutual fund scheme that predominantly invests in Equity Savings Fund stocks of companies. Launched on Jul 2025, Quant Equity Savings Fund - Growth is Equity Savings Fund fund of its category with 44.73 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Equity Savings Fund funds.

  • Quant Equity Savings Fund - Growth delivered 0.0% annual returns during the last year. It has delivered -1.2% average annual returns since the fund was launched.
  • Quant Equity Savings 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 investment objective of the Scheme is to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. There is no assurance that the investment objective of the scheme will be achieved.

Top 10 Holdings

Bajaj Finance Ltd

5.01%

Bharti Airtel Ltd

4.39%

Fortis Healthcare Ltd

4.57%

HDFC Bank Ltd

8.78%

ICICI Bank Ltd

8.30%

Infosys Ltd

2.87%

Lupin Ltd

5.03%

Nestle India Ltd

1.44%

NMDC Ltd

1.85%

Reliance Industries Ltd

4.36%

Fund Managers

  1. Sanjeev Sharma (Jul 2025 - Present)
  2. Ankit A Pande (Jul 2025 - Present)
  3. Varun Pattani (Jul 2025 - Present)
  4. Ayusha Kumbhat (Jul 2025 - Present)
  5. Harshvardhan Bharatia (Jul 2025 - Present)
  6. Sameer Kate (Jul 2025 - Present)

Key Information

View Scheme Document

Quant Equity Savings 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 Equity Savings 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 Equity Savings 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 Equity Savings 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