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

INVEST VIA NRE/NRO

Quant Healthcare Fund Growth for NRI [15.69]

Min Investment

5,000

Fund Size

439.55 Cr

Expense Ratio

2.4%

Exit Load

1%

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

15.69

-1.35%

NAV as on 17 Dec 24, 12:00 AM

very high risk

sector healthcare

equity

NAV as on 17 Dec 24, 12:00 AM

very high risk

sector healthcare

equity

33.56%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

42.61%p.a.

Since Inception

About Quant Healthcare Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quant Healthcare Fund Growth scheme from Quant Money Managers Limited. It is a Sector - Healthcare mutual fund scheme that predominantly invests in Sector - Healthcare stocks of companies. Launched on Jul 2023, Quant Healthcare Fund Growth is Sector - Healthcare fund of its category with 439.55 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Healthcare funds.

  • Quant Healthcare Fund Growth delivered 33.6% annual returns during the last year. It has delivered 42.6% average annual returns since the fund was launched.
  • Quant Healthcare 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 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.

Top 10 Holdings

Aster DM Healthcare Ltd Ordinary Shares

8.02%

RPG Life Sciences Ltd

7.72%

HFCL Ltd

7.02%

Pfizer Ltd

6.93%

Reliance Industries Ltd

6.91%

Aurobindo Pharma Ltd

6.24%

Sequent Scientific Ltd

6.23%

Zydus Lifesciences Ltd

6.19%

Glenmark Life Sciences Ltd

6.07%

Ipca Laboratories Ltd

6.00%

Fund Managers

  1. Sanjeev Sharma (Jul 2023 - Present)
  2. Vasav Sahgal (Jul 2023 - Present)
  3. Ankit A. Pande (Jul 2023 - Present)
  4. Sandeep Tandon (Jul 2023 - Present)

Key Information

View Scheme Document

Quant Healthcare 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 Healthcare 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 Healthcare 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 Healthcare 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