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
₹15.86
0.90%
NAV as on 17 Nov 24, 12:00 AM
very high risk
sector healthcare
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
sector healthcare
equity
47.09%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
46.63%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 453.77 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Healthcare funds.
- Quant Healthcare Fund Growth delivered 47.1% annual returns during the last year. It has delivered 46.6% 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 investment objective of the scheme is to seek long term capital appreciation by investing in equity/equity related instruments of companies from the healthcare sector. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Top 10 Holdings
RPG Life Sciences Ltd
8.78%
Aster DM Healthcare Ltd Ordinary Shares
7.17%
Reliance Industries Ltd
6.98%
Aurobindo Pharma Ltd
6.94%
Pfizer Ltd
6.68%
HFCL Ltd
6.65%
GlaxoSmithKline Pharmaceuticals Ltd
6.26%
Ipca Laboratories Ltd
6.21%
Glenmark Life Sciences Ltd
5.95%
Zydus Wellness Ltd
5.72%
Fund Managers
- Sanjeev Sharma (Jul 2023 - Present)
- Vasav Sahgal (Jul 2023 - Present)
- Ankit A. Pande (Jul 2023 - Present)
- Sandeep Tandon (Jul 2023 - Present)
Key Information
View Scheme Document
Quant Healthcare Fund Growth SIP Calculator
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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 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 |
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
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