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
₹14.73
0.47%
NAV as on 17 Nov 24, 12:00 AM
very high risk
large cap
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
large cap
equity
31.47%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
21.28%p.a.
Since Inception
About Quant Large Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quant Large Cap Fund Growth scheme from Quant Money Managers Limited. It is a Large-Cap mutual fund scheme that predominantly invests in Large-Cap stocks of companies. Launched on Aug 2022, Quant Large Cap Fund Growth is Large-Cap fund of its category with 2,415.88 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.
- Quant Large Cap Fund Growth delivered 31.5% annual returns during the last year. It has delivered 21.3% average annual returns since the fund was launched.
- Quant Large Cap 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 consistent returns by investing in equity and equity related instruments falling under the category of large cap companies. 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
Reliance Industries Ltd
9.04%
Bajaj Finance Ltd
6.42%
ITC Ltd
6.38%
Grasim Industries Ltd
6.31%
Life Insurance Corporation of India
5.47%
Britannia Industries Ltd
5.32%
Jio Financial Services Ltd
5.11%
Larsen & Toubro Ltd
4.89%
Adani Enterprises Ltd
4.78%
Zydus Lifesciences Ltd
4.29%
Fund Managers
- Sanjeev Sharma (Aug 2022 - Present)
- Vasav Sahgal (Aug 2022 - Present)
- Ankit A. Pande (Aug 2022 - Present)
- Sandeep Tandon (Aug 2022 - Present)
Key Information
View Scheme Document
Quant Large Cap Fund Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Quant Large Cap 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 Large Cap 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 Large Cap 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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Frequently Asked Questions
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