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

INVEST VIA NRE/NRO

Quant Liquid Plan Growth for NRI [39.60]

Min Investment

5,000

Fund Size

2,034.48 Cr

Expense Ratio

0.5%

Exit Load

0.007%

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

39.60

0.02%

NAV as on 16 Nov 24, 12:00 AM

moderate risk

liquid

liquid

NAV as on 16 Nov 24, 12:00 AM

moderate risk

liquid

liquid

7.05%p.a.

Last 1Y

6.04%p.a.

Last 3Y

5.45%p.a.

Last 5Y

7.46%p.a.

Since Inception

About Quant Liquid Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quant Liquid Plan Growth scheme from Quant Money Managers Limited. It is a Liquid mutual fund scheme that predominantly invests in Liquid stocks of companies. Launched on Sep 2005, Quant Liquid Plan Growth is Liquid fund of its category with 2,034.48 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Liquid funds.

  • Quant Liquid Plan Growth delivered 7.0% annual returns during the last year. It has delivered 7.5% average annual returns since the fund was launched.
  • Quant Liquid Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in liquid

Fund Objective

The investment objective of the scheme is to generate income through a portfolio comprising money market and debt instruments. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

Treps 04-Nov-2024 Depo 10

17.30%

Srf Ltd Cp 06-Nov-2024

4.91%

91 DTB 07112024

4.91%

Isec Cp 14-Nov-2024

4.90%

Tata Capital Housing Fin Cp 04-Dec-2024

4.88%

Hdfc Bank Ltd Cd 06-Dec-2024

4.88%

Reliance Retail Ventureltd Cp09-Dec-2024

4.88%

Larsen & Toubro Ltd.

4.88%

Angel One Cp 13-Dec-2024

4.86%

Apl Apollo Tubes Ltd Cp 31-Dec-2024

4.86%

Fund Managers

  1. Sanjeev Sharma (Oct 2019 - Present)

Key Information

View Scheme Document

Quant Liquid Plan 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 Liquid Plan 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 Liquid Plan 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 Liquid Plan 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