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
₹38.19
0.04%
NAV as on 01 May 24, 12:00 AM
low to moderate risk
liquid
liquid
NAV as on 01 May 24, 12:00 AM
low to moderate risk
liquid
liquid
6.92%p.a.
Last 1Y
5.46%p.a.
Last 3Y
5.46%p.a.
Last 5Y
7.47%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 2,015.68 Cr fund under management as on May 2024. The expense ratio of this fund is less than that of most other Fund category Liquid funds.
- Quant Liquid Plan Growth delivered 6.9% 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 02-Apr-2024 Depo 10
18.95%
91 DTB 02052024
9.86%
Icici Securities Limited
7.36%
Punjab National Bank
4.96%
National Bank For Agriculture And Rural Development
4.96%
Small Industries Development Bank Of India
4.93%
Export-Import Bank of India
4.91%
State Bank Of India
4.91%
Tata Capital Housing Finance Limited
4.90%
Larsen & Toubro Ltd.
4.89%
Fund Managers
- Sanjeev Sharma (Oct 2019 - Present)
Key Information
View Scheme Document
Quant Liquid Plan Growth SIP Calculator
If invested
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 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 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
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Frequently Asked Questions
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