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
₹225.72
1.02%
NAV as on 25 Apr 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 25 Apr 24, 12:00 AM
very high risk
mid cap
equity
72.23%p.a.
Last 1Y
36.24%p.a.
Last 3Y
32.11%p.a.
Last 5Y
14.09%p.a.
Since Inception
About Quant Mid Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quant Mid Cap Fund Growth scheme from Quant Money Managers Limited. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Feb 2001, Quant Mid Cap Fund Growth is Mid-Cap fund of its category with 5,873.25 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
- Quant Mid Cap Fund Growth delivered 72.2% annual returns during the last year. It has delivered 14.1% average annual returns since the fund was launched.
- Quant Mid 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 capital appreciation & provide long-term growth opportunities by investing in a portfolio of Mid Cap companies.There is no assurance that the investment objective of the Scheme will be realized
Top 10 Holdings
Reliance Industries Ltd
9.90%
Aurobindo Pharma Ltd
6.94%
Linde India Ltd
5.66%
Samvardhana Motherson International Ltd
5.39%
Punjab National Bank
5.08%
Bharat Heavy Electricals Ltd
4.73%
Oracle Financial Services Software Ltd
4.43%
NMDC Ltd
4.43%
Poonawalla Fincorp Ltd
4.34%
Adani Power Ltd
4.09%
Fund Managers
- Sanjeev Sharma (Feb 2017 - Present)
- Vasav Sahgal (Jun 2019 - Present)
- Ankit A. Pande (May 2020 - Present)
Key Information
View Scheme Document
Quant Mid Cap Fund 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 Mid 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 Mid 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 Mid 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
Similar Funds
Funds
3Y Return
HDFC Mid-Cap Opportunities Fund Growth
very high risk | equity
30.0%
Kotak Emerging Equity Scheme Growth
very high risk | equity
23.7%
Axis Midcap Fund Growth
very high risk | equity
20.1%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved