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

INVEST VIA NRE/NRO

Quant Multi Asset Fund Growth for NRI [129.52]

Min Investment

5,000

Fund Size

1,829.08 Cr

Expense Ratio

2.0%

Exit Load

1%

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

129.52

-0.36%

NAV as on 30 Apr 24, 12:00 AM

very high risk

multi asset allocation

debt

NAV as on 30 Apr 24, 12:00 AM

very high risk

multi asset allocation

debt

46.84%p.a.

Last 1Y

28.41%p.a.

Last 3Y

28.62%p.a.

Last 5Y

11.47%p.a.

Since Inception

About Quant Multi Asset Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quant Multi Asset Fund Growth scheme from Quant Money Managers Limited. It is a Multi Asset Allocation mutual fund scheme that predominantly invests in Multi Asset Allocation stocks of companies. Launched on Feb 2001, Quant Multi Asset Fund Growth is Multi Asset Allocation fund of its category with 1,829.08 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Multi Asset Allocation funds.

  • Quant Multi Asset Fund Growth delivered 46.8% annual returns during the last year. It has delivered 11.5% average annual returns since the fund was launched.
  • Quant Multi Asset Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in debt

Fund Objective

The investments objective of the scheme is to generate capital appreciation & provide long-term growth opportunities by investing in instruments across three asset classes viz. Equity, Debt and Commodity. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

Jio Financial Services Ltd

10.02%

Reliance Industries Ltd

9.59%

Orchid Pharma Ltd

7.21%

Adani Power Ltd

5.75%

Bharat Highways InvIT Unit

4.94%

Housing & Urban Development Corp Ltd

4.66%

Nippon India Silver ETF

3.57%

GAIL (India) Ltd

3.32%

ICICI Prudential Silver ETF

3.14%

Hindalco Industries Ltd

2.89%

Fund Managers

  1. Sanjeev Sharma (Aug 2019 - Present)
  2. Vasav Sahgal (Jun 2019 - Present)
  3. Ankit A. Pande (May 2020 - Present)
  4. Sandeep Tandon (Apr 2022 - Present)
  5. Varun Pattani (Mar 2022 - Present)

Key Information

View Scheme Document

Quant Multi Asset Fund 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 Multi Asset Fund 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 Multi Asset 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 Multi Asset 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

Frequently Asked Questions