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
₹251.25
0.48%
NAV as on 27 Apr 24, 12:00 AM
very high risk
small cap
equity
NAV as on 27 Apr 24, 12:00 AM
very high risk
small cap
equity
73.80%p.a.
Last 1Y
39.91%p.a.
Last 3Y
38.33%p.a.
Last 5Y
12.35%p.a.
Since Inception
About Quant Small Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quant Small Cap Fund Growth scheme from Quant Money Managers Limited. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Sep 1996, Quant Small Cap Fund Growth is Small-Cap fund of its category with 17,348.95 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Quant Small Cap Fund Growth delivered 73.8% annual returns during the last year. It has delivered 12.3% average annual returns since the fund was launched.
- Quant Small 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 small cap companies.There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
Reliance Industries Ltd
10.08%
Jio Financial Services Ltd
7.30%
Bikaji Foods International Ltd
3.34%
IRB Infrastructure Developers Ltd
3.09%
Hindustan Copper Ltd
2.84%
National Aluminium Co Ltd
2.75%
RBL Bank Ltd
2.73%
Arvind Ltd
2.08%
Punjab National Bank
2.01%
HFCL Ltd
2.00%
Fund Managers
- Sanjeev Sharma (Feb 2017 - Present)
- Vasav Sahgal (Jun 2019 - Present)
- Ankit A. Pande (May 2020 - Present)
Key Information
View Scheme Document
Quant Small Cap Fund Growth SIP Calculator
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For a period of
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Fixed Deposit
NRI Mutual Fund Tax on Quant Small 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 Small 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 Small 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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3Y Return
Nippon India Small Cap Fund - Growth
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36.3%
HDFC Small Cap Fund Growth
very high risk | equity
32.6%
SBI Small Cap Fund Plan Growth
very high risk | equity
25.5%
Frequently Asked Questions
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