NRI from all over the world (excluding 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
₹20.36
0.03%
NAV as on 19 Nov 24, 12:00 AM
low to moderate risk
dynamic bond
debt
NAV as on 19 Nov 24, 12:00 AM
low to moderate risk
dynamic bond
debt
9.29%p.a.
Last 1Y
6.63%p.a.
Last 3Y
6.71%p.a.
Last 5Y
7.78%p.a.
Since Inception
About Quantum Dynamic Bond Fund - Plan Growth Option for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quantum Dynamic Bond Fund - Plan Growth Option scheme from Quantum Asset Management Co Pvt. Ltd.. It is a Dynamic Bond mutual fund scheme that predominantly invests in Dynamic Bond stocks of companies. Launched on May 2015, Quantum Dynamic Bond Fund - Plan Growth Option is Dynamic Bond fund of its category with 110.9 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Bond funds.
- Quantum Dynamic Bond Fund - Plan Growth Option delivered 9.3% annual returns during the last year. It has delivered 7.8% average annual returns since the fund was launched.
- Quantum Dynamic Bond Fund - Plan Growth Option scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To generate income and capital appreciation through active management of portfolio consisting of short term, long term debt and money market instruments.
Top 9 Holdings
7.3% Govt Stock 2053
31.89%
7.34% Govt Stock 2064
23.55%
7.1% Govt Stock 2034
13.77%
7.18% Govt Stock 2037
9.24%
07.70 MH Sdl 2034
4.69%
7.32% Govt Stock 2030
4.62%
National Bank for Agriculture and Rural Development 7.68%
4.55%
Indian Railway Finance Corporation Limited
4.43%
Corporate Debt Market Development Fund Class A2
0.23%
Fund Managers
- Pankaj Pathak (Mar 2017 - Present)
Key Information
View Scheme Document
Quantum Dynamic Bond Fund - Plan Growth Option SIP Calculator
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NRI Mutual Fund Tax on Quantum Dynamic Bond Fund - Plan Growth Option
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 Quantum Dynamic Bond Fund - Plan Growth Option?
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 Quantum Dynamic Bond Fund - Plan Growth Option
- 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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