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
₹78.01
-3.35%
NAV as on 16 Jan 25, 12:00 AM
very high risk
fund of funds
fof
NAV as on 16 Jan 25, 12:00 AM
very high risk
fund of funds
fof
20.47%p.a.
Last 1Y
14.78%p.a.
Last 3Y
17.00%p.a.
Last 5Y
13.82%p.a.
Since Inception
About Quantum Equity Fund of Funds Plan Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quantum Equity Fund of Funds Plan Reinvestment Inc Dist cum Cap Wdrl scheme from Quantum Asset Management Co Pvt. Ltd.. It is a Fund of Funds mutual fund scheme that predominantly invests in Fund of Funds stocks of companies. Launched on Apr 2017, Quantum Equity Fund of Funds Plan Reinvestment Inc Dist cum Cap Wdrl is Fund of Funds fund of its category with 128.11 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Fund of Funds funds.
- Quantum Equity Fund of Funds Plan Reinvestment Inc Dist cum Cap Wdrl delivered 20.5% annual returns during the last year. It has delivered 13.8% average annual returns since the fund was launched.
- Quantum Equity Fund of Funds Plan Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in fof
Fund Objective
The investment objective of the scheme is to generate long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI. There can be no assurance of positive returns from following the stated investment strategy.
Top 8 Holdings
ICICI Pru Focused Equity Dir Gr
12.70%
Invesco India Contra Dir Gr
12.67%
Sundaram large and Mid Cap Dir Gr
12.64%
SBI Magnum Midcap Dir Gr
12.54%
360 ONE Focused Equity Dir Gr
12.34%
Mirae Asset Large Cap Dir Gr
12.27%
Canara Robeco Bluechip Equity Dir Gr
12.13%
Kotak Flexicap Dir Gr
11.96%
Fund Managers
- Chirag Mehta (Nov 2013 - Present)
Key Information
View Scheme Document
Quantum Equity Fund of Funds Plan Reinvestment Inc Dist cum Cap Wdrl 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 Quantum Equity Fund of Funds Plan Reinvestment Inc Dist cum Cap Wdrl
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 Equity Fund of Funds Plan Reinvestment Inc Dist cum Cap Wdrl?
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 Equity Fund of Funds Plan Reinvestment Inc Dist cum Cap Wdrl
- 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
ICICI Prudential BHARAT 22 FOF Growth
very high risk | fof
34.6%
ICICI Prudential Thematic Advantage Fund(FOF) Reinvestment of Income Distribution cum Cap Wdrl
very high risk | fof
17.8%
ICICI Prudential Thematic Advantage Fund(FOF) Growth
very high risk | fof
18.5%
Frequently Asked Questions
Explore Other Quantum Funds
Funds
3Y Return
Quantum Long Term Equity Value Fund Plan Payout Inc Dist cum Cap Wdrl
very high risk | equity
18.8%
Quantum Long Term Equity Value Fund Plan Growth Option
very high risk | equity
18.8%
Quantum Long Term Equity Value Fund Plan Reinvestment Inc Dist cum Cap Wdrl
very high risk | equity
18.8%
Copyright | 2021 @ SBNRI | All Rights Reserved