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

INVEST VIA NRE/NRO

Quantum Gold Savings Fund Growth Option for NRI [29.25]

Min Investment

500

Fund Size

143.05 Cr

Expense Ratio

0.2%

Exit Load

0%

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

29.25

-0.48%

NAV as on 17 Dec 24, 12:00 AM

high risk

sector precious metals

fof

NAV as on 17 Dec 24, 12:00 AM

high risk

sector precious metals

fof

21.20%p.a.

Last 1Y

14.79%p.a.

Last 3Y

13.59%p.a.

Last 5Y

8.23%p.a.

Since Inception

About Quantum Gold Savings Fund Growth Option for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quantum Gold Savings Fund Growth Option scheme from Quantum Asset Management Co Pvt. Ltd.. It is a Sector - Precious Metals mutual fund scheme that predominantly invests in Sector - Precious Metals stocks of companies. Launched on May 2011, Quantum Gold Savings Fund Growth Option is Sector - Precious Metals fund of its category with 143.05 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Precious Metals funds.

  • Quantum Gold Savings Fund Growth Option delivered 21.2% annual returns during the last year. It has delivered 8.2% average annual returns since the fund was launched.
  • Quantum Gold Savings Fund Growth Option 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 provide capital appreciation by predominantly investing in units of Quantum Gold Fund Replicating / Tracking Gold an Exchange Traded Fund The performance of the Scheme may differ from that of Quantum Gold Fund and the domestic prices of gold due to expenses and certain other factors. There can be no assurance or guarantee that the investment objective of the Scheme will be achieved.

Top 1 Holdings

Quantum Gold ETF

99.98%

Fund Managers

  1. Chirag Mehta (May 2011 - Present)

Key Information

View Scheme Document

Quantum Gold Savings Fund Growth Option 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 Quantum Gold Savings Fund Growth Option

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 Quantum Gold Savings Fund 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 Gold Savings Fund 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

Frequently Asked Questions