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
₹23.46
0.51%
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity esg
equity
23.34%p.a.
Last 1Y
10.54%p.a.
Last 3Y
17.51%p.a.
Last 5Y
17.79%p.a.
Since Inception
About Quantum ESG Best In Class Strategy Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quantum ESG Best In Class Strategy Fund Growth scheme from Quantum Asset Management Co Pvt. Ltd.. It is a Equity - ESG mutual fund scheme that predominantly invests in Equity - ESG stocks of companies. Launched on Jul 2019, Quantum ESG Best In Class Strategy Fund Growth is Equity - ESG fund of its category with 88.39 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.
- Quantum ESG Best In Class Strategy Fund Growth delivered 23.3% annual returns during the last year. It has delivered 17.8% average annual returns since the fund was launched.
- Quantum ESG Best In Class Strategy 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 Investment Objective of the scheme is to achieve long-term capital appreciation by investing in share of companies identified based on the Environment, Social and Governance (ESG) theme following Best in Class Strategy.
Top 10 Holdings
TVS Motor Co Ltd
5.16%
Indian Hotels Co Ltd
4.45%
HDFC Bank Ltd
3.84%
Persistent Systems Ltd
2.84%
Tata Consumer Products Ltd
2.69%
Infosys Ltd
2.64%
Tata Communications Ltd
2.60%
ICICI Prudential Life Insurance Co Ltd
2.48%
ICICI Bank Ltd
2.48%
Tata Consultancy Services Ltd
2.40%
Fund Managers
- Chirag Mehta (Jul 2019 - Present)
- Rajorshi Palit (Nov 2024 - Present)
Key Information
View Scheme Document
Quantum ESG Best In Class Strategy Fund Growth 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 ESG Best In Class Strategy 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 Quantum ESG Best In Class Strategy 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 Quantum ESG Best In Class Strategy 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
Similar Funds
Funds
3Y Return
SBI ESG Exclusionary Strategy Fund Growth
very high risk | equity
10.1%
ICICI Prudential ESG Exclusionary Strategy Fund Growth
very high risk | equity
15.1%
Axis ESG Integration Strategy Fund Growth
very high risk | equity
7.0%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved