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
₹23.83
-0.08%
NAV as on 06 Jan 25, 12:00 AM
very high risk
equity esg
equity
NAV as on 06 Jan 25, 12:00 AM
very high risk
equity esg
equity
16.41%p.a.
Last 1Y
12.37%p.a.
Last 3Y
17.71%p.a.
Last 5Y
17.67%p.a.
Since Inception
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 90.15 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.
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.
Indian Hotels Co Ltd
5.12%
TVS Motor Co Ltd
4.94%
HDFC Bank Ltd
3.90%
Persistent Systems Ltd
3.06%
Infosys Ltd
2.73%
Tata Consultancy Services Ltd
2.53%
Tata Communications Ltd
2.52%
Tata Consumer Products Ltd
2.52%
ICICI Bank Ltd
2.45%
ICICI Prudential Life Insurance Co Ltd
2.30%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
11.9%
very high risk | equity
16.6%
very high risk | equity
9.0%