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
₹127.17
-0.11%
NAV as on 09 Dec 24, 12:00 AM
very high risk
value
equity
NAV as on 09 Dec 24, 12:00 AM
very high risk
value
equity
30.67%p.a.
Last 1Y
18.61%p.a.
Last 3Y
19.55%p.a.
Last 5Y
14.30%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Quantum Long Term Equity Value Fund Plan Growth Option scheme from Quantum Asset Management Co Pvt. Ltd.. It is a Value mutual fund scheme that predominantly invests in Value stocks of companies. Launched on Mar 2006, Quantum Long Term Equity Value Fund Plan Growth Option is Value fund of its category with 1,189.36 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Value funds.
The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
HDFC Bank Ltd
8.23%
ICICI Bank Ltd
6.35%
Infosys Ltd
5.37%
State Bank of India
4.11%
Bharti Airtel Ltd
4.10%
Wipro Ltd
3.87%
ICICI Prudential Life Insurance Co Ltd
3.60%
Tech Mahindra Ltd
3.54%
Eicher Motors Ltd
3.49%
Crompton Greaves Consumer Electricals Ltd
3.39%
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
24.6%
very high risk | equity
19.1%
very high risk | equity
22.0%