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

INVEST VIA NRE/NRO

Quantum Long Term Equity Value Fund Plan Growth Option for NRI [127.17]

Min Investment

500

Fund Size

1,189.36 Cr

Expense Ratio

2.0%

Exit Load

2%

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

About Quantum Long Term Equity Value Fund Plan Growth Option for NRIs

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.

  • Quantum Long Term Equity Value Fund Plan Growth Option delivered 30.7% annual returns during the last year. It has delivered 14.3% average annual returns since the fund was launched.
  • Quantum Long Term Equity Value Fund Plan Growth Option 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 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.

Top 10 Holdings

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%

Fund Managers

  1. George Thomas (Apr 2022 - Present)
  2. Christy Mathai (Nov 2022 - Present)

Key Information

View Scheme Document

Quantum Long Term Equity Value Fund Plan 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 Long Term Equity Value Fund Plan 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 Long Term Equity Value Fund Plan 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 Long Term Equity Value Fund Plan 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