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
₹111.06
0.23%
NAV as on 30 Apr 24, 12:00 AM
very high risk
value
equity
NAV as on 30 Apr 24, 12:00 AM
very high risk
value
equity
40.80%p.a.
Last 1Y
18.89%p.a.
Last 3Y
14.83%p.a.
Last 5Y
13.85%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 1,052.25 Cr fund under management as on Apr 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 40.8% annual returns during the last year. It has delivered 13.8% 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
7.50%
ICICI Bank Ltd
6.03%
State Bank of India
4.73%
Infosys Ltd
4.45%
Eicher Motors Ltd
4.18%
Bharti Airtel Ltd
3.93%
Mahindra & Mahindra Ltd
3.77%
Wipro Ltd
3.63%
Hero MotoCorp Ltd
3.43%
Shriram Finance Ltd
3.37%
Fund Managers
- George Thomas (Apr 2022 - Present)
- Christy Mathai (Nov 2022 - Present)
Key Information
View Scheme Document
Quantum Long Term Equity Value Fund Plan Growth Option SIP Calculator
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For a period of
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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 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 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
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Frequently Asked Questions
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