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
₹10.68
-0.37%
NAV as on 16 Nov 24, 12:00 AM
high risk
multi asset allocation
hybrid (c)
NAV as on 16 Nov 24, 12:00 AM
high risk
multi asset allocation
hybrid (c)
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
8.70%p.a.
Since Inception
About Quantum Multi Asset Allocation Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quantum Multi Asset Allocation Fund Growth scheme from Quantum Asset Management Co Pvt. Ltd.. It is a Multi Asset Allocation mutual fund scheme that predominantly invests in Multi Asset Allocation stocks of companies. Launched on Mar 2024, Quantum Multi Asset Allocation Fund Growth is Multi Asset Allocation fund of its category with 28.14 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Multi Asset Allocation funds.
- Quantum Multi Asset Allocation Fund Growth delivered 0.0% annual returns during the last year. It has delivered 8.7% average annual returns since the fund was launched.
- Quantum Multi Asset Allocation Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid (c)
Fund Objective
The investment objective of the Scheme is to generate long term capital appreciation / income by investing in Diversified portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments. There is no assurance that the investment objective of the scheme will be achieved.
Top 10 Holdings
7.34% Govt Stock 2064
18.14%
7.18% Govt Stock 2037
17.80%
7.1% Govt Stock 2034
12.20%
Quantum Gold ETF
10.68%
HDFC Bank Ltd
3.43%
Infosys Ltd
2.16%
ICICI Bank Ltd
1.97%
State Bank of India
1.65%
Wipro Ltd
1.60%
ICICI Prudential Life Insurance Co Ltd
1.55%
Fund Managers
- Chirag Mehta (Mar 2024 - Present)
- Pankaj Pathak (Mar 2024 - Present)
Key Information
View Scheme Document
Quantum Multi Asset Allocation 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 Multi Asset Allocation 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 Multi Asset Allocation 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 Multi Asset Allocation 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
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3Y Return
Kotak Multi Asset Allocation Fund Growth
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0.0%
SBI Multi Asset Allocation Fund Growth
high risk | hybrid (nc)
13.0%
UTI Multi Asset Allocation Fund Plan Growth
high risk | equity
16.2%
Frequently Asked Questions
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