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

INVEST VIA NRE/NRO

Quantum Multi Asset Allocation Fund Growth for NRI [10.93]

Min Investment

500

Fund Size

28.79 Cr

Expense Ratio

2.0%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

10.93

0.09%

NAV as on 09 Dec 24, 12:00 AM

high risk

multi asset allocation

hybrid (c)

NAV as on 09 Dec 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

8.50%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 28.79 Cr fund under management as on Dec 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 8.5% 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

17.58%

7.18% Govt Stock 2037

17.33%

7.1% Govt Stock 2034

11.91%

Quantum Gold ETF

11.44%

HDFC Bank Ltd

3.45%

Infosys Ltd

2.32%

ICICI Bank Ltd

1.93%

State Bank of India

1.78%

Bharti Airtel Ltd

1.77%

Wipro Ltd

1.63%

Fund Managers

  1. Chirag Mehta (Mar 2024 - Present)
  2. Pankaj Pathak (Mar 2024 - Present)

Key Information

View Scheme Document

Quantum Multi Asset Allocation Fund Growth 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 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 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 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

Frequently Asked Questions