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
₹31.15
-0.35%
NAV as on 16 Nov 24, 12:00 AM
high risk
fund of funds
fof
NAV as on 16 Nov 24, 12:00 AM
high risk
fund of funds
fof
16.73%p.a.
Last 1Y
9.64%p.a.
Last 3Y
10.37%p.a.
Last 5Y
9.80%p.a.
Since Inception
About Quantum Multi Asset Fund of Funds - Plan Growth Option for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quantum Multi Asset Fund of Funds - Plan Growth Option scheme from Quantum Asset Management Co Pvt. Ltd.. It is a Fund of Funds mutual fund scheme that predominantly invests in Fund of Funds stocks of companies. Launched on Jul 2012, Quantum Multi Asset Fund of Funds - Plan Growth Option is Fund of Funds fund of its category with 60.11 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Fund of Funds funds.
- Quantum Multi Asset Fund of Funds - Plan Growth Option delivered 16.7% annual returns during the last year. It has delivered 9.8% average annual returns since the fund was launched.
- Quantum Multi Asset Fund of Funds - Plan Growth Option scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in fof
Fund Objective
The investment objective of the Scheme is to generate modest capital appreciation while trying to reduce risk (by diversifying risks across asset classes) from a combined portfolio of equity, debt / money markets and Gold schemes of Quantum Mutual Fund. The Scheme may invest in the units of debt / money market schemes of other mutual funds to gain exposure to debt as an asset class to manage any investment and regulatory constraints that arise / that prevent the Scheme from increasing investments in the schemes of Quantum Mutual Fund. There can be no assurance that the investment objective of the Scheme will be realized.
Top 6 Holdings
Quantum Dynamic Bond Dir Gr
29.65%
Quantum Nifty 50 ETF
22.91%
Quantum Liquid Dir Gr
20.20%
Quantum Gold ETF
14.16%
Quantum L/T Equity Value Dir Gr
5.72%
Quantum ESG Best In Class StgyFundDirGr
4.56%
Fund Managers
- Chirag Mehta (Jul 2012 - Present)
Key Information
View Scheme Document
Quantum Multi Asset Fund of Funds - Plan Growth Option 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 Fund of Funds - 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 Multi Asset Fund of Funds - 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 Multi Asset Fund of Funds - 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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