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

INVEST VIA NRE/NRO

Quantum Small Cap Fund Growth for NRI [12.55]

Min Investment

500

Fund Size

91.22 Cr

Expense Ratio

2.1%

Exit Load

1%

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

12.55

0.16%

NAV as on 09 Dec 24, 12:00 AM

very high risk

small cap

equity

NAV as on 09 Dec 24, 12:00 AM

very high risk

small cap

equity

23.04%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

21.76%p.a.

Since Inception

About Quantum Small Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quantum Small Cap Fund Growth scheme from Quantum Asset Management Co Pvt. Ltd.. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Nov 2023, Quantum Small Cap Fund Growth is Small-Cap fund of its category with 91.22 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.

  • Quantum Small Cap Fund Growth delivered 23.0% annual returns during the last year. It has delivered 21.8% average annual returns since the fund was launched.
  • Quantum Small Cap Fund Growth 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 to generate capital appreciation by investing predominantly in Small Cap Stocks. There is no assurance that the investment objective of the scheme will be achieved.

Top 10 Holdings

Supriya Lifescience Ltd

3.56%

Eris Lifesciences Ltd Registered Shs

3.20%

Karur Vysya Bank Ltd

2.94%

Crompton Greaves Consumer Electricals Ltd

2.63%

EPL Ltd Ordinary Shares

2.56%

ICICI Prudential Life Insurance Co Ltd

2.48%

MPS Ltd

2.46%

CMS Info Systems Ltd

2.39%

CCL Products (India) Ltd

2.37%

HDFC Bank Ltd

2.35%

Fund Managers

  1. Chirag Mehta (Nov 2023 - Present)
  2. Abhilasha Satale (Nov 2023 - Present)

Key Information

View Scheme Document

Quantum Small Cap 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 Small Cap 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 Small Cap 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 Small Cap 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