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
₹11.87
0.51%
NAV as on 17 Nov 24, 12:00 AM
very high risk
small cap
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
small cap
equity
17.64%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
21.80%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 86.47 Cr fund under management as on Nov 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 17.6% 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
Eris Lifesciences Ltd Registered Shs
2.89%
Supriya Lifescience Ltd
2.86%
Karur Vysya Bank Ltd
2.77%
EPL Ltd Ordinary Shares
2.64%
ICICI Prudential Life Insurance Co Ltd
2.53%
CMS Info Systems Ltd
2.50%
MPS Ltd
2.30%
Mayur Uniquoters Ltd
2.30%
Genus Power Infrastructures Ltd
2.28%
HDFC Bank Ltd
2.27%
Fund Managers
- Chirag Mehta (Nov 2023 - Present)
- Abhilasha Satale (Nov 2023 - Present)
Key Information
View Scheme Document
Quantum Small Cap 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 Small Cap 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 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
Similar Funds
Funds
3Y Return
Nippon India Small Cap Fund - Growth
very high risk | equity
25.4%
HDFC Small Cap Fund Growth
very high risk | equity
21.2%
SBI Small Cap Fund Plan Growth
very high risk | equity
16.8%
Frequently Asked Questions
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