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
₹118.35
-0.70%
NAV as on 09 May 25, 12:00 AM
very high risk
elss (tax savings)
elss
NAV as on 09 May 25, 12:00 AM
very high risk
elss (tax savings)
elss
9.15%p.a.
Last 1Y
17.77%p.a.
Last 3Y
23.38%p.a.
Last 5Y
16.99%p.a.
Since Inception
About Quantum ELSS Tax Saver Fund - Plan Growth Option for NRIs
NRIs can achieve long-term capital appreciation by investing in the Quantum ELSS Tax Saver Fund - Plan Growth Option scheme from Quantum Asset Management Company Private Limited. It is a ELSS (Tax Savings) mutual fund scheme that predominantly invests in ELSS (Tax Savings) stocks of companies. Launched on Dec 2008, Quantum ELSS Tax Saver Fund - Plan Growth Option is ELSS (Tax Savings) fund of its category with 214.84 Cr fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category ELSS (Tax Savings) funds.
- Quantum ELSS Tax Saver Fund - Plan Growth Option delivered 9.2% annual returns during the last year. It has delivered 17.0% average annual returns since the fund was launched.
- Quantum ELSS Tax Saver Fund - Plan Growth Option scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in elss
Fund Objective
The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
Top 10 Holdings
HDFC Bank Ltd
8.22%
ICICI Bank Ltd
5.79%
Infosys Ltd
5.22%
State Bank of India
4.13%
Bharti Airtel Ltd
3.94%
Wipro Ltd
3.87%
Crompton Greaves Consumer Electricals Ltd
3.66%
ICICI Prudential Life Insurance Co Ltd
3.45%
Eicher Motors Ltd
3.32%
Tech Mahindra Ltd
3.30%
Fund Managers
- George Thomas (Apr 2022 - Present)
- Christy Mathai (Nov 2022 - Present)
Key Information
View Scheme Document
Quantum ELSS Tax Saver Fund - Plan Growth Option SIP Calculator
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NRI Mutual Fund Tax on Quantum ELSS Tax Saver Fund - 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 ELSS Tax Saver Fund - 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 ELSS Tax Saver Fund - 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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