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
₹9.39
2.21%
NAV as on 01 Apr 26, 12:00 AM
risk
thematic quant
equity
NAV as on 01 Apr 26, 12:00 AM
risk
thematic quant
equity
-1.82%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-5.14%p.a.
Since Inception
About UTI Quant Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Quant Fund - Growth scheme from UTI Asset Management Company Private Limited. It is a Thematic - Quant mutual fund scheme that predominantly invests in Thematic - Quant stocks of companies. Launched on Jan 2025, UTI Quant Fund - Growth is Thematic - Quant fund of its category with 1,683.18 Cr fund under management as on Apr 2026. The expense ratio of this fund is less than that of most other Fund category Thematic - Quant funds.
- UTI Quant Fund - Growth delivered -1.8% annual returns during the last year. It has delivered -5.1% average annual returns since the fund was launched.
- UTI Quant 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 scheme shall seek to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme. However, there can be no assurance or guarantee that the investment objective of the schemes would be achieved.
Top 10 Holdings
Apollo Hospitals Enterprise Ltd
0.22%
Asian Paints Ltd
1.22%
Bajaj Auto Ltd
2.72%
Bajaj Finserv Ltd
0.24%
Bharat Electronics Ltd
6.22%
Bharti Airtel Ltd
1.82%
Blue Star Ltd
0.30%
Britannia Industries Ltd
4.66%
Coal India Ltd
4.83%
Colgate-Palmolive (India) Ltd
2.52%
Fund Managers
- Sharwan Kumar Goyal (Jan 2025 - Present)
Key Information
View Scheme Document
UTI Quant 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 UTI Quant 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 UTI Quant 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 UTI Quant 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
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