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

INVEST VIA NRE/NRO

Quant Momentum Fund - Growth for NRI [14.06]

Min Investment

5,000

Fund Size

1,417.2 Cr

Expense Ratio

2.2%

Exit Load

1%

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

14.06

0.30%

NAV as on 04 Feb 26, 12:00 AM

very high risk

equity other

equity

NAV as on 04 Feb 26, 12:00 AM

very high risk

equity other

equity

2.39%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

16.67%p.a.

Since Inception

About Quant Momentum Fund - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Quant Momentum Fund - Growth scheme from Quant Money Managers Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Nov 2023, Quant Momentum Fund - Growth is Equity - Other fund of its category with 1,417.2 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.

  • Quant Momentum Fund - Growth delivered 2.4% annual returns during the last year. It has delivered 16.7% average annual returns since the fund was launched.
  • Quant Momentum 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 primary investment objective of the scheme is to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

Repo

18.21%

Net Payables

-22.76%

GOVERNMENT OF INDIA 35671 091 DAYS TBILL 05JU25 FV RS 100

0.86%

GOVERNMENT OF INDIA 35923 91 DAYS TBILL 01AG25 FV RS 100

0.18%

GOVERNMENT OF INDIA 35849 91 DAYS TBILL 17JL25 FV RS 100

1.15%

GOVERNMENT OF INDIA 36026 091 DAYS TBILL 28AG25 FV RS 100

1.22%

GOVERNMENT OF INDIA 36004 091 DAYS TBILL 21AG25 FV RS 100

1.22%

Adani Enterprises Ltd

9.17%

Aurobindo Pharma Ltd

5.97%

Bajaj Auto Ltd

3.60%

Fund Managers

  1. Sameer Kate (Feb 2025 - Present)
  2. Sanjeev Sharma (Oct 2023 - Present)
  3. Sandeep Tandon (Oct 2023 - Present)
  4. Ankit A Pande (Oct 2023 - Present)
  5. Varun Pattani (Feb 2025 - Present)
  6. Ayusha Kumbhat (Feb 2025 - Present)
  7. Yug Tibrewal (Mar 2025 - Present)

Key Information

View Scheme Document

Quant Momentum 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 Quant Momentum 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 Quant Momentum 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 Quant Momentum 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