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
₹12.47
-0.14%
NAV as on 18 Dec 24, 12:00 AM
high risk
balanced allocation
hybrid (nc)
NAV as on 18 Dec 24, 12:00 AM
high risk
balanced allocation
hybrid (nc)
16.49%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
19.74%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the 360 ONE Balanced Hybrid Fund Growth scheme from 360 ONE Asset Management Limited. It is a Balanced Allocation mutual fund scheme that predominantly invests in Balanced Allocation stocks of companies. Launched on Sep 2023, 360 ONE Balanced Hybrid Fund Growth is Balanced Allocation fund of its category with 860.07 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Balanced Allocation funds.
The Investment Objective of the fund is to generate long term capital appreciation/income by investing in equity and debt instruments.
7.1% Govt Stock 2029
4.65%
Rural Electrification Corporation Limited
4.01%
7.37% Govt Stock 2028
2.93%
7.04% Govt Stock 2029
2.90%
Mindspace Business Parks Reit
2.90%
Jamnagar Utilities & Power Private Limited
2.80%
Power Finance Corporation Limited
2.79%
HDFC Bank Ltd
2.63%
7.32% Govt Stock 2030
2.35%
National Bank For Agriculture And Rural Development
2.30%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.