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

INVEST VIA NRE/NRO

Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme Growth for NRI [35.54]

Min Investment

100

Fund Size

15.19 Cr

Expense Ratio

0.9%

Exit Load

0.25%

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

35.54

0.07%

NAV as on 17 Nov 24, 12:00 AM

moderate risk

fund of funds

debt

NAV as on 17 Nov 24, 12:00 AM

moderate risk

fund of funds

debt

7.99%p.a.

Last 1Y

5.69%p.a.

Last 3Y

6.21%p.a.

Last 5Y

7.34%p.a.

Since Inception

About Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Fund of Funds mutual fund scheme that predominantly invests in Fund of Funds stocks of companies. Launched on Dec 2006, Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme Growth is Fund of Funds fund of its category with 15.19 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Fund of Funds funds.

  • Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme Growth delivered 8.0% annual returns during the last year. It has delivered 7.3% average annual returns since the fund was launched.
  • Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in debt

Fund Objective

The primary objective of the Scheme is to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the ABSLAMC process. There can be no assurance that the investment objective of the Scheme will be realized.

Top 6 Holdings

Aditya BSL CRISIL 10 Year Gilt ETF

38.82%

Aditya BSL Gov Sec Dir Gr

24.16%

Aditya BSL Income Dir Gr

22.28%

Aditya BSL Long Duration Dir Gr

7.80%

Aditya BSL Credit Risk Dir Gr

2.80%

Aditya BSL CRISIL Broad Based Gilt ETF

1.70%

Fund Managers

  1. Kaustubh Gupta (Mar 2021 - Present)

Key Information

View Scheme Document

Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme 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 Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme 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 Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme 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 Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme 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