NRI from all over the world (including 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
₹10.06
-0.01%
NAV as on 17 Dec 24, 12:00 AM
moderate risk
index funds fixed income
debt
NAV as on 17 Dec 24, 12:00 AM
moderate risk
index funds fixed income
debt
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
0.25%p.a.
Since Inception
About Aditya Birla Sun Life CRISIL-IBX AAA Financial Svcs Idx Sep 2027 Fd Reg Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life CRISIL-IBX AAA Financial Svcs Idx Sep 2027 Fd Reg Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Nov 2024, Aditya Birla Sun Life CRISIL-IBX AAA Financial Svcs Idx Sep 2027 Fd Reg Growth is Index Funds - Fixed Income fund of its category with 106.37 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
- Aditya Birla Sun Life CRISIL-IBX AAA Financial Svcs Idx Sep 2027 Fd Reg Growth delivered 0.0% annual returns during the last year. It has delivered 0.3% average annual returns since the fund was launched.
- Aditya Birla Sun Life CRISIL-IBX AAA Financial Svcs Idx Sep 2027 Fd Reg 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 investment objective of the scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL-IBX AAA Financial Services Index – Sep 2027 before expenses, subject to tracking errors.
Top 8 Holdings
Hdb Financial Services Limited
10.42%
Bajaj Finance Limited
10.40%
Kotak Mahindra Prime Limited
10.40%
National Bank For Agriculture And Rural Development
10.37%
LIC Housing Finance Limited
10.35%
Tata Capital Housing Finance Limited
10.33%
7.68% Tata Capital Limited
10.27%
Small Industries Development Bank Of India
2.60%
Fund Managers
- Harshil Suvarnkar (Nov 2024 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life CRISIL-IBX AAA Financial Svcs Idx Sep 2027 Fd Reg Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Aditya Birla Sun Life CRISIL-IBX AAA Financial Svcs Idx Sep 2027 Fd Reg 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 Aditya Birla Sun Life CRISIL-IBX AAA Financial Svcs Idx Sep 2027 Fd Reg 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 CRISIL-IBX AAA Financial Svcs Idx Sep 2027 Fd Reg 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
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Frequently Asked Questions
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