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
₹1445.47
0.11%
NAV as on 16 Nov 24, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 16 Nov 24, 12:00 AM
very high risk
aggressive allocation
equity
22.82%p.a.
Last 1Y
9.40%p.a.
Last 3Y
13.83%p.a.
Last 5Y
18.29%p.a.
Since Inception
About Aditya Birla Sun Life Equity Hybrid '95 Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Equity Hybrid '95 Fund Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Feb 1995, Aditya Birla Sun Life Equity Hybrid '95 Fund Growth is Aggressive Allocation fund of its category with 7,687.59 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- Aditya Birla Sun Life Equity Hybrid '95 Fund Growth delivered 22.8% annual returns during the last year. It has delivered 18.3% average annual returns since the fund was launched.
- Aditya Birla Sun Life Equity Hybrid '95 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 objective of the scheme is to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. The secondary objective is income generation and distribution of IDCW.
Top 10 Holdings
ICICI Bank Ltd
6.22%
HDFC Bank Ltd
5.47%
Infosys Ltd
3.78%
Reliance Industries Ltd
3.52%
Bharti Airtel Ltd
2.92%
Sun Pharmaceuticals Industries Ltd
2.53%
Larsen & Toubro Ltd
2.23%
Mahindra & Mahindra Ltd
2.01%
Axis Bank Ltd
1.95%
IRB InvIT Fund Units 2017-Series IV
1.59%
Fund Managers
- Chanchal Khandelwal (Feb 2023 - Present)
- Harshil Suvarnkar (Mar 2021 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Equity Hybrid '95 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 Aditya Birla Sun Life Equity Hybrid '95 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 Aditya Birla Sun Life Equity Hybrid '95 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
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Frequently Asked Questions
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