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

INVEST VIA NRE/NRO

Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth for NRI [51.12]

Min Investment

100

Fund Size

216.81 Cr

Expense Ratio

1.8%

Exit Load

1%

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

51.12

-0.17%

NAV as on 11 Nov 24, 12:00 AM

very high risk

fund of funds

debt

NAV as on 11 Nov 24, 12:00 AM

very high risk

fund of funds

debt

28.01%p.a.

Last 1Y

14.11%p.a.

Last 3Y

17.31%p.a.

Last 5Y

12.90%p.a.

Since Inception

About Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Financial Planning FOF Agrsv Plan 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 May 2011, Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth is Fund of Funds fund of its category with 216.81 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 Financial Planning FOF Agrsv Plan Growth delivered 28.0% annual returns during the last year. It has delivered 12.9% average annual returns since the fund was launched.
  • Aditya Birla Sun Life Financial Planning FOF Agrsv Plan 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 Scheme aims to generate returns by investing in portfolio of equity schemes, ETFs and debt schemes as per the risk-return profile of investors. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors.

Top 8 Holdings

Aditya BSL Flexi Cap Dir Gr

14.91%

Kotak Multicap Dir Gr

14.78%

ICICI Pru Bluechip Dir Gr

14.74%

HDFC Large and Mid Cap Dir Gr

14.71%

Aditya BSL Gov Sec Dir Gr

10.44%

Aditya BSL Gold ETF

9.87%

Nippon India Growth Dir Gr

9.61%

HDFC Corporate Bond Dir Gr

6.25%

Fund Managers

  1. Vinod Bhat (Aug 2019 - Present)
  2. Dhaval Joshi (Nov 2022 - Present)

Key Information

View Scheme Document

Aditya Birla Sun Life Financial Planning FOF Agrsv Plan 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 Financial Planning FOF Agrsv Plan 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 Financial Planning FOF Agrsv Plan 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 Financial Planning FOF Agrsv Plan 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