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
₹39.35
-0.25%
NAV as on 17 Nov 24, 12:00 AM
high risk
fund of funds
debt
NAV as on 17 Nov 24, 12:00 AM
high risk
fund of funds
debt
20.18%p.a.
Last 1Y
11.37%p.a.
Last 3Y
14.11%p.a.
Last 5Y
10.87%p.a.
Since Inception
About Aditya Birla Sun Life Financial Planning FOF Moderate Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Financial Planning FOF Moderate 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 Moderate Plan Growth is Fund of Funds fund of its category with 36.35 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 Moderate Plan Growth delivered 20.2% annual returns during the last year. It has delivered 10.9% average annual returns since the fund was launched.
- Aditya Birla Sun Life Financial Planning FOF Moderate 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 10 Holdings
Aditya BSL Gov Sec Dir Gr
15.19%
HDFC Corporate Bond Dir Gr
14.39%
Kotak Multicap Dir Gr
10.82%
HDFC Large and Mid Cap Dir Gr
10.71%
Aditya BSL Flexi Cap Dir Gr
10.60%
ICICI Pru Bluechip Dir Gr
10.25%
Aditya BSL Gold ETF
9.75%
Kotak Dynamic Bond Dir Gr
8.06%
Nippon India Growth Dir Gr
4.75%
Aditya BSL Short Term Dir Gr
1.01%
Fund Managers
- Vinod Bhat (Aug 2019 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Aditya Birla Sun Life Financial Planning FOF Moderate Plan 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 Financial Planning FOF Moderate 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 Moderate 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
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Frequently Asked Questions
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