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

INVEST VIA NRE/NRO

Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth for NRI [32.96]

Min Investment

100

Fund Size

195.74 Cr

Expense Ratio

2.2%

Exit Load

0.25%

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

32.96

-0.51%

NAV as on 17 Dec 24, 12:00 AM

very high risk

global other

debt

NAV as on 17 Dec 24, 12:00 AM

very high risk

global other

debt

19.44%p.a.

Last 1Y

7.92%p.a.

Last 3Y

9.18%p.a.

Last 5Y

7.22%p.a.

Since Inception

About Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Dec 2007, Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth is Global - Other fund of its category with 195.74 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.

  • Aditya Birla Sun Life Global Excellence Equity Fund of Fund Growth delivered 19.4% annual returns during the last year. It has delivered 7.2% average annual returns since the fund was launched.
  • Aditya Birla Sun Life Global Excellence Equity Fund of Fund 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 achieve long-term capital growth by investing primarily in units of Julius Baer Global Excellence Equity Fund. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.

Top 1 Holdings

JB Global Excell Eq USD C

98.84%

Fund Managers

  1. Dhaval Joshi (Nov 2022 - Present)

Key Information

View Scheme Document

Aditya Birla Sun Life Global Excellence Equity Fund of Fund 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 Global Excellence Equity Fund of Fund 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 Global Excellence Equity Fund of 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 Global Excellence Equity Fund of 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

Frequently Asked Questions