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
₹19.92
-0.80%
NAV as on 17 Dec 24, 12:00 AM
very high risk
multi cap
equity
NAV as on 17 Dec 24, 12:00 AM
very high risk
multi cap
equity
26.08%p.a.
Last 1Y
17.75%p.a.
Last 3Y
0.00%p.a.
Last 5Y
20.64%p.a.
Since Inception
About Aditya Birla Sun Life Multi-Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Multi-Cap Fund Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Multi-Cap mutual fund scheme that predominantly invests in Multi-Cap stocks of companies. Launched on May 2021, Aditya Birla Sun Life Multi-Cap Fund Growth is Multi-Cap fund of its category with 6,234.02 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Multi-Cap funds.
- Aditya Birla Sun Life Multi-Cap Fund Growth delivered 26.1% annual returns during the last year. It has delivered 20.6% average annual returns since the fund was launched.
- Aditya Birla Sun Life Multi-Cap 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 achieve long term growth of capital, at commensurate levels of risk through a diversified research based investment in Large, Mid & Small cap companies. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Top 10 Holdings
ICICI Bank Ltd
4.42%
HDFC Bank Ltd
2.98%
Infosys Ltd
2.91%
NTPC Ltd
2.70%
Bharti Airtel Ltd
2.60%
Fortis Healthcare Ltd
2.44%
Brigade Enterprises Ltd
2.22%
Coforge Ltd
2.01%
Kotak Mahindra Bank Ltd
1.97%
Max Financial Services Ltd
1.93%
Fund Managers
- Harshil Suvarnkar (May 2021 - Present)
- Abhinav Khandelwal (Oct 2024 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Multi-Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Multi-Cap 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 Multi-Cap 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 Multi-Cap 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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27.5%
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0.0%
HDFC Multi Cap Fund Growth
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25.1%
Frequently Asked Questions
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