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
₹16.28
-1.41%
NAV as on 16 Jan 25, 12:00 AM
very high risk
index funds
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
index funds
equity
10.86%p.a.
Last 1Y
15.74%p.a.
Last 3Y
0.00%p.a.
Last 5Y
16.08%p.a.
Since Inception
About Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Payout Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Payout Inc Dist cum Cap Wdrl scheme from Aditya Birla Sun Life AMC Ltd. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Jun 2021, Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Payout Inc Dist cum Cap Wdrl is Index Funds fund of its category with 342.36 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
- Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Payout Inc Dist cum Cap Wdrl delivered 10.9% annual returns during the last year. It has delivered 16.1% average annual returns since the fund was launched.
- Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Payout Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty 50 Equal Weight TR Index, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Top 10 Holdings
Wipro Ltd
2.38%
Tech Mahindra Ltd
2.36%
Bharat Electronics Ltd
2.35%
State Bank of India
2.34%
HCL Technologies Ltd
2.29%
HDFC Bank Ltd
2.23%
Tata Consultancy Services Ltd
2.21%
Eicher Motors Ltd
2.18%
JSW Steel Ltd
2.17%
ICICI Bank Ltd
2.17%
Fund Managers
- Rupesh Gurav (Nov 2024 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Payout Inc Dist cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Payout Inc Dist cum Cap Wdrl
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 Nifty 50 Equal Weight Index Fund Payout Inc Dist cum Cap Wdrl?
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 Nifty 50 Equal Weight Index Fund Payout Inc Dist cum Cap Wdrl
- 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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