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
₹123.39
0.49%
NAV as on 19 Nov 24, 12:00 AM
very high risk
value
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
value
equity
26.97%p.a.
Last 1Y
18.74%p.a.
Last 3Y
21.61%p.a.
Last 5Y
16.65%p.a.
Since Inception
About Aditya Birla Sun Life Pure Value Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Pure Value Fund Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Value mutual fund scheme that predominantly invests in Value stocks of companies. Launched on Mar 2008, Aditya Birla Sun Life Pure Value Fund Growth is Value fund of its category with 6,416.05 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Value funds.
- Aditya Birla Sun Life Pure Value Fund Growth delivered 27.0% annual returns during the last year. It has delivered 16.6% average annual returns since the fund was launched.
- Aditya Birla Sun Life Pure Value 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 Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity Investment Objective and equity related securities by following value investing strategy.
Top 10 Holdings
NTPC Ltd
3.89%
Infosys Ltd
3.71%
ICICI Bank Ltd
3.34%
Ramkrishna Forgings Ltd
3.26%
Sun Pharmaceuticals Industries Ltd
3.22%
Minda Corp Ltd
3.04%
Tech Mahindra Ltd
2.89%
Mahindra & Mahindra Ltd
2.67%
Welspun Corp Ltd
2.56%
Reliance Industries Ltd
2.35%
Fund Managers
- Kunal Sangoi (Sep 2022 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Pure Value Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Pure Value 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 Pure Value 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 Pure Value 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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Frequently Asked Questions
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