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
₹64.43
0.00%
NAV as on 16 Dec 24, 12:00 AM
moderately high risk
conservative allocation
debt
NAV as on 16 Dec 24, 12:00 AM
moderately high risk
conservative allocation
debt
11.85%p.a.
Last 1Y
8.77%p.a.
Last 3Y
9.93%p.a.
Last 5Y
9.45%p.a.
Since Inception
About Aditya Birla Sun Life Reg Savings Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Reg Savings Fund Plan Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on May 2004, Aditya Birla Sun Life Reg Savings Fund Plan Growth is Conservative Allocation fund of its category with 1,414.63 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- Aditya Birla Sun Life Reg Savings Fund Plan Growth delivered 11.8% annual returns during the last year. It has delivered 9.4% average annual returns since the fund was launched.
- Aditya Birla Sun Life Reg Savings Fund 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 primary objective of the scheme is to generate regular income so as to make monthly payments or distribution to unit holders, with the secondary objective being growth of capital. There can be no assurance that the Scheme objectives will be realised.
Top 10 Holdings
7.17% Govt Stock 2030
5.02%
7.18% Govt Stock 2033
3.03%
7.34% Govt Stock 2064
2.57%
7.3% Govt Stock 2053
2.29%
07.49 Tn SDL 2034
2.18%
Bajaj Housing Finance Limited
2.15%
ICICI Bank Ltd
2.06%
Rural Electrification Corporation Limited
1.83%
7.17% Govt Stock 2028
1.79%
Tata Capital Housing Finance Limited
1.79%
Fund Managers
- Mohit Sharma (Oct 2024 - Present)
- Harshil Suvarnkar (Mar 2021 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Reg Savings Fund Plan Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Reg Savings Fund 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 Reg Savings Fund 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 Reg Savings Fund 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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