NRI from all over the world (excluding 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
₹16.50
-0.20%
NAV as on 22 Jul 26, 12:00 AM
risk
conservative hybrid fund
hybrid
NAV as on 22 Jul 26, 12:00 AM
risk
conservative hybrid fund
hybrid
4.15%p.a.
Last 1Y
8.10%p.a.
Last 3Y
7.83%p.a.
Last 5Y
9.18%p.a.
Since Inception
About Aditya Birla Sun Life Savings Fund -IDCW Monthly for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Savings Fund -IDCW Monthly scheme from Aditya Birla Sun Life AMC Limited. It is a Conservative Hybrid Fund mutual fund scheme that predominantly invests in Conservative Hybrid Fund stocks of companies. Launched on May 2004, Aditya Birla Sun Life Savings Fund -IDCW Monthly is Conservative Hybrid Fund fund of its category with 1,490.28 Cr fund under management as on Jul 2026. The expense ratio of this fund is less than that of most other Fund category Conservative Hybrid Fund funds.
- Aditya Birla Sun Life Savings Fund -IDCW Monthly delivered 4.2% annual returns during the last year. It has delivered 9.2% average annual returns since the fund was launched.
- Aditya Birla Sun Life Savings Fund -IDCW Monthly scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid
Fund Objective
To Generate Regular Income Through Investment In Fixed Income Securities So As To Make Monthly Payment Or Distrbutions To Unit Holders With The Secondary Objective Being Growth.
Top 10 Holdings
GOI 8.17 01/12/2044
0.07%
Abbott India Ltd
0.15%
Apollo Hospitals Enterprise Ltd
0.41%
Axis Bank Ltd
0.70%
Bajaj Finance Ltd
0.37%
Bajaj Auto Ltd
0.49%
Bajaj Finserv Ltd
0.90%
Bharti Airtel Ltd
1.12%
Biocon Ltd
0.49%
Cummins India Ltd
0.46%
Fund Managers
- Harshil Suvarnkar (Mar 2021 - Present)
- Mohit Sharma (Oct 2024 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Savings Fund -IDCW Monthly SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Savings Fund -IDCW Monthly
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 Savings Fund -IDCW Monthly?
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 Savings Fund -IDCW Monthly
- 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
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