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
₹21.18
0.95%
NAV as on 16 May 24, 12:00 AM
very high risk
equity other
equity
NAV as on 16 May 24, 12:00 AM
very high risk
equity other
equity
41.29%p.a.
Last 1Y
18.56%p.a.
Last 3Y
0.00%p.a.
Last 5Y
24.01%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Special Opportunities Fund Reg Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Oct 2020, Aditya Birla Sun Life Special Opportunities Fund Reg Growth is Equity - Other fund of its category with 730.66 Cr fund under management as on May 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
The investment objective of the Scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Bharti Airtel Ltd
6.36%
ICICI Bank Ltd
5.15%
Infosys Ltd
4.97%
Tata Motors Ltd Class A
3.31%
Sun Pharmaceuticals Industries Ltd
3.26%
HDFC Bank Ltd
3.10%
Sobha Ltd
2.44%
Shriram Finance Ltd
2.40%
Fortis Healthcare Ltd
2.36%
Bharat Forge Ltd
2.27%
View Scheme Document
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
28.8%
very high risk | equity
25.1%
very high risk | equity
12.6%