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
₹13.09
0.01%
NAV as on 29 May 25, 12:00 AM
very high risk
conservative allocation
hybrid (c)
NAV as on 29 May 25, 12:00 AM
very high risk
conservative allocation
hybrid (c)
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.84%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Axis Conservative Hybrid Fund Half Yearly Pyt of Inc Dis cum Cap Wdrl scheme from Axis Asset Management Company Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Jul 2010, Axis Conservative Hybrid Fund Half Yearly Pyt of Inc Dis cum Cap Wdrl is Conservative Allocation fund of its category with 297.87 Cr fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk thorough active asset allocation.
7.34% Government of India (22/04/2064)
9.67%
7.25% Government of India (12/06/2063)
5.73%
7.64% Power Finance Corporation Ltd (22/02/2033)
5.67%
6.92% Government of India (18/11/2039)
5.63%
7.18% Maharashtra State Development Loans (27/02/2038)
5.62%
7.1% Government of India (08/04/2034)
3.79%
7.18% Maharashtra State Development Loans (27/02/2039)
3.75%
6.79% Government of India (07/10/2034)
3.73%
7.58% LIC Housing Finance Ltd (23/03/2035)
3.71%
8.15% Samvardhana Motherson International Ltd (23/01/2026)
3.68%
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 | hybrid (c)
0.0%
very high risk | hybrid (c)
0.0%
very high risk | hybrid (c)
0.0%