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
₹14.32
0.22%
NAV as on 18 Dec 24, 12:00 AM
very high risk
flexi cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
flexi cap
equity
28.32%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
31.13%p.a.
Since Inception
About Bajaj Finserv Flexi Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Flexi Cap Fund Growth scheme from Bajaj Finserv Asset Management Limited. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Aug 2023, Bajaj Finserv Flexi Cap Fund Growth is Flexi Cap fund of its category with 3,976.32 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.
- Bajaj Finserv Flexi Cap Fund Growth delivered 28.3% annual returns during the last year. It has delivered 31.1% average annual returns since the fund was launched.
- Bajaj Finserv Flexi Cap 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
To generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalisation. However, there is no assurance that the investment objective of the Scheme will be achieved.
Top 10 Holdings
HDFC Bank Ltd
9.24%
Hindustan Unilever Ltd
4.53%
Tata Consultancy Services Ltd
4.53%
Divi's Laboratories Ltd
4.52%
Mahindra & Mahindra Ltd
3.94%
ICICI Bank Ltd
3.37%
Infosys Ltd
2.97%
Reliance Industries Ltd
2.92%
Britannia Industries Ltd
2.89%
Bharti Airtel Ltd
2.77%
Fund Managers
- Nimesh Chandan (Aug 2023 - Present)
- Siddharth Chaudhary (Aug 2023 - Present)
- Sorbh Gupta (Aug 2023 - Present)
Key Information
View Scheme Document
Bajaj Finserv Flexi Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Bajaj Finserv Flexi Cap 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 Bajaj Finserv Flexi Cap 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 Bajaj Finserv Flexi Cap 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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