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
₹12.06
0.19%
NAV as on 18 Dec 24, 12:00 AM
low risk
large & mid cap
equity
NAV as on 18 Dec 24, 12:00 AM
low risk
large & mid cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
19.69%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Large and Mid Cap Fund Growth scheme from Bajaj Finserv Asset Management Limited. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Feb 2024, Bajaj Finserv Large and Mid Cap Fund Growth is Large & Mid-Cap fund of its category with 1,641.04 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
To generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other equity and equity related securities. However, there is no assurance that the investment objective of the Scheme will be achieved.
HDFC Bank Ltd
7.15%
Tata Consultancy Services Ltd
3.98%
Divi's Laboratories Ltd
3.79%
Cipla Ltd
3.44%
Hindustan Unilever Ltd
3.00%
Infosys Ltd
2.96%
Bharti Airtel Ltd
2.54%
ITC Ltd
2.50%
State Bank of India
2.49%
Biocon 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.