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
₹9.68
2.13%
NAV as on 23 Nov 24, 12:00 AM
very high risk
large cap
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
large cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-2.37%p.a.
Since Inception
About Bajaj Finserv Large Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Large Cap Fund Growth scheme from Bajaj Finserv Asset Management Limited. It is a Large-Cap mutual fund scheme that predominantly invests in Large-Cap stocks of companies. Launched on Aug 2024, Bajaj Finserv Large Cap Fund Growth is Large-Cap fund of its category with 1,224.33 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.
- Bajaj Finserv Large Cap Fund Growth delivered 0.0% annual returns during the last year. It has delivered -2.4% average annual returns since the fund was launched.
- Bajaj Finserv Large 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
The objective of the Scheme is to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies.
Top 10 Holdings
HDFC Bank Ltd
9.03%
Tata Consultancy Services Ltd
5.71%
Larsen & Toubro Ltd
5.44%
Reliance Industries Ltd
4.98%
Divi's Laboratories Ltd
4.77%
State Bank of India
4.09%
Mahindra & Mahindra Ltd
3.92%
Infosys Ltd
3.88%
Britannia Industries Ltd
3.85%
HDFC Life Insurance Co Ltd
3.66%
Fund Managers
- Nimesh Chandan (Aug 2024 - Present)
- Siddharth Chaudhary (Aug 2024 - Present)
- Sorbh Gupta (Aug 2024 - Present)
Key Information
View Scheme Document
Bajaj Finserv Large Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Bajaj Finserv Large 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 Large 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 Large 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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