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
₹1100.46
0.02%
NAV as on 19 Nov 24, 12:00 AM
low to moderate risk
liquid
liquid
NAV as on 19 Nov 24, 12:00 AM
low to moderate risk
liquid
liquid
7.34%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.18%p.a.
Since Inception
About Bajaj Finserv Liquid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Liquid Fund Growth scheme from Bajaj Finserv Asset Management Limited. It is a Liquid mutual fund scheme that predominantly invests in Liquid stocks of companies. Launched on Jul 2023, Bajaj Finserv Liquid Fund Growth is Liquid fund of its category with 4,829.62 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Liquid funds.
- Bajaj Finserv Liquid Fund Growth delivered 7.3% annual returns during the last year. It has delivered 7.2% average annual returns since the fund was launched.
- Bajaj Finserv Liquid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in liquid
Fund Objective
To provide a level of income consistent with the objectives of preservation of capital, lower risk and high liquidity through investments made primarily in money market and debt securities with maturity of up to 91 days only. Disclaimer: There is no assurance that the investment objective of the Scheme will be achieved
Top 10 Holdings
364 DTB 0205202407112024
5.88%
Govt Stock
5.17%
Axis Bank Limited
3.59%
Axis Bank Limited
3.08%
Larsen And Toubro Limited
2.59%
Punjab National Bank
2.57%
HDFC Bank Limited
2.56%
91 DTB 28112024
2.36%
Clearing Corporation Of India Ltd
2.13%
ICICI Home Finance Company Limited
2.07%
Fund Managers
- Nimesh Chandan (Jul 2023 - Present)
- Siddharth Chaudhary (Jul 2023 - Present)
Key Information
View Scheme Document
Bajaj Finserv Liquid Fund Growth SIP Calculator
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
NRI Mutual Fund Tax on Bajaj Finserv Liquid 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 Liquid 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 Liquid 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
Similar Funds
Funds
3Y Return
SBI Liquid Fund Plan Growth
low to moderate risk | liquid
6.2%
SBI Liquid Fund Institutional Growth
low to moderate risk | liquid
6.2%
HDFC Liquid Fund Growth
low to moderate risk | liquid
6.2%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved