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
₹10.53
-0.35%
NAV as on 11 Nov 24, 12:00 AM
very high risk
multi asset allocation
equity
NAV as on 11 Nov 24, 12:00 AM
very high risk
multi asset allocation
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.30%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Multi Asset Allocation Fund Growth scheme from Bajaj Finserv Asset Management Limited. It is a Multi Asset Allocation mutual fund scheme that predominantly invests in Multi Asset Allocation stocks of companies. Launched on Jun 2024, Bajaj Finserv Multi Asset Allocation Fund Growth is Multi Asset Allocation fund of its category with 1,083.59 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Multi Asset Allocation funds.
To generate income from fixed income instruments and generate capital appreciation for investors by investing in equity and equity related securitiesincluding derivatives, Gold ETFs, Silver ETFs, exchange traded commodity derivatives and in units of REITs & InvITs. However, there is no assurance that the investment objective of the Scheme will be achieved.
DSP Gold ETF
7.27%
HDFC Bank Ltd
5.97%
Kotak Gold ETF
4.82%
Hdb Financial Services Limited
4.64%
Hero MotoCorp Ltd
3.78%
Coal India Ltd
3.36%
Tata Consultancy Services Ltd
3.12%
Hindustan Unilever Ltd
2.89%
ITC Ltd
2.60%
Marico Ltd
2.56%
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 | equity
18.5%
very high risk | equity
14.4%
very high risk | equity
0.0%