NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

BAJAJ FINSERV MULTI CAP FUND - PLAN - IDCW PAYOUT for NRI [11.54]

Min Investment

500

Fund Size

0

Expense Ratio

2.3%

Exit Load

%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

11.54

0.32%

NAV as on 08 Jul 25, 12:00 AM

risk

multi cap

equity

NAV as on 08 Jul 25, 12:00 AM

risk

multi cap

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

0.00%p.a.

Since Inception

About BAJAJ FINSERV MULTI CAP FUND - PLAN - IDCW PAYOUT for NRIs

NRIs can achieve long-term capital appreciation by investing in the BAJAJ FINSERV MULTI CAP FUND - PLAN - IDCW PAYOUT scheme from Bajaj Finserv Asset Management Limited. It is a Multi - Cap mutual fund scheme that predominantly invests in Multi - Cap stocks of companies. Launched on Jan 1970, BAJAJ FINSERV MULTI CAP FUND - PLAN - IDCW PAYOUT is Multi - Cap fund of its category with 0 fund under management as on Jul 2025. The expense ratio of this fund is less than that of most other Fund category Multi - Cap funds.

  • BAJAJ FINSERV MULTI CAP FUND - PLAN - IDCW PAYOUT delivered 0.0% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
  • BAJAJ FINSERV MULTI CAP FUND - PLAN - IDCW PAYOUT 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 by investing in equity and equity related securities of large cap, mid cap and small cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved.

Top 10 Holdings

HDFC Bank Ltd

6.05%

Reliance Industries Ltd

4.44%

Kotak Mahindra Bank Ltd

3.68%

Net Receivables / Payables

3.46%

Bajaj Finserv Ltd

3.38%

Shree Cements Ltd

2.85%

Bharat Heavy Electricals Ltd

2.54%

Canara Bank

2.15%

Axis Bank Ltd

2.07%

City Union Bank Ltd

2.04%

Fund Managers

    Key Information

    View Scheme Document

    BAJAJ FINSERV MULTI CAP FUND - PLAN - IDCW PAYOUT SIP Calculator

    If invested

    5,000

    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 MULTI CAP FUND - PLAN - IDCW PAYOUT

    Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

    Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
    Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
    Debt & other types of fundsAt tax slab rate20% with indexation benefits

    How can NRIs invest in BAJAJ FINSERV MULTI CAP FUND - PLAN - IDCW PAYOUT?

    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 MULTI CAP FUND - PLAN - IDCW PAYOUT
    • 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

    Frequently Asked Questions