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
₹61.71
1.27%
NAV as on 16 Feb 26, 12:00 AM
risk
etf units
equity
NAV as on 16 Feb 26, 12:00 AM
risk
etf units
equity
24.78%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
16.16%p.a.
Since Inception
About Bajaj Finserv Nifty Bank ETF-Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Nifty Bank ETF-Growth scheme from Bajaj Finserv Asset Management Limited. It is a ETF Units mutual fund scheme that predominantly invests in ETF Units stocks of companies. Launched on Jan 2024, Bajaj Finserv Nifty Bank ETF-Growth is ETF Units fund of its category with 419.8 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category ETF Units funds.
- Bajaj Finserv Nifty Bank ETF-Growth delivered 24.8% annual returns during the last year. It has delivered 16.2% average annual returns since the fund was launched.
- Bajaj Finserv Nifty Bank ETF-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 Investment Objective Of The Scheme Is To Provide Returns That Are Corresponding With Theperformance Of The Nifty Bank Index, Subject To Tracking Errors.
Top 10 Holdings
Net Receivables
0.05%
Axis Bank Ltd
10.05%
Bank Of Baroda
3.86%
Canara Bank
3.34%
The Federal Bank Ltd
5.01%
HDFC Bank Ltd
22.01%
ICICI Bank Ltd
18.17%
Indusind Bank Ltd
4.15%
Kotak Mahindra Bank Ltd
8.85%
Punjab National Bank
3.16%
Fund Managers
- Ilesh Savla (Jan 2024 - Present)
Key Information
View Scheme Document
Bajaj Finserv Nifty Bank ETF-Growth SIP Calculator
If invested
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For a period of
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₹0(+0.0%)
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This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Bajaj Finserv Nifty Bank ETF-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 Nifty Bank ETF-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 Nifty Bank ETF-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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