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

INVEST VIA NRE/NRO

Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt for NRI [33.22]

Min Investment

₹500

Fund Size

₹6,894.23 Cr

Expense Ratio

1.8%

Exit Load

0%

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

₹33.22

-2.83%

NAV as on 20 Jan 25, 12:00 AM

very high risk

elss (tax savings)

elss

NAV as on 20 Jan 25, 12:00 AM

very high risk

elss (tax savings)

elss

13.70%p.a.

Last 1Y

15.31%p.a.

Last 3Y

21.52%p.a.

Last 5Y

18.09%p.a.

Since Inception

About Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt for NRIs

NRIs can achieve long-term capital appreciation by investing in the Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt scheme from Bandhan Asset Management Company Limited. It is a ELSS (Tax Savings) mutual fund scheme that predominantly invests in ELSS (Tax Savings) stocks of companies. Launched on Dec 2008, Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt is ELSS (Tax Savings) fund of its category with 6,894.23 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category ELSS (Tax Savings) funds.

  • Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt delivered 13.7% annual returns during the last year. It has delivered 18.1% average annual returns since the fund was launched.
  • Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in elss

Fund Objective

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.

Top 10 Holdings

HDFC Bank Ltd

6.51%

ICICI Bank Ltd

5.66%

Reliance Industries Ltd

4.87%

Axis Bank Ltd

4.12%

Infosys Ltd

3.77%

Bharti Airtel Ltd

2.60%

Tata Consultancy Services Ltd

2.48%

NTPC Ltd

2.11%

CG Power & Industrial Solutions Ltd

2.02%

Jindal Steel & Power Ltd

1.97%

Fund Managers

  1. Daylynn Pinto (Oct 2016 - Present)
  2. Ritika Behera (Oct 2023 - Present)
  3. Gaurav Satra (Jun 2024 - Present)

Key Information

View Scheme Document

Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt 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 Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt

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 Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt?

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 Bandhan ELSS Tax saver Fund Plan Payout of Income Distribution cum cptl Wdrl opt
  • 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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Bandhan Corporate Bond Fund Plan Annual Payout of Income Dis cum Cptl Wdrl Opt

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