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
₹15.52
0.13%
NAV as on 18 Dec 24, 12:00 AM
low risk
arbitrage fund
equity
NAV as on 18 Dec 24, 12:00 AM
low risk
arbitrage fund
equity
7.50%p.a.
Last 1Y
6.09%p.a.
Last 3Y
5.30%p.a.
Last 5Y
5.66%p.a.
Since Inception
About Baroda BNP Paribas Arbitrage Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Baroda BNP Paribas Arbitrage Growth scheme from Baroda BNP Paribas Asset Management India Pvt. Ltd.. It is a Arbitrage Fund mutual fund scheme that predominantly invests in Arbitrage Fund stocks of companies. Launched on Dec 2016, Baroda BNP Paribas Arbitrage Growth is Arbitrage Fund fund of its category with 1,375.64 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Arbitrage Fund funds.
- Baroda BNP Paribas Arbitrage Growth delivered 7.5% annual returns during the last year. It has delivered 5.7% average annual returns since the fund was launched.
- Baroda BNP Paribas Arbitrage 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 primary investment objective of the scheme is to generate income and capital appreciation by investing in a combination of diversified portfolio of equity and equity related instruments, including use of equity derivatives strategies and arbitrage opportunities with exposure in debt and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Top 10 Holdings
Future on Tata Motors Ltd
6.17%
Tata Motors Ltd
6.12%
Future on Aditya Birla Fashion and Retail Ltd
5.79%
Aditya Birla Fashion and Retail Ltd
5.75%
Future on Reliance Industries Ltd
3.85%
Reliance Industries Ltd
3.83%
Future on GMR Airports Ltd
2.87%
GMR Airports Ltd
2.85%
Vedanta Limited November 2024 Future
2.60%
Future on Punjab National Bank
2.60%
Fund Managers
- Vikram Pamnani (Mar 2022 - Present)
- Neeraj Saxena (Mar 2022 - Present)
- Miten Vora (Dec 2022 - Present)
Key Information
View Scheme Document
Baroda BNP Paribas Arbitrage Growth SIP Calculator
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NRI Mutual Fund Tax on Baroda BNP Paribas Arbitrage 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 Baroda BNP Paribas Arbitrage 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 Baroda BNP Paribas Arbitrage 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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