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

INVEST VIA NRE/NRO

Baroda BNP Paribas Arbitrage Growth for NRI [15.44]

Min Investment

5,000

Fund Size

1,306.65 Cr

Expense Ratio

1.2%

Exit Load

0.25%

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

15.44

0.10%

NAV as on 09 Nov 24, 12:00 AM

low risk

arbitrage fund

equity

NAV as on 09 Nov 24, 12:00 AM

low risk

arbitrage fund

equity

7.54%p.a.

Last 1Y

6.03%p.a.

Last 3Y

5.26%p.a.

Last 5Y

5.65%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 1,306.65 Cr fund under management as on Nov 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

7.35%

Tata Motors Ltd

7.29%

Future on Aditya Birla Fashion and Retail Ltd

6.46%

Aditya Birla Fashion and Retail Ltd

6.40%

Future on GMR Airports Ltd

3.06%

Future on Adani Enterprises Ltd

3.06%

Future on Hindustan Copper Ltd

3.05%

Adani Enterprises Ltd

3.04%

GMR Airports Ltd

3.04%

Hindustan Copper Ltd

3.03%

Fund Managers

  1. Vikram Pamnani (Mar 2022 - Present)
  2. Neeraj Saxena (Mar 2022 - Present)
  3. Miten Vora (Dec 2022 - Present)

Key Information

View Scheme Document

Baroda BNP Paribas Arbitrage Growth 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 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 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 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

Frequently Asked Questions