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
₹24.03
-4.23%
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
23.88%p.a.
Last 1Y
16.91%p.a.
Last 3Y
17.79%p.a.
Last 5Y
12.31%p.a.
Since Inception
About Baroda BNP Paribas ELSS Tax Saver Fund Plan Payout Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Baroda BNP Paribas ELSS Tax Saver Fund Plan Payout Inc Dist cum Cap Wdrl scheme from Baroda BNP Paribas Asset Management India Pvt. Ltd.. It is a ELSS (Tax Savings) mutual fund scheme that predominantly invests in ELSS (Tax Savings) stocks of companies. Launched on Jan 2006, Baroda BNP Paribas ELSS Tax Saver Fund Plan Payout Inc Dist cum Cap Wdrl is ELSS (Tax Savings) fund of its category with 951.68 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.
- Baroda BNP Paribas ELSS Tax Saver Fund Plan Payout Inc Dist cum Cap Wdrl delivered 23.9% annual returns during the last year. It has delivered 12.3% average annual returns since the fund was launched.
- Baroda BNP Paribas ELSS Tax Saver Fund Plan Payout Inc Dist cum Cap Wdrl 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 generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent from time to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Top 10 Holdings
ICICI Bank Ltd
5.61%
HDFC Bank Ltd
5.53%
Infosys Ltd
4.00%
Reliance Industries Ltd
3.51%
Zomato Ltd
2.71%
PB Fintech Ltd
2.64%
Trent Ltd
2.62%
Jyoti CNC Automation Ltd
2.41%
Mrs Bectors Food Specialities Ltd Ordinary Shares
2.23%
State Bank of India
2.14%
Fund Managers
- Sanjay Chawla (Mar 2022 - Present)
- Pratish Krishnan (Mar 2022 - Present)
- Miten Vora (Dec 2022 - Present)
Key Information
View Scheme Document
Baroda BNP Paribas ELSS Tax Saver Fund Plan Payout Inc Dist cum Cap Wdrl SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Baroda BNP Paribas ELSS Tax Saver Fund Plan Payout Inc Dist cum Cap Wdrl
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 ELSS Tax Saver Fund Plan Payout Inc Dist cum Cap Wdrl?
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 ELSS Tax Saver Fund Plan Payout Inc Dist cum Cap Wdrl
- 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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