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
₹15.80
0.23%
NAV as on 19 Nov 24, 12:00 AM
moderately high risk
equity savings
equity
NAV as on 19 Nov 24, 12:00 AM
moderately high risk
equity savings
equity
13.77%p.a.
Last 1Y
8.59%p.a.
Last 3Y
8.96%p.a.
Last 5Y
9.21%p.a.
Since Inception
About Baroda BNP Paribas Equity Savings Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Baroda BNP Paribas Equity Savings Fund Growth scheme from Baroda BNP Paribas Asset Management India Pvt. Ltd.. It is a Equity Savings mutual fund scheme that predominantly invests in Equity Savings stocks of companies. Launched on Jul 2019, Baroda BNP Paribas Equity Savings Fund Growth is Equity Savings fund of its category with 718.42 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity Savings funds.
- Baroda BNP Paribas Equity Savings Fund Growth delivered 13.8% annual returns during the last year. It has delivered 9.2% average annual returns since the fund was launched.
- Baroda BNP Paribas Equity Savings Fund 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 objective of the Scheme is to generate capital appreciation and income by using arbitrage opportunities, investment in equity / equity related instruments and debt/ money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.
Top 10 Holdings
7.32% Govt Stock 2030
6.12%
HDFC Bank Ltd
4.95%
Future on Tata Power Co Ltd
3.69%
Tata Power Co Ltd
3.66%
Reliance Industries Ltd
3.32%
Brookfield India Real Estate Trust
3.29%
ICICI Bank Ltd
3.03%
Hdfc Bank Limited November 2024 Future
2.45%
Future on Mahindra & Mahindra Ltd
2.38%
Mahindra & Mahindra Ltd
2.36%
Fund Managers
- Gurvinder Wasan (Oct 2024 - Present)
- Pratish Krishnan (Sep 2019 - Present)
- Neeraj Saxena (Oct 2024 - Present)
Key Information
View Scheme Document
Baroda BNP Paribas Equity Savings Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Baroda BNP Paribas Equity Savings Fund 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 Equity Savings Fund 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 Equity Savings Fund 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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