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
₹13.88
0.48%
NAV as on 19 Nov 24, 12:00 AM
very high risk
value
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
value
equity
25.80%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
29.52%p.a.
Since Inception
About Baroda BNP Paribas Value Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Baroda BNP Paribas Value Fund Growth scheme from Baroda BNP Paribas Asset Management India Pvt. Ltd.. It is a Value mutual fund scheme that predominantly invests in Value stocks of companies. Launched on Jun 2023, Baroda BNP Paribas Value Fund Growth is Value fund of its category with 1,520.3 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Value funds.
- Baroda BNP Paribas Value Fund Growth delivered 25.8% annual returns during the last year. It has delivered 29.5% average annual returns since the fund was launched.
- Baroda BNP Paribas Value 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 investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments by following a value investment strategy.
Top 10 Holdings
HDFC Bank Ltd
6.85%
ICICI Bank Ltd
5.61%
Infosys Ltd
5.49%
NTPC Ltd
4.56%
Reliance Industries Ltd
4.38%
Tata Consultancy Services Ltd
3.52%
Coal India Ltd
2.82%
Larsen & Toubro Ltd
2.80%
Mahanagar Gas Ltd
2.66%
Divi's Laboratories Ltd
2.52%
Fund Managers
- Shiv Chanani (Jun 2023 - Present)
- Himanshu Singh (Oct 2024 - Present)
Key Information
View Scheme Document
Baroda BNP Paribas Value Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Baroda BNP Paribas Value 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 Value 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 Value 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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