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
₹12.84
-0.32%
NAV as on 16 Dec 24, 12:00 AM
moderate risk
index funds fixed income
debt
NAV as on 16 Dec 24, 12:00 AM
moderate risk
index funds fixed income
debt
8.62%p.a.
Last 1Y
6.20%p.a.
Last 3Y
0.00%p.a.
Last 5Y
5.80%p.a.
Since Inception
About BHARAT Bond FOF April 2031 Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the BHARAT Bond FOF April 2031 Growth scheme from Edelweiss Asset Management Limited. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Jul 2020, BHARAT Bond FOF April 2031 Growth is Index Funds - Fixed Income fund of its category with 4,626.78 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
- BHARAT Bond FOF April 2031 Growth delivered 8.6% annual returns during the last year. It has delivered 5.8% average annual returns since the fund was launched.
- BHARAT Bond FOF April 2031 Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
BHARAT Bond FOF – April 2031 is a fund of funds scheme with the primary objective to generate returns by investing in units of BHARAT Bond ETF – April 2031.
Top 1 Holdings
BHARAT Bond ETF April 2031 Gr
99.74%
Fund Managers
- Rahul Dedhia (Nov 2021 - Present)
- Pranavi Kulkarni (Jul 2024 - Present)
Key Information
View Scheme Document
BHARAT Bond FOF April 2031 Growth SIP Calculator
If invested
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 BHARAT Bond FOF April 2031 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 BHARAT Bond FOF April 2031 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 BHARAT Bond FOF April 2031 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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