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

INVEST VIA NRE/NRO

BHARAT Bond FOF April 2031 Growth for NRI [12.75]

Min Investment

100

Fund Size

4,612.93 Cr

Expense Ratio

0.1%

Exit Load

0.1%

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

12.75

0.06%

NAV as on 10 Nov 24, 12:00 AM

moderate risk

index funds fixed income

debt

NAV as on 10 Nov 24, 12:00 AM

moderate risk

index funds fixed income

debt

9.98%p.a.

Last 1Y

6.34%p.a.

Last 3Y

0.00%p.a.

Last 5Y

5.85%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 4,612.93 Cr fund under management as on Nov 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 10.0% 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

99.48%

Fund Managers

  1. Rahul Dedhia (Nov 2021 - Present)
  2. Pranavi Kulkarni (Jul 2024 - Present)

Key Information

View Scheme Document

BHARAT Bond FOF April 2031 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 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 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 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

Frequently Asked Questions