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

INVEST VIA NRE/NRO

Canara Robeco Liquid Plan Growth for NRI [3027.45]

Min Investment

5,000

Fund Size

3,169.75 Cr

Expense Ratio

0.2%

Exit Load

0.007%

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

3027.45

0.02%

NAV as on 16 Dec 24, 12:00 AM

low to moderate risk

liquid

liquid

NAV as on 16 Dec 24, 12:00 AM

low to moderate risk

liquid

liquid

7.39%p.a.

Last 1Y

6.37%p.a.

Last 3Y

5.20%p.a.

Last 5Y

6.95%p.a.

Since Inception

About Canara Robeco Liquid Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Canara Robeco Liquid Plan Growth scheme from Canara Robeco Asset Management Co. Ltd.. It is a Liquid mutual fund scheme that predominantly invests in Liquid stocks of companies. Launched on Jul 2008, Canara Robeco Liquid Plan Growth is Liquid fund of its category with 3,169.75 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Liquid funds.

  • Canara Robeco Liquid Plan Growth delivered 7.4% annual returns during the last year. It has delivered 7.0% average annual returns since the fund was launched.
  • Canara Robeco Liquid Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in liquid

Fund Objective

The scheme has been formulated with the objective of enhancement of income, while maintaining a level of high liquidity, through investment in a mix of Money Market Instruments & Debt Securities. However, there can be no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

91 DTB 03012025

15.04%

Punjab National Bank

10.93%

State Bank Of India

9.45%

Small Industries Development Bank Of India

7.85%

Hdfc Bank Ltd

7.06%

Aditya Birla Finance Ltd

5.12%

Icici Securities Ltd

4.87%

Indian Bank

4.73%

Hdfc Securities Ltd

4.69%

Export-Import Bank Of India

3.92%

Fund Managers

  1. Avnish Jain (Apr 2022 - Present)
  2. Kunal Jain (Jul 2022 - Present)

Key Information

View Scheme Document

Canara Robeco Liquid Plan 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 Canara Robeco Liquid Plan 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 Canara Robeco Liquid Plan 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 Canara Robeco Liquid Plan 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