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
₹20.85
-0.44%
NAV as on 13 Nov 24, 12:00 AM
moderate risk
equity savings
equity
NAV as on 13 Nov 24, 12:00 AM
moderate risk
equity savings
equity
15.86%p.a.
Last 1Y
8.96%p.a.
Last 3Y
9.83%p.a.
Last 5Y
9.01%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the DSP Equity Savings Fund Plan Growth scheme from DSP Asset Managers Private Limited. It is a Equity Savings mutual fund scheme that predominantly invests in Equity Savings stocks of companies. Launched on Mar 2016, DSP Equity Savings Fund Plan Growth is Equity Savings fund of its category with 2,161.54 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.
The investment objective of the Scheme is to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. The Scheme also intends to generate longterm capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the scheme will be realized.
HDFC Bank Ltd
7.00%
7.93% Govt Stock 2033
5.28%
Future on Adani Enterprises Ltd
4.58%
Adani Enterprises Ltd
4.56%
Future on HDFC Bank Ltd
3.43%
7.38% Govt Stock 2027
3.13%
Future on Reliance Industries Ltd
3.11%
Reliance Industries Ltd
3.09%
ICICI Bank Ltd
2.90%
Bajaj Finance Ltd
2.41%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
moderate risk | hybrid (nc)
8.2%
moderate risk | equity
10.3%
moderate risk | equity
9.2%