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
₹58.23
1.50%
NAV as on 17 Dec 24, 12:00 AM
very high risk
global other
fof
NAV as on 17 Dec 24, 12:00 AM
very high risk
global other
fof
17.76%p.a.
Last 1Y
10.28%p.a.
Last 3Y
15.39%p.a.
Last 5Y
15.09%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the DSP US Flexible Equity Fund of Fund Plan Growth scheme from DSP Asset Managers Private Limited. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Aug 2012, DSP US Flexible Equity Fund of Fund Plan Growth is Global - Other fund of its category with 853.08 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of Blackrock Global Funds US Flexible Equity Fund (BGF - USFEF). The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/ or money market/liquid schemes of DSP Mutual Fund, in order to meet liquidity requirements from time to time. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. The term “Flexible” in the name of the Scheme signifies that the Investment Manager of the Underlying Fund can invest either in growth or value investment characteristic securities placing an emphasis as the market outlook warrants.
BGF US Flexible Equity I2
98.60%
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
very high risk | fof
20.0%
very high risk | equity
12.8%
very high risk | fof
7.0%