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
₹21.26
0.93%
NAV as on 12 Sep 24, 12:00 AM
very high risk
value
equity
NAV as on 12 Sep 24, 12:00 AM
very high risk
value
equity
39.10%p.a.
Last 1Y
16.78%p.a.
Last 3Y
0.00%p.a.
Last 5Y
22.45%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the DSP Value Fund Plan Growth scheme from DSP Asset Managers Private Limited. It is a Value mutual fund scheme that predominantly invests in Value stocks of companies. Launched on Dec 2020, DSP Value Fund Plan Growth is Value fund of its category with 923.93 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Value funds.
The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities which are currently undervalued. However, there is no assurance that the investment objective of the scheme will be realized.
Veritas Global Focus A USD
5.20%
Heptagon WCM Global Equity I USD Acc
4.90%
Hdfc Bank Limited Sep24**
4.90%
Berkshire Hathaway Inc Class B
4.90%
The Harding Loevner Global Equity USD I
4.90%
HDFC Bank Ltd
4.88%
ITC Ltd
3.94%
Larsen & Toubro Ltd
3.00%
Infosys Ltd
2.78%
Cipla Ltd
2.55%
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 | equity
26.1%
very high risk | equity
24.8%
very high risk | equity
20.3%