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

INVEST VIA NRE/NRO

Edelweiss Aggressive Hybrid B Growth for NRI [58.80]

Min Investment

₹100

Fund Size

₹2,195.03 Cr

Expense Ratio

2.0%

Exit Load

1%

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

₹58.80

0.00%

NAV as on 16 Nov 24, 12:00 AM

very high risk

aggressive allocation

equity

NAV as on 16 Nov 24, 12:00 AM

very high risk

aggressive allocation

equity

25.64%p.a.

Last 1Y

15.16%p.a.

Last 3Y

17.78%p.a.

Last 5Y

12.38%p.a.

Since Inception

About Edelweiss Aggressive Hybrid B Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Edelweiss Aggressive Hybrid B Growth scheme from Edelweiss Asset Management Limited. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Jun 2009, Edelweiss Aggressive Hybrid B Growth is Aggressive Allocation fund of its category with 2,195.03 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • Edelweiss Aggressive Hybrid B Growth delivered 25.6% annual returns during the last year. It has delivered 12.4% average annual returns since the fund was launched.
  • Edelweiss Aggressive Hybrid B Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective of the scheme is to generate long term growth of capital and current income through a portfolio investing predominantly in equity and equity related instruments and the balance in debt and money market securities. However, there is no assurance that the investment objective of the Scheme will be reaIized and the Scheme does not assure or guarantee any returns.

Top 10 Holdings

7.26% Govt Stock 2033

5.83%

ICICI Bank Ltd

5.43%

HDFC Bank Ltd

3.49%

Hdb Financial Services Ltd.

3.39%

6.54% Govt Stock 2032

3.36%

NTPC Ltd

2.98%

Bharti Airtel Ltd

2.82%

Sun Pharmaceuticals Industries Ltd

2.75%

Infosys Ltd

2.16%

HCL Technologies Ltd

2.10%

Fund Managers

  1. Bhavesh Jain (Oct 2015 - Present)
  2. Bharat Lahoti (Oct 2021 - Present)
  3. Rahul Dedhia (Jul 2024 - Present)
  4. Pranavi Kulkarni (Aug 2024 - Present)

Key Information

View Scheme Document

Edelweiss Aggressive Hybrid B 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 Edelweiss Aggressive Hybrid B 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 Edelweiss Aggressive Hybrid B 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 Edelweiss Aggressive Hybrid B 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

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