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
₹24.51
0.83%
NAV as on 18 Feb 26, 12:00 AM
risk
etf units
equity
NAV as on 18 Feb 26, 12:00 AM
risk
etf units
equity
35.54%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
15.32%p.a.
Since Inception
About Edelweiss BSE Capital Markets & Insurance ETF-Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss BSE Capital Markets & Insurance ETF-Growth scheme from Edelweiss Asset Management Limited. It is a ETF Units mutual fund scheme that predominantly invests in ETF Units stocks of companies. Launched on Dec 2024, Edelweiss BSE Capital Markets & Insurance ETF-Growth is ETF Units fund of its category with 16.32 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category ETF Units funds.
- Edelweiss BSE Capital Markets & Insurance ETF-Growth delivered 35.5% annual returns during the last year. It has delivered 15.3% average annual returns since the fund was launched.
- Edelweiss BSE Capital Markets & Insurance ETF-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 Returns That Are In Line With The Performance Of The Bse Capital Markets & Insurance Total Return Index, Subject To Tracking Errors.
Top 10 Holdings
Nuvama Wealth Management Ltd
1.95%
SBI Life Insurance Company Ltd
9.89%
ICICI Lombard General Insurance Company Ltd
8.28%
General Insurance Corporation of India Ltd
2.27%
Nippon Life India Asset Management Ltd
2.98%
Indian Energy Exchange Ltd
1.93%
The New India Assurance Co. Ltd
0.70%
HDFC Life Insurance Co Ltd
9.45%
HDFC Asset Management Company Ltd
9.63%
IIFL Wealth Management Ltd
5.50%
Fund Managers
- Bhavesh Jain (Dec 2024 - Present)
Key Information
View Scheme Document
Edelweiss BSE Capital Markets & Insurance ETF-Growth SIP Calculator
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
NRI Mutual Fund Tax on Edelweiss BSE Capital Markets & Insurance ETF-Growth
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 |
How can NRIs invest in Edelweiss BSE Capital Markets & Insurance ETF-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 BSE Capital Markets & Insurance ETF-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
Similar Funds
Funds
3Y Return
Nippon India Silver ETF - Growth
risk | open-ended
52.0%
CPSE ETF-Growth
risk | equity
37.2%
ICICI Prudential BSE Sensex Exchange Traded Fund
risk | equity
12.4%
Frequently Asked Questions
Explore Other Edelweiss Funds
Funds
3Y Return
BHARAT Bond ETF - April 2030 - Growth
risk | debt
8.3%
Edelweiss Arbitrage Fund -Growth
low risk | hybrid (nc)
7.0%
Edelweiss Mid Cap Fund -Growth
very high risk | equity
26.0%
Copyright | 2021 @ SBNRI | All Rights Reserved