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

INVEST VIA NRE/NRO

Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Growth for NRI [10.03]

Min Investment

100

Fund Size

0

Expense Ratio

0.0%

Exit Load

0.1%

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

10.03

-0.05%

NAV as on 08 Dec 24, 12:00 AM

moderately high risk

index funds fixed income

debt

NAV as on 08 Dec 24, 12:00 AM

moderately high risk

index funds fixed income

debt

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

0.04%p.a.

Since Inception

About Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Growth scheme from Edelweiss Asset Management Limited. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Nov 2024, Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Growth is Index Funds - Fixed Income fund of its category with 0 fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.

  • Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Growth delivered 0.0% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
  • Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in debt

Fund Objective

The investment objective of the scheme is to replicate CRISIL IBX AAA Financial Services – Jan 2028 Index by investing in AAA rated financial services corporate bond issuers maturing on or before January 2028, subject to tracking errors.

Top 0 Holdings

Fund Managers

  1. Dhawal Dalal (Nov 2024 - Present)
  2. Rahul Dedhia (Nov 2024 - Present)

Key Information

View Scheme Document

Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund 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 CRISIL IBX AAA Financial Services - Jan 2028 Index Fund 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 CRISIL IBX AAA Financial Services - Jan 2028 Index Fund 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 CRISIL IBX AAA Financial Services - Jan 2028 Index Fund 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

Frequently Asked Questions