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
₹14.66
0.82%
NAV as on 29 Apr 24, 12:00 AM
very high risk
global other
fof
NAV as on 29 Apr 24, 12:00 AM
very high risk
global other
fof
8.77%p.a.
Last 1Y
-7.37%p.a.
Last 3Y
2.55%p.a.
Last 5Y
3.95%p.a.
Since Inception
About Edelweiss Emerging Markets Opportunities Equity Offshore Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss Emerging Markets Opportunities Equity Offshore Growth scheme from Edelweiss Asset Management Limited. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Jul 2014, Edelweiss Emerging Markets Opportunities Equity Offshore Growth is Global - Other fund of its category with 114.55 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
- Edelweiss Emerging Markets Opportunities Equity Offshore Growth delivered 8.8% annual returns during the last year. It has delivered 4.0% average annual returns since the fund was launched.
- Edelweiss Emerging Markets Opportunities Equity Offshore Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in fof
Fund Objective
The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies. However, there can be no assurance that the investment objective of the Scheme will be realised.
Top 1 Holdings
JPM Emerging Mkts Opps I (acc) USD
100.37%
Fund Managers
- Bhavesh Jain (Apr 2018 - Present)
- Bharat Lahoti (Oct 2021 - Present)
Key Information
View Scheme Document
Edelweiss Emerging Markets Opportunities Equity Offshore Growth SIP Calculator
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NRI Mutual Fund Tax on Edelweiss Emerging Markets Opportunities Equity Offshore 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 Emerging Markets Opportunities Equity Offshore 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 Emerging Markets Opportunities Equity Offshore 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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