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
₹14.26
-0.09%
NAV as on 16 Jan 25, 12:00 AM
moderate risk
equity savings
equity
NAV as on 16 Jan 25, 12:00 AM
moderate risk
equity savings
equity
10.98%p.a.
Last 1Y
9.06%p.a.
Last 3Y
9.59%p.a.
Last 5Y
7.85%p.a.
Since Inception
About Edelweiss Equity Savings Fund Monthly Reinvestment of Income Dis cum Cptl Wdrl Opt for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss Equity Savings Fund Monthly Reinvestment of Income Dis cum Cptl Wdrl Opt scheme from Edelweiss Asset Management Limited. It is a Equity Savings mutual fund scheme that predominantly invests in Equity Savings stocks of companies. Launched on Oct 2017, Edelweiss Equity Savings Fund Monthly Reinvestment of Income Dis cum Cptl Wdrl Opt is Equity Savings fund of its category with 560.91 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Equity Savings funds.
- Edelweiss Equity Savings Fund Monthly Reinvestment of Income Dis cum Cptl Wdrl Opt delivered 11.0% annual returns during the last year. It has delivered 7.8% average annual returns since the fund was launched.
- Edelweiss Equity Savings Fund Monthly Reinvestment of Income Dis cum Cptl Wdrl Opt 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 provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.
Top 10 Holdings
ICICI Bank Ltd
4.61%
7.26% Govt Stock 2033
4.58%
7.18% Govt Stock 2033
4.56%
7.06% Govt Stock 2028
4.50%
Hdb Financial Services Ltd.
4.42%
Future on Aditya Birla Fashion and Retail Ltd
4.16%
Aditya Birla Fashion and Retail Ltd
4.14%
Reliance Industries Ltd
3.99%
Future on ICICI Bank Ltd
3.34%
Future on Reliance Industries Ltd
3.12%
Fund Managers
- Bhavesh Jain (Oct 2021 - Present)
- Bharat Lahoti (Sep 2017 - Present)
- Rahul Dedhia (Jul 2024 - Present)
- Pranavi Kulkarni (Aug 2024 - Present)
Key Information
View Scheme Document
Edelweiss Equity Savings Fund Monthly Reinvestment of Income Dis cum Cptl Wdrl Opt 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 Equity Savings Fund Monthly Reinvestment of Income Dis cum Cptl Wdrl Opt
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 Equity Savings Fund Monthly Reinvestment of Income Dis cum Cptl Wdrl Opt?
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 Equity Savings Fund Monthly Reinvestment of Income Dis cum Cptl Wdrl Opt
- 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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Frequently Asked Questions
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