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
₹9.45
2.31%
NAV as on 10 Mar 26, 12:00 AM
very high risk
sectoral banking
equity
NAV as on 10 Mar 26, 12:00 AM
very high risk
sectoral banking
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-5.51%p.a.
Since Inception
About Edelweiss Financial Services Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss Financial Services Fund -Growth scheme from Edelweiss Asset Management Limited. It is a Sectoral-Banking mutual fund scheme that predominantly invests in Sectoral-Banking stocks of companies. Launched on Feb 2026, Edelweiss Financial Services Fund -Growth is Sectoral-Banking fund of its category with 230.89 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Sectoral-Banking funds.
- Edelweiss Financial Services Fund -Growth delivered 0.0% annual returns during the last year. It has delivered -5.5% average annual returns since the fund was launched.
- Edelweiss Financial Services Fund -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 scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on companies engaged in financial services sectors.
Top 10 Holdings
Axis Bank Ltd
8.90%
Bajaj Finance Ltd
2.85%
Bank Of Baroda
1.06%
Canara Bank
1.04%
Cholamandalam Investment & Finance Company Ltd
3.04%
City Union Bank Ltd
2.45%
The Federal Bank Ltd
1.99%
HDFC Bank Ltd
11.25%
ICICI Bank Ltd
10.29%
Indian Bank
1.08%
Fund Managers
- Ashwani Kumar Agarwalla (Jan 2026 - Present)
- Amit Vora (Jan 2026 - Present)
- Trideep Bhattacharya (Jan 2026 - Present)
Key Information
View Scheme Document
Edelweiss Financial Services Fund -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 Financial Services Fund -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 Financial Services 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 Financial Services 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
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