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
₹19.48
0.03%
NAV as on 16 Dec 24, 12:00 AM
very high risk
index funds
equity
NAV as on 16 Dec 24, 12:00 AM
very high risk
index funds
equity
30.62%p.a.
Last 1Y
15.22%p.a.
Last 3Y
0.00%p.a.
Last 5Y
17.46%p.a.
Since Inception
About Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth scheme from Edelweiss Asset Management Limited. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Oct 2020, Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth is Index Funds fund of its category with 153.72 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
- Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth delivered 30.6% annual returns during the last year. It has delivered 17.5% average annual returns since the fund was launched.
- Edelweiss MSCI India Domestic & World Healthcare 45 Index 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 will invest in stocks comprising of the MSCI India Domestic & World Healthcare 45 Index with the objective to provide investment returns that, before expenses, closely corresponds to the returns equivalent to the index, subject to tracking errors. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Top 10 Holdings
Sun Pharmaceuticals Industries Ltd
13.34%
Cipla Ltd
6.12%
Max Healthcare Institute Ltd Ordinary Shares
5.95%
Dr Reddy's Laboratories Ltd
5.59%
Apollo Hospitals Enterprise Ltd
5.31%
Divi's Laboratories Ltd
5.29%
Eli Lilly and Co
5.09%
Lupin Ltd
3.75%
Johnson & Johnson
2.89%
Aurobindo Pharma Ltd
2.77%
Fund Managers
- Bhavesh Jain (Oct 2021 - Present)
- Amit Vora (Feb 2021 - Present)
Key Information
View Scheme Document
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Edelweiss MSCI India Domestic & World Healthcare 45 Index 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 MSCI India Domestic & World Healthcare 45 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 MSCI India Domestic & World Healthcare 45 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
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