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
₹11.85
0.04%
NAV as on 17 Dec 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
NAV as on 17 Dec 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
8.17%p.a.
Last 1Y
5.43%p.a.
Last 3Y
0.00%p.a.
Last 5Y
5.43%p.a.
Since Inception
About Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 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 Oct 2021, Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund Growth is Index Funds - Fixed Income fund of its category with 2,286.43 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 - Fixed Income funds.
- Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund Growth delivered 8.2% annual returns during the last year. It has delivered 5.4% average annual returns since the fund was launched.
- Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 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 track the Nifty PSU Bond Plus SDL Apr 2027 50:50 Index by investing in AAA rated PSU Bonds and SDLs, maturing on or before April 2027, 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
06.58 GJ Sdl 2027
9.55%
Indian Oil Corporation Limited
8.98%
Indian Railway Finance Corporation Limited
8.61%
Power Finance Corporation Limited
6.62%
Power Grid Corporation Of India Limited
4.87%
07.78 BR Sdl 2027
4.67%
Small Industries Development Bank Of India
4.62%
National Bank For Agriculture And Rural Development
4.40%
Rural Electrification Corporation Limited
4.06%
07.86 KA Sdl 2027
4.01%
Fund Managers
- Dhawal Dalal (Oct 2021 - Present)
- Rahul Dedhia (Nov 2021 - Present)
Key Information
View Scheme Document
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund Growth SIP Calculator
If invested
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This Fund
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Fixed Deposit
NRI Mutual Fund Tax on Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 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 NIFTY PSU Bond Plus SDL Apr 2027 50:50 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 NIFTY PSU Bond Plus SDL Apr 2027 50:50 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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Frequently Asked Questions
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