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
₹18.67
-0.56%
NAV as on 17 Dec 24, 12:00 AM
very high risk
index funds
equity
NAV as on 17 Dec 24, 12:00 AM
very high risk
index funds
equity
31.44%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
34.65%p.a.
Since Inception
About Edelweiss Nifty Smallcap 250 Index Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss Nifty Smallcap 250 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 Nov 2022, Edelweiss Nifty Smallcap 250 Index Fund Growth is Index Funds fund of its category with 96.24 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 Nifty Smallcap 250 Index Fund Growth delivered 31.4% annual returns during the last year. It has delivered 34.6% average annual returns since the fund was launched.
- Edelweiss Nifty Smallcap 250 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 investment objective of the scheme is to provide returns before expenses that closely correspond to the total returns of the Nifty Smallcap 250 Index subject to tracking errors.
Top 10 Holdings
Multi Commodity Exchange of India Ltd
1.73%
Central Depository Services (India) Ltd
1.44%
Glenmark Pharmaceuticals Ltd
1.33%
Crompton Greaves Consumer Electricals Ltd
1.31%
Blue Star Ltd
1.26%
Computer Age Management Services Ltd Ordinary Shares
1.11%
National Aluminium Co Ltd
1.06%
Laurus Labs Ltd
1.01%
Radico Khaitan Ltd
0.97%
Karur Vysya Bank Ltd
0.93%
Fund Managers
- Bhavesh Jain (Nov 2022 - Present)
Key Information
View Scheme Document
Edelweiss Nifty Smallcap 250 Index Fund Growth SIP Calculator
If invested
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For a period of
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₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Edelweiss Nifty Smallcap 250 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 Smallcap 250 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 Smallcap 250 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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