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
₹27.54
0.56%
NAV as on 05 Sep 24, 12:00 AM
very high risk
equity other
equity
NAV as on 05 Sep 24, 12:00 AM
very high risk
equity other
equity
30.95%p.a.
Last 1Y
12.33%p.a.
Last 3Y
25.52%p.a.
Last 5Y
16.63%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Edelweiss Recently Listed IPO Fund Plan Growth scheme from Edelweiss Asset Management Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Feb 2018, Edelweiss Recently Listed IPO Fund Plan Growth is Equity - Other fund of its category with 948.07 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
The investment objective of the Scheme is to seek to provide capital appreciation by investing in equity and equity related securities of recently listed 100 companies or upcoming Initial Public Offers (IPOs).
KFin Technologies Ltd
4.80%
JSW Infrastructure Ltd
4.65%
Jyoti CNC Automation Ltd
4.33%
Concord Biotech Ltd
3.81%
Happy Forgings Ltd
3.73%
Mankind Pharma Ltd
3.58%
R R Kabel Ltd
2.74%
India Shelter Finance Corporation Ltd
2.69%
TBO Tek Ltd
2.66%
Cyient DLM Ltd
2.63%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
29.9%
very high risk | equity
0.0%
very high risk | equity
24.3%