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
₹30.50
-1.03%
NAV as on 05 Sep 24, 12:00 AM
very high risk
global other
fof
NAV as on 05 Sep 24, 12:00 AM
very high risk
global other
fof
17.34%p.a.
Last 1Y
10.19%p.a.
Last 3Y
13.22%p.a.
Last 5Y
10.71%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Edelweiss US Value Equity Offshore Fund Growth scheme from Edelweiss Asset Management Limited. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Aug 2013, Edelweiss US Value Equity Offshore Fund Growth is Global - Other fund of its category with 108.69 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - US Value Fund, an equity fund which invests primarily in a value style biased portfolio of US companies. However, there can be no assurance that the investment objective of the Scheme will be realised.
JPM US Value I (acc) USD
98.93%
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 | fof
10.8%
very high risk | equity
11.7%
very high risk | fof
3.2%