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
₹257.67
-0.97%
NAV as on 13 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
NAV as on 13 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
24.63%p.a.
Last 1Y
12.35%p.a.
Last 3Y
16.21%p.a.
Last 5Y
14.01%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Franklin India Equity Hybrid Fund Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Dec 1999, Franklin India Equity Hybrid Fund Growth is Aggressive Allocation fund of its category with 2,013.57 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
The investment objective of the fund is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.
HDFC Bank Ltd
6.68%
ICICI Bank Ltd
5.10%
Larsen & Toubro Ltd
3.36%
Infosys Ltd
3.23%
Bharti Airtel Ltd
2.83%
Bajaj Finance Limited
2.64%
ICICI Home Finance Company Limited
2.62%
LIC Housing Finance Limited
2.59%
National Bank For Agriculture And Rural Development
2.53%
Mankind Pharma Ltd
2.50%
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 | hybrid (nc)
9.1%
very high risk | equity
17.3%
very high risk | hybrid (nc)
11.2%