NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Franklin India Liquid Growth for NRI [5714.94]

Min Investment

10,000

Fund Size

2,293.02 Cr

Expense Ratio

0.9%

Exit Load

0.007%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

5714.94

0.02%

NAV as on 17 Dec 24, 12:00 AM

low to moderate risk

liquid

liquid

NAV as on 17 Dec 24, 12:00 AM

low to moderate risk

liquid

liquid

6.70%p.a.

Last 1Y

5.65%p.a.

Last 3Y

4.64%p.a.

Last 5Y

6.76%p.a.

Since Inception

About Franklin India Liquid Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Franklin India Liquid Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Liquid mutual fund scheme that predominantly invests in Liquid stocks of companies. Launched on Apr 1998, Franklin India Liquid Growth is Liquid fund of its category with 2,293.02 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Liquid funds.

  • Franklin India Liquid Growth delivered 6.7% annual returns during the last year. It has delivered 6.8% average annual returns since the fund was launched.
  • Franklin India Liquid Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in liquid

Fund Objective

The investment objective of the scheme is to provide current income along with high liquidity.

Top 10 Holdings

Cp Mankind Pharma Ltd

7.34%

91 DTB 23012025

6.48%

91 DTB 05122024

5.45%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)

5.42%

Bank Of Baroda

5.38%

Aditya Birla Finance Limited

4.68%

Reliance Jio Infocomm Limited

4.36%

Reliance Jio Infocomm Limited

4.35%

Export Import Bank Of India

4.34%

Canara Bank

4.32%

Fund Managers

  1. Pallab Roy (Jun 2008 - Present)
  2. Rohan Maru (Oct 2024 - Present)

Key Information

View Scheme Document

Franklin India Liquid Growth SIP Calculator

If invested

5,000

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

NRI Mutual Fund Tax on Franklin India Liquid Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Franklin India Liquid 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 Franklin India Liquid 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

Frequently Asked Questions