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
₹10.69
0.38%
NAV as on 05 Sep 24, 12:00 AM
very high risk
sector financial services
equity
NAV as on 05 Sep 24, 12:00 AM
very high risk
sector financial services
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
5.20%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Helios Financial Services Fund Growth scheme from Helios Capital Asset Management (India) Private Limited. It is a Sector - Financial Services mutual fund scheme that predominantly invests in Sector - Financial Services stocks of companies. Launched on Jun 2024, Helios Financial Services Fund Growth is Sector - Financial Services fund of its category with 104.88 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Financial Services funds.
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services.
HDFC Bank Ltd
20.59%
ICICI Bank Ltd
12.00%
State Bank of India
9.17%
Axis Bank Ltd
8.01%
Bajaj Finance Ltd
7.22%
Computer Age Management Services Ltd Ordinary Shares
4.16%
HDFC Life Insurance Company Limited
3.49%
360 One Wam Ltd Ordinary Shares
3.46%
SBI Life Insurance Company Limited
3.26%
Shriram Finance Ltd
3.05%
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
13.2%
very high risk | equity
18.2%
very high risk | equity
14.7%