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
₹63.23
1.48%
NAV as on 21 Nov 24, 12:00 AM
very high risk
global other
equity
NAV as on 21 Nov 24, 12:00 AM
very high risk
global other
equity
22.78%p.a.
Last 1Y
10.76%p.a.
Last 3Y
15.14%p.a.
Last 5Y
15.98%p.a.
Since Inception
About ICICI Prudential US Bluechip Equity Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the ICICI Prudential US Bluechip Equity Fund Growth scheme from ICICI Prudential Asset Management Company Limited. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Jul 2012, ICICI Prudential US Bluechip Equity Fund Growth is Global - Other fund of its category with 3,221.37 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
- ICICI Prudential US Bluechip Equity Fund Growth delivered 22.8% annual returns during the last year. It has delivered 16.0% average annual returns since the fund was launched.
- ICICI Prudential US Bluechip Equity Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the United States of America. The Scheme shall also invest in ADRs/GDRs issued by Indian and foreign companies. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Top 10 Holdings
MarketAxess Holdings Inc
2.86%
Altria Group Inc
2.76%
Bio-Rad Laboratories Inc Class A
2.65%
Gilead Sciences Inc
2.64%
Corteva Inc
2.62%
Bristol-Myers Squibb Co
2.54%
Kenvue Inc
2.53%
International Flavors & Fragrances Inc
2.50%
Pfizer Inc
2.50%
U.S. Bancorp
2.45%
Fund Managers
- Ritesh Lunawat (Sep 2024 - Present)
- Sharmila D’mello (Jul 2022 - Present)
- Nitya Mishra (Nov 2024 - Present)
Key Information
View Scheme Document
ICICI Prudential US Bluechip Equity Fund Growth SIP Calculator
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NRI Mutual Fund Tax on ICICI Prudential US Bluechip Equity Fund Growth
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 |
How can NRIs invest in ICICI Prudential US Bluechip Equity Fund 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 ICICI Prudential US Bluechip Equity Fund 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
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