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

INVEST VIA NRE/NRO

ICICI Prudential US Bluechip Equity Fund Growth for NRI [62.42]

Min Investment

5,000

Fund Size

3,221.37 Cr

Expense Ratio

2.0%

Exit Load

1%

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

62.42

-1.56%

NAV as on 18 Nov 24, 12:00 AM

very high risk

global other

equity

NAV as on 18 Nov 24, 12:00 AM

very high risk

global other

equity

21.65%p.a.

Last 1Y

10.28%p.a.

Last 3Y

14.86%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 21.6% 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

  1. Ritesh Lunawat (Sep 2024 - Present)
  2. Sharmila D’mello (Jul 2022 - Present)
  3. Nitya Mishra (Nov 2024 - Present)

Key Information

View Scheme Document

ICICI Prudential US Bluechip Equity Fund 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 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 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 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

Frequently Asked Questions