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

INVEST VIA NRE/NRO

Bandhan Small Cap Fund Growth for NRI [37.63]

Min Investment

1,000

Fund Size

4,384.9 Cr

Expense Ratio

1.9%

Exit Load

1%

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

37.63

0.29%

NAV as on 01 May 24, 12:00 AM

very high risk

small cap

equity

NAV as on 01 May 24, 12:00 AM

very high risk

small cap

equity

76.56%p.a.

Last 1Y

30.47%p.a.

Last 3Y

0.00%p.a.

Last 5Y

35.14%p.a.

Since Inception

About Bandhan Small Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Bandhan Small Cap Fund Growth scheme from Bandhan Asset Management Company Limited. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Feb 2020, Bandhan Small Cap Fund Growth is Small-Cap fund of its category with 4,384.9 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.

  • Bandhan Small Cap Fund Growth delivered 76.6% annual returns during the last year. It has delivered 35.1% average annual returns since the fund was launched.
  • Bandhan Small Cap 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 Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of small cap segment.

Top 10 Holdings

Cholamandalam Financial Holdings Ltd

2.31%

Apar Industries Ltd

2.27%

REC Ltd

2.20%

Arvind Ltd

2.08%

Shaily Engineering Plastics Ltd

1.84%

Power Finance Corp Ltd

1.72%

Manappuram Finance Ltd

1.55%

Motilal Oswal Financial Services Ltd

1.50%

TVS Holdings Ltd

1.48%

Nitin Spinners Ltd

1.40%

Fund Managers

  1. Manish Gunwani (Jan 2023 - Present)
  2. Kirthi Jain (Jun 2023 - Present)
  3. Ritika Behera (Oct 2023 - Present)
  4. Harsh Bhatia (Feb 2024 - Present)

Key Information

View Scheme Document

Bandhan Small Cap 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 Bandhan Small Cap 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 Bandhan Small Cap 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 Bandhan Small Cap 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