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
₹21.09
-0.14%
NAV as on 09 Dec 24, 12:00 AM
very high risk
focused fund
equity
NAV as on 09 Dec 24, 12:00 AM
very high risk
focused fund
equity
32.65%p.a.
Last 1Y
21.57%p.a.
Last 3Y
18.03%p.a.
Last 5Y
4.36%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the JM Focused Fund - Growth Option scheme from JM Financial Asset Management Limited. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Mar 2008, JM Focused Fund - Growth Option is Focused Fund fund of its category with 196.38 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.
The investment objective of the Scheme is to generate long-term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies. However there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns
ICICI Bank Ltd
7.44%
HDFC Bank Ltd
5.83%
Infosys Ltd
5.65%
REC Ltd
4.74%
Amber Enterprises India Ltd Ordinary Shares
4.31%
Trent Ltd
3.67%
PB Fintech Ltd
3.66%
Larsen & Toubro Ltd
3.60%
Max Healthcare Institute Ltd Ordinary Shares
3.32%
ABB India Ltd
3.29%
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
9.5%
very high risk | equity
24.9%
very high risk | equity
5.6%