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
₹60.68
-0.42%
NAV as on 09 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
NAV as on 09 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
30.48%p.a.
Last 1Y
14.37%p.a.
Last 3Y
18.45%p.a.
Last 5Y
13.10%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Equity Hybrid Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Nov 2014, Kotak Equity Hybrid Growth is Aggressive Allocation fund of its category with 6,714.55 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
Investment objective of the scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
07.18 Goi 2028
7.12%
HDFC Bank Ltd
4.31%
Infosys Ltd
3.32%
Bharti Airtel Ltd
3.26%
Oracle Financial Services Software Ltd
2.92%
NTPC Ltd
2.74%
Power Finance Corp Ltd
2.51%
ICICI Bank Ltd
2.45%
Fortis Healthcare Ltd
1.91%
7.3% Govt Stock 2053
1.90%
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 | hybrid (nc)
9.8%
very high risk | equity
18.4%
very high risk | hybrid (nc)
11.9%