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
₹25.49
0.04%
NAV as on 18 Dec 24, 12:00 AM
moderate risk
equity savings
equity
NAV as on 18 Dec 24, 12:00 AM
moderate risk
equity savings
equity
12.84%p.a.
Last 1Y
11.53%p.a.
Last 3Y
11.09%p.a.
Last 5Y
9.63%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Equity Savings Fund Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Equity Savings mutual fund scheme that predominantly invests in Equity Savings stocks of companies. Launched on Oct 2014, Kotak Equity Savings Fund Growth is Equity Savings fund of its category with 7,973.61 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity Savings funds.
The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.
Kotak Liquid Dir Gr
4.65%
Bharti Airtel Ltd
3.88%
State Bank of India
3.36%
Bharti Airtel Ltd-DEC2024
3.28%
HDFC Bank Ltd.-DEC2024
3.27%
HDFC Bank Ltd
3.26%
Kotak Money Market Dir Gr
2.93%
Maruti Suzuki India Ltd
2.88%
Vedanta Ltd.-DEC2024
2.63%
Vedanta Ltd
2.62%
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
moderate risk | hybrid (nc)
8.6%
moderate risk | equity
9.9%
moderate risk | equity
11.0%