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
₹24.21
-0.71%
NAV as on 10 Nov 24, 12:00 AM
very high risk
focused fund
equity
NAV as on 10 Nov 24, 12:00 AM
very high risk
focused fund
equity
31.73%p.a.
Last 1Y
12.54%p.a.
Last 3Y
17.78%p.a.
Last 5Y
18.18%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Focused Equity Fund Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Jul 2019, Kotak Focused Equity Fund Growth is Focused Fund fund of its category with 3,758.36 Cr fund under management as on Nov 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 & equity related instruments across market capitalization of up to 30 companies. However, there is no assurance that the objective of the scheme will be realized.
ICICI Bank Ltd
6.19%
HDFC Bank Ltd
5.00%
Bharti Airtel Ltd
4.91%
Infosys Ltd
4.67%
Sun Pharmaceuticals Industries Ltd
4.58%
Shriram Finance Ltd
4.39%
Tech Mahindra Ltd
4.33%
Zomato Ltd
4.32%
Maruti Suzuki India Ltd
4.21%
NTPC Ltd
4.05%
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
9.2%
very high risk | equity
23.2%
very high risk | equity
3.3%