NRI from all over the world (including 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
₹9.38
-2.14%
NAV as on 13 Nov 24, 12:00 AM
very high risk
index funds
equity
NAV as on 13 Nov 24, 12:00 AM
very high risk
index funds
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-2.34%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Navi Nifty 500 Multicap 50 25 25 Index Fund Growth scheme from Navi AMC Limited. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Jul 2024, Navi Nifty 500 Multicap 50 25 25 Index Fund Growth is Index Funds fund of its category with 17.06 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
The investment objective of the scheme is to achieve return equivalent to Nifty 500 Multicap 50:25:25 Index by investing in stocks of companies comprising Nifty 500 Multicap 50:25:25 Index, subject to tracking error.
HDFC Bank Ltd
4.88%
ICICI Bank Ltd
3.37%
Reliance Industries Ltd
3.35%
Infosys Ltd
2.34%
ITC Ltd
1.68%
Bharti Airtel Ltd
1.60%
Larsen & Toubro Ltd
1.58%
Tata Consultancy Services Ltd
1.50%
Axis Bank Ltd
1.22%
State Bank of India
1.17%
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
10.1%
very high risk | equity
10.0%
very high risk | equity
10.0%