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
₹10.78
2.22%
NAV as on 09 Feb 26, 12:00 AM
risk
index
equity
NAV as on 09 Feb 26, 12:00 AM
risk
index
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.83%p.a.
Since Inception
About Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Growth scheme from Navi AMC Limited. It is a Index mutual fund scheme that predominantly invests in Index stocks of companies. Launched on Mar 2025, Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Growth is Index fund of its category with 24.04 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Index funds.
- Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Growth delivered 0.0% annual returns during the last year. It has delivered 7.8% average annual returns since the fund was launched.
- Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to achieve return equivalent to Nifty Smallcap250 Momentum Quality 100 Index by investing in stocks of companies comprising Nifty Smallcap250 Momentum Quality 100 TRI, subject to tracking error. �There is no assurance that the investment objective of the Scheme will be achieved�.
Top 10 Holdings
Action Construction Equipment Ltd
0.38%
Aegis Logistics Ltd
0.58%
Amara Raja Batteries Ltd
0.83%
Anant Raj Ltd
0.71%
Apar Industries Ltd
1.20%
Astrazeneca Pharma India Ltd
0.87%
Avanti Feeds Ltd
0.68%
BASF India Ltd
0.49%
BEML Ltd
0.48%
Blue Star Ltd
1.99%
Fund Managers
- Ashutosh Shirwaikar (Feb 2025 - Present)
Key Information
View Scheme Document
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Growth SIP Calculator
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NRI Mutual Fund Tax on Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Growth
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 |
How can NRIs invest in Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Growth?
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:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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