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
₹15.62
-0.72%
NAV as on 17 Nov 24, 12:00 AM
very high risk
global other
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
global other
equity
38.34%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
15.53%p.a.
Since Inception
About Navi US Total Stock Market Fund of Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Navi US Total Stock Market Fund of Fund Growth scheme from Navi AMC Limited. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Feb 2022, Navi US Total Stock Market Fund of Fund Growth is Global - Other fund of its category with 939.32 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
- Navi US Total Stock Market Fund of Fund Growth delivered 38.3% annual returns during the last year. It has delivered 15.5% average annual returns since the fund was launched.
- Navi US Total Stock Market Fund of 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 provide long-term capital appreaciation by investing in units of the Vanguard Total Stock Market ETF (VTI) or in the Schwab Total Stock Market Index Fund (SWTSX) However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
Top 1 Holdings
Vanguard Total Stock Market ETF
99.86%
Fund Managers
- Aditya Mulki (Mar 2022 - Present)
Key Information
View Scheme Document
Navi US Total Stock Market Fund of Fund Growth SIP Calculator
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
NRI Mutual Fund Tax on Navi US Total Stock Market Fund of 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 US Total Stock Market Fund of 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 US Total Stock Market Fund of 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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Frequently Asked Questions
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