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
₹10.11
-0.01%
NAV as on 18 Dec 24, 12:00 AM
moderate risk
index funds fixed income
equity
NAV as on 18 Dec 24, 12:00 AM
moderate risk
index funds fixed income
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
0.73%p.a.
Since Inception
About Nippon India CRISIL-IBX AAA Financial Svcs - Jan 2028 Idx Fd Reg Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Nippon India CRISIL-IBX AAA Financial Svcs - Jan 2028 Idx Fd Reg Growth scheme from Nippon Life India Asset Management Ltd. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Oct 2024, Nippon India CRISIL-IBX AAA Financial Svcs - Jan 2028 Idx Fd Reg Growth is Index Funds - Fixed Income fund of its category with 163.61 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
- Nippon India CRISIL-IBX AAA Financial Svcs - Jan 2028 Idx Fd Reg Growth delivered 0.0% annual returns during the last year. It has delivered 0.7% average annual returns since the fund was launched.
- Nippon India CRISIL-IBX AAA Financial Svcs - Jan 2028 Idx Fd Reg 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 investment returns that are commensurate with the total returns of the securities as represented by the CRISIL-IBX AAA Financial Services Index – Jan 2028 before expenses, subject to tracking errors.
Top 10 Holdings
Mahindra & Mahindra Financial Services Ltd
12.25%
HDB Financial Services Ltd. 7.96%
12.20%
LIC Housing Finance Ltd
9.21%
ICICI Home Finance Company Limited
9.15%
Tata Capital Housing Finance Limited
9.14%
Bajaj Housing Finance Limited
6.14%
7.92% Aditya Birla Finance Limited
6.10%
7.68% Tata Capital Limited
6.07%
National Bank For Agriculture And Rural Development
4.28%
Kotak Mahindra Investments Limited 8.37%
3.09%
Fund Managers
- Siddharth Deb (Oct 2024 - Present)
- Vivek Sharma (Oct 2024 - Present)
Key Information
View Scheme Document
Nippon India CRISIL-IBX AAA Financial Svcs - Jan 2028 Idx Fd Reg Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Nippon India CRISIL-IBX AAA Financial Svcs - Jan 2028 Idx Fd Reg 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 Nippon India CRISIL-IBX AAA Financial Svcs - Jan 2028 Idx Fd Reg 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 Nippon India CRISIL-IBX AAA Financial Svcs - Jan 2028 Idx Fd Reg 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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