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
₹13.54
-1.81%
NAV as on 08 May 25, 12:00 AM
very high risk
elss (tax savings)
elss
NAV as on 08 May 25, 12:00 AM
very high risk
elss (tax savings)
elss
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
29.31%p.a.
Since Inception
About NJ ELSS Tax Saver Scheme Payout Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the NJ ELSS Tax Saver Scheme Payout Inc Dist cum Cap Wdrl scheme from NJ Asset Management Private Limited. It is a ELSS (Tax Savings) mutual fund scheme that predominantly invests in ELSS (Tax Savings) stocks of companies. Launched on Jun 2023, NJ ELSS Tax Saver Scheme Payout Inc Dist cum Cap Wdrl is ELSS (Tax Savings) fund of its category with 250.67 Cr fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category ELSS (Tax Savings) funds.
- NJ ELSS Tax Saver Scheme Payout Inc Dist cum Cap Wdrl delivered 0.0% annual returns during the last year. It has delivered 29.3% average annual returns since the fund was launched.
- NJ ELSS Tax Saver Scheme Payout Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in elss
Fund Objective
The investment objective of the scheme is to generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Top 10 Holdings
Gillette India Ltd
5.00%
Persistent Systems Ltd
4.66%
Coromandel International Ltd
4.49%
Ipca Laboratories Ltd
4.48%
Oracle Financial Services Software Ltd
4.43%
Muthoot Finance Ltd
4.25%
Petronet LNG Ltd
4.19%
HDFC Asset Management Co Ltd
4.17%
Abbott India Ltd
4.14%
Metropolis Healthcare Ltd
4.12%
Fund Managers
- Viral Shah (Jun 2023 - Present)
- Dhaval Patel (Jun 2023 - Present)
Key Information
View Scheme Document
NJ ELSS Tax Saver Scheme Payout Inc Dist cum Cap Wdrl 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 NJ ELSS Tax Saver Scheme Payout Inc Dist cum Cap Wdrl
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 NJ ELSS Tax Saver Scheme Payout Inc Dist cum Cap Wdrl?
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 NJ ELSS Tax Saver Scheme Payout Inc Dist cum Cap Wdrl
- 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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