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
₹11.38
0.44%
NAV as on 19 Nov 24, 12:00 AM
very high risk
focused fund
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
focused fund
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
19.68%p.a.
Since Inception
About Old Bridge Focused Equity Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Old Bridge Focused Equity Fund Growth scheme from Old Bridge Asset Management Private Limited. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Jan 2024, Old Bridge Focused Equity Fund Growth is Focused Fund fund of its category with 936.73 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.
- Old Bridge Focused Equity Fund Growth delivered 0.0% annual returns during the last year. It has delivered 19.7% average annual returns since the fund was launched.
- Old Bridge Focused Equity 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
To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap). There is no assurance or guarantee that the objectives of the scheme will be realized.
Top 10 Holdings
Bharti Airtel Ltd
6.30%
HCL Technologies Ltd
6.30%
Shriram Finance Ltd
6.01%
InterGlobe Aviation Ltd
5.98%
Aurobindo Pharma Ltd
5.94%
Redington Ltd
5.49%
Marksans Pharma Ltd
5.07%
Indian Energy Exchange Ltd
4.75%
Hindalco Industries Ltd
4.49%
NCC Ltd
4.49%
Fund Managers
- Tarang Agrawal (Jan 2024 - Present)
- Kenneth Andrade (Jan 2024 - Present)
Key Information
View Scheme Document
Old Bridge Focused Equity Fund Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Old Bridge Focused Equity 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 Old Bridge Focused Equity 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 Old Bridge Focused Equity 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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