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
₹NaN
-0.05%
NAV as on Datlid , 12:NaN AM
moderate risk
dynamic asset allocation
hybrid (nc)
NAV as on Datlid , 12:NaN AM
moderate risk
dynamic asset allocation
hybrid (nc)
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
2.06%p.a.
Since Inception
About Parag Parikh Dynamic Asset Allocation Fund Monthly Payout Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Parag Parikh Dynamic Asset Allocation Fund Monthly Payout Inc Dist cum Cap Wdrl scheme from PPFAS Asset Management Pvt. Ltd. It is a Dynamic Asset Allocation mutual fund scheme that predominantly invests in Dynamic Asset Allocation stocks of companies. Launched on Feb 2024, Parag Parikh Dynamic Asset Allocation Fund Monthly Payout Inc Dist cum Cap Wdrl is Dynamic Asset Allocation fund of its category with 1,384.82 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Asset Allocation funds.
- Parag Parikh Dynamic Asset Allocation Fund Monthly Payout Inc Dist cum Cap Wdrl delivered 0.0% annual returns during the last year. It has delivered 2.1% average annual returns since the fund was launched.
- Parag Parikh Dynamic Asset Allocation Fund Monthly 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 hybrid (nc)
Fund Objective
The investment objective of the Scheme is to generate income/ long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Top 10 Holdings
Parag Parikh Liquid Dir Gr
3.81%
Future on Reliance Industries Ltd
3.67%
Reliance Industries Ltd
3.64%
Petronet LNG Ltd
3.12%
Power Grid Corp Of India Ltd
3.08%
ITC Ltd
3.05%
Coal India Ltd
3.01%
Tata Motors Limited December 2024 Future
2.44%
Tata Motors Ltd
2.42%
Future on Bajaj Finance Ltd
2.34%
Fund Managers
- Raj Mehta (Feb 2024 - Present)
- Rajeev Thakkar (Feb 2024 - Present)
- Raunak Onkar (Feb 2024 - Present)
- Rukun Tarachandani (Feb 2024 - Present)
- Mansi Kariya (Feb 2024 - Present)
Key Information
View Scheme Document
Parag Parikh Dynamic Asset Allocation Fund Monthly Payout Inc Dist cum Cap Wdrl SIP Calculator
If invested
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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 Parag Parikh Dynamic Asset Allocation Fund Monthly 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 Parag Parikh Dynamic Asset Allocation Fund Monthly 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 Parag Parikh Dynamic Asset Allocation Fund Monthly 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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