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
₹15.05
-2.02%
NAV as on 07 Sep 24, 12:00 AM
very high risk
equity other
equity
NAV as on 07 Sep 24, 12:00 AM
very high risk
equity other
equity
43.47%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
45.59%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Samco Active Momentum Fund Growth scheme from Samco Asset Management Pvt Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Jul 2023, Samco Active Momentum Fund Growth is Equity - Other fund of its category with 884.59 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Swan Energy Ltd
6.94%
Wockhardt Ltd
6.91%
Religare Enterprises Ltd
5.14%
Power Finance Corporation Limited August 2024 Future
3.90%
Rec Limited August 2024 Future
3.20%
Power Finance Corp Ltd
2.99%
Trent Limited August 2024 Future
2.30%
Marathon Nextgen Realty Ltd
2.08%
Future on Zydus Lifesciences Ltd
2.06%
BEML Ltd
1.96%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
29.9%
very high risk | equity
0.0%
very high risk | equity
24.3%