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
₹11.53
0.61%
NAV as on 17 Nov 24, 12:00 AM
very high risk
flexi cap
equity
NAV as on 17 Nov 24, 12:00 AM
very high risk
flexi cap
equity
7.66%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.53%p.a.
Since Inception
About Samco Flexi Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Samco Flexi Cap Fund Growth scheme from Samco Asset Management Pvt Ltd. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Feb 2022, Samco Flexi Cap Fund Growth is Flexi Cap fund of its category with 603.8 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.
- Samco Flexi Cap Fund Growth delivered 7.7% annual returns during the last year. It has delivered 6.5% average annual returns since the fund was launched.
- Samco Flexi Cap 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
The investment objective of the Scheme is to seek to generate long-term capital growth from an actively managed portfolio of Indian & foreign equity instruments across market capitalisation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Top 10 Holdings
Motilal Oswal Financial Services Ltd
7.56%
Emami Ltd
6.71%
Dr. Lal PathLabs Ltd
5.85%
Nippon Life India Asset Management Ltd Ordinary Shares
5.68%
Bharat Electronics Ltd
5.53%
Divi's Laboratories Ltd
4.66%
Colgate-Palmolive (India) Ltd
4.58%
Hindustan Aeronautics Ltd Ordinary Shares
4.50%
Solar Industries India Ltd
3.91%
Godfrey Phillips India Ltd
3.90%
Fund Managers
- Nirali Bhansali (Feb 2022 - Present)
- Dhawal Dhanani (Feb 2022 - Present)
- Umeshkumar Mehta (Aug 2023 - Present)
Key Information
View Scheme Document
Samco Flexi Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Samco Flexi Cap 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 Samco Flexi Cap 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 Samco Flexi Cap 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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