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
₹9.86
0.61%
NAV as on 09 Dec 24, 12:00 AM
very high risk
equity other
equity
NAV as on 09 Dec 24, 12:00 AM
very high risk
equity other
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-4.50%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Samco Special Opportunities 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 Jun 2024, Samco Special Opportunities Fund Growth is Equity - Other fund of its category with 197.98 Cr fund under management as on Dec 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 achieve long-term capital appreciation by investing in a portfolio of securities that are involved in special situations such as restructurings, turnarounds, spin-offs, mergers & acquisitions, new trends, new & emerging sectors, digitization, premiumization, and other special corporate actions. These situations often create mispricings and undervalued opportunities that the fund aims to exploit for potential capital appreciation.
HealthCare Global Enterprises Ltd
4.41%
Motilal Oswal Financial Services Ltd
3.17%
Religare Enterprises Ltd
3.11%
Strides Pharma Science Ltd
3.00%
Marathon Nextgen Realty Ltd
2.97%
Voltas Ltd
2.94%
Bombay Burmah Trading Corp Ltd
2.87%
Hitachi Energy India Ltd Ordinary Shares
2.86%
Kirloskar Pneumatic Co Ltd
2.77%
Choice International Ltd
2.73%
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
26.4%
very high risk | equity
0.0%
very high risk | equity
23.1%