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
₹182.53
0.39%
NAV as on 08 Dec 24, 12:00 AM
very high risk
small cap
equity
NAV as on 08 Dec 24, 12:00 AM
very high risk
small cap
equity
29.08%p.a.
Last 1Y
20.84%p.a.
Last 3Y
27.89%p.a.
Last 5Y
20.84%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the SBI Small Cap Fund Plan Growth scheme from SBI Funds Management Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Sep 2009, SBI Small Cap Fund Plan Growth is Small-Cap fund of its category with 33,285.18 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.
Blue Star Ltd
3.08%
DOMS Industries Ltd
2.97%
Finolex Industries Ltd
2.79%
Kalpataru Projects International Ltd
2.71%
Chalet Hotels Ltd
2.60%
E I D Parry India Ltd
2.40%
SBFC Finance Ltd
2.33%
City Union Bank Ltd
2.32%
Triveni Turbine Ltd
2.27%
K.P.R. Mill Ltd
2.26%
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
30.2%
very high risk | equity
25.9%
very high risk | equity
29.0%