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
₹1006.95
0.02%
NAV as on 17 Dec 24, 12:00 AM
low to moderate risk
liquid
liquid
NAV as on 17 Dec 24, 12:00 AM
low to moderate risk
liquid
liquid
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
0.39%p.a.
Since Inception
About Shriram Liquid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Shriram Liquid Fund Growth scheme from Shriram Asset Management Co Ltd. It is a Liquid mutual fund scheme that predominantly invests in Liquid stocks of companies. Launched on Nov 2024, Shriram Liquid Fund Growth is Liquid fund of its category with 158.22 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Liquid funds.
- Shriram Liquid Fund Growth delivered 0.0% annual returns during the last year. It has delivered 0.4% average annual returns since the fund was launched.
- Shriram Liquid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in liquid
Fund Objective
The investment objective of the Scheme is to generate optimal returns consistent with lower to moderate levels of risk and high liquidity by investing in debt and money market instruments The fund maintains an average maturity in the range of <91 days.
Top 10 Holdings
Reliance Industries Ltd. **
15.73%
Bank Of Baroda ** #
15.68%
Bajaj Finance Ltd. **
12.54%
Aditya Birla Finance Ltd. **
12.53%
Punjab National Bank ** #
12.48%
Canara Bank ** #
9.45%
Net Receivables / (Payables)
6.40%
182 DTB 23012025
6.26%
Small Industries Development Bank Of India ** #
3.15%
364 DTB 02052024
3.13%
Fund Managers
- Gargi Banerjee (Nov 2024 - Present)
- Deepak Ramaraju (Nov 2024 - Present)
- Sudip More (Nov 2024 - Present)
Key Information
View Scheme Document
Shriram Liquid Fund Growth SIP Calculator
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
NRI Mutual Fund Tax on Shriram Liquid 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 Shriram Liquid 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 Shriram Liquid 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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