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
₹156.36
-0.56%
NAV as on 12 Nov 24, 12:00 AM
high risk
aggressive allocation
equity
NAV as on 12 Nov 24, 12:00 AM
high risk
aggressive allocation
equity
24.70%p.a.
Last 1Y
10.50%p.a.
Last 3Y
15.45%p.a.
Last 5Y
11.76%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Sundaram Aggressive Hybrid Fund Growth scheme from Sundaram Asset Management Company Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Jan 2000, Sundaram Aggressive Hybrid Fund Growth is Aggressive Allocation fund of its category with 5,358.42 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Reliance Industries Ltd
4.11%
HDFC Bank Ltd
4.09%
ICICI Bank Ltd
3.93%
Bharti Airtel Ltd
3.10%
Kalyan Jewellers India Ltd
3.05%
07.18 Goi 14082033
2.89%
7.10%Goi 08/04/2034
2.88%
Infosys Ltd
2.79%
Sundaram Liquid Dir Gr
2.55%
7.23% Goi 15/04/2039
1.89%
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.