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
₹13.72
0.12%
NAV as on 07 Sep 24, 12:00 AM
low risk
arbitrage fund
equity
NAV as on 07 Sep 24, 12:00 AM
low risk
arbitrage fund
equity
7.36%p.a.
Last 1Y
5.36%p.a.
Last 3Y
4.21%p.a.
Last 5Y
3.83%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Sundaram Arbitrage Fund - Plan - Growth scheme from Sundaram Asset Management Company Ltd. It is a Arbitrage Fund mutual fund scheme that predominantly invests in Arbitrage Fund stocks of companies. Launched on Apr 2016, Sundaram Arbitrage Fund - Plan - Growth is Arbitrage Fund fund of its category with 140.56 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Arbitrage Fund funds.
To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.
Indus Towers Limited August 2024
8.86%
Indus Towers Ltd Ordinary Shares
8.80%
Hdfc Bank Limited August 2024
8.60%
HDFC Bank Ltd
8.54%
Future on Ambuja Cements Ltd
7.01%
Ambuja Cements Ltd
6.97%
Future on Bharti Airtel Ltd
6.25%
Bharti Airtel Ltd
6.25%
Future on Reliance Industries Ltd
5.91%
Reliance Industries Ltd
5.89%
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.
Funds
3Y Return
low risk | equity
6.2%
low risk | equity
6.3%
low risk | equity
5.9%