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
₹67.90
0.10%
NAV as on 05 Sep 24, 12:00 AM
moderate risk
equity savings
equity
NAV as on 05 Sep 24, 12:00 AM
moderate risk
equity savings
equity
18.86%p.a.
Last 1Y
11.85%p.a.
Last 3Y
13.70%p.a.
Last 5Y
8.96%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Sundaram Equity Savings Fund Growth scheme from Sundaram Asset Management Company Ltd. It is a Equity Savings mutual fund scheme that predominantly invests in Equity Savings stocks of companies. Launched on May 2002, Sundaram Equity Savings Fund Growth is Equity Savings fund of its category with 881.56 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Equity Savings funds.
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
HDFC Bank Ltd
7.78%
Reliance Industries Ltd
6.16%
Hdfc Bank Limited August 2024
5.53%
Future on Reliance Industries Ltd
4.94%
Infosys Ltd
4.35%
Bharti Airtel Ltd
4.06%
IndusInd Bank Ltd
3.76%
Infosys Limited August 2024
3.56%
Future on IndusInd Bank Ltd
3.23%
Tata Motors Ltd
2.81%
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
moderate risk | hybrid (nc)
8.8%
moderate risk | equity
12.7%
moderate risk | equity
9.2%