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
₹14.60
-1.04%
NAV as on 07 Sep 24, 12:00 AM
very high risk
flexi cap
equity
NAV as on 07 Sep 24, 12:00 AM
very high risk
flexi cap
equity
28.94%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
21.59%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Sundaram Flexi Cap Fund Growth scheme from Sundaram Asset Management Company Ltd. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Sep 2022, Sundaram Flexi Cap Fund Growth is Flexi Cap fund of its category with 2,186.27 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
HDFC Bank Ltd
7.80%
Reliance Industries Ltd
6.27%
ICICI Bank Ltd
5.45%
Infosys Ltd
4.91%
Larsen & Toubro Ltd
3.53%
Bharti Airtel Ltd
2.91%
State Bank of India
2.86%
InterGlobe Aviation Ltd
2.60%
ITC Ltd
2.49%
Triveni Turbine Ltd
2.47%
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
18.2%
very high risk | equity
26.6%
very high risk | equity
15.7%