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
₹1383.50
-1.15%
NAV as on 07 Sep 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 07 Sep 24, 12:00 AM
very high risk
mid cap
equity
51.44%p.a.
Last 1Y
25.24%p.a.
Last 3Y
26.97%p.a.
Last 5Y
25.01%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Sundaram Mid Cap Growth scheme from Sundaram Asset Management Company Ltd. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Jul 2002, Sundaram Mid Cap Growth is Mid-Cap fund of its category with 12,465.38 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Kalyan Jewellers India Ltd
3.86%
Cummins India Ltd
3.83%
The Federal Bank Ltd
3.23%
Tube Investments of India Ltd Ordinary Shares
3.22%
Trent Ltd
2.92%
Power Finance Corp Ltd
2.44%
Coromandel International Ltd
2.37%
Indian Bank
2.19%
Lupin Ltd
2.13%
Oberoi Realty Ltd
2.08%
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
29.3%
very high risk | equity
23.6%
very high risk | equity
27.8%