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
₹471.03
-0.19%
NAV as on 30 Apr 24, 12:00 AM
very high risk
equity other
equity
NAV as on 30 Apr 24, 12:00 AM
very high risk
equity other
equity
31.97%p.a.
Last 1Y
17.78%p.a.
Last 3Y
18.43%p.a.
Last 5Y
16.38%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Tata Ethical Fund Growth scheme from Tata Asset Management Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on May 1996, Tata Ethical Fund Growth is Equity - Other fund of its category with 2,370.48 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
To provide medium to long- term capital gains by investing in Shariah compliant equity and equity related instruments of well-researched value and growth - oriented companies. Tata Ethical Fund aims to generate medium to long term capital growth by investing in equity and equity related instruments of shariah compliant companies.
Infosys Ltd
6.60%
Tata Consultancy Services Ltd
5.93%
Hindustan Unilever Ltd
4.19%
HCL Technologies Ltd
3.92%
Cummins India Ltd
3.32%
Siemens Ltd
3.20%
Ambuja Cements Ltd
2.79%
Bharat Heavy Electricals Ltd
2.45%
Havells India Ltd
2.12%
Biocon Ltd
2.12%
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
31.1%
very high risk | equity
25.9%
very high risk | equity
13.3%