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
₹520.83
-0.54%
NAV as on 11 Nov 24, 12:00 AM
very high risk
equity other
equity
NAV as on 11 Nov 24, 12:00 AM
very high risk
equity other
equity
29.56%p.a.
Last 1Y
12.65%p.a.
Last 3Y
20.19%p.a.
Last 5Y
16.54%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 3,329.71 Cr fund under management as on Nov 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.
Tata Consultancy Services Ltd
5.48%
Hindustan Unilever Ltd
5.06%
HCL Technologies Ltd
3.95%
Cummins India Ltd
2.99%
Siemens Ltd
2.74%
SRF Ltd
2.73%
UltraTech Cement Ltd
2.41%
Dr Reddy's Laboratories Ltd
2.39%
Alkem Laboratories Ltd
2.17%
Cipla Ltd
2.16%
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
23.1%
very high risk | equity
0.0%
very high risk | equity
20.0%