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
₹234.23
-0.09%
NAV as on 18 Dec 24, 12:00 AM
very high risk
index funds
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
index funds
equity
10.92%p.a.
Last 1Y
11.85%p.a.
Last 3Y
13.89%p.a.
Last 5Y
15.57%p.a.
Since Inception
About Tata BSE Sensex Index Fund Plan for NRIs
NRIs can achieve long-term capital appreciation by investing in the Tata BSE Sensex Index Fund Plan scheme from Tata Asset Management Limited. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Feb 2003, Tata BSE Sensex Index Fund Plan is Index Funds fund of its category with 368.49 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
- Tata BSE Sensex Index Fund Plan delivered 10.9% annual returns during the last year. It has delivered 15.6% average annual returns since the fund was launched.
- Tata BSE Sensex Index Fund Plan scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the Scheme is to reflect/mirror the market returns with a minimum tracking error. The scheme does not assure or guarantee any returns.
Top 10 Holdings
HDFC Bank Ltd
14.74%
ICICI Bank Ltd
9.96%
Reliance Industries Ltd
9.51%
Infosys Ltd
7.30%
ITC Ltd
4.80%
Larsen & Toubro Ltd
4.73%
Bharti Airtel Ltd
4.73%
Tata Consultancy Services Ltd
4.71%
Axis Bank Ltd
3.52%
State Bank of India
3.50%
Fund Managers
- Kapil Menon (Apr 2024 - Present)
- Rakesh Prajapati (Dec 2024 - Present)
Key Information
View Scheme Document
Tata BSE Sensex Index Fund Plan SIP Calculator
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
NRI Mutual Fund Tax on Tata BSE Sensex Index Fund Plan
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 |
How can NRIs invest in Tata BSE Sensex Index Fund Plan?
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:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata BSE Sensex Index Fund Plan
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
UTI Nifty 50 Index Fund Plan Growth
very high risk | equity
12.7%
HDFC Nifty 50 Index Fund
very high risk | equity
12.6%
ICICI Prudential Nifty 50 Index Plan Growth
very high risk | equity
12.5%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved