NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Taurus Flexi Cap Fund - Growth for NRI [234.09]

Min Investment

500

Fund Size

370.89 Cr

Expense Ratio

2.6%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

234.09

-1.14%

NAV as on 17 Dec 24, 12:00 AM

very high risk

flexi cap

equity

NAV as on 17 Dec 24, 12:00 AM

very high risk

flexi cap

equity

21.20%p.a.

Last 1Y

17.53%p.a.

Last 3Y

15.80%p.a.

Last 5Y

10.70%p.a.

Since Inception

About Taurus Flexi Cap Fund - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Taurus Flexi Cap Fund - Growth scheme from Taurus Asset Management Company Limited. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Jan 1994, Taurus Flexi Cap Fund - Growth is Flexi Cap fund of its category with 370.89 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.

  • Taurus Flexi Cap Fund - Growth delivered 21.2% annual returns during the last year. It has delivered 10.7% average annual returns since the fund was launched.
  • Taurus Flexi Cap Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

To provide long - term capital appreciation. Emphasis will be on sharing growth through appreciation as well as on distribution of income by way of dividend.

Top 10 Holdings

HDFC Bank Ltd

9.89%

HCL Technologies Ltd

5.62%

ITC Ltd

4.89%

Mahindra & Mahindra Ltd

4.88%

Infosys Ltd

4.43%

Axis Bank Ltd

4.42%

Coal India Ltd

4.16%

ICICI Bank Ltd

3.58%

State Bank of India

3.00%

Computer Age Management Services Ltd Ordinary Shares

2.91%

Fund Managers

  1. Anuj Kapil (Jun 2023 - Present)

Key Information

View Scheme Document

Taurus Flexi Cap Fund - Growth SIP Calculator

If invested

5,000

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 Taurus Flexi Cap Fund - Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Taurus Flexi Cap Fund - Growth?

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 Taurus Flexi Cap Fund - Growth
  • 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

Frequently Asked Questions