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
₹106.90
-3.21%
NAV as on 16 Jan 25, 12:00 AM
very high risk
flexi cap
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
flexi cap
equity
18.62%p.a.
Last 1Y
16.74%p.a.
Last 3Y
15.07%p.a.
Last 5Y
13.74%p.a.
Since Inception
About Taurus Flexi Cap Fund - Reinvestment of Income Distribution cum capital withdrawal for NRIs
NRIs can achieve long-term capital appreciation by investing in the Taurus Flexi Cap Fund - Reinvestment of Income Distribution cum capital withdrawal 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 2009, Taurus Flexi Cap Fund - Reinvestment of Income Distribution cum capital withdrawal is Flexi Cap fund of its category with 370.89 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.
- Taurus Flexi Cap Fund - Reinvestment of Income Distribution cum capital withdrawal delivered 18.6% annual returns during the last year. It has delivered 13.7% average annual returns since the fund was launched.
- Taurus Flexi Cap Fund - Reinvestment of Income Distribution cum capital withdrawal 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
10.15%
HCL Technologies Ltd
5.82%
Mahindra & Mahindra Ltd
5.27%
ITC Ltd
4.73%
Infosys Ltd
4.64%
ICICI Bank Ltd
4.08%
Axis Bank Ltd
3.84%
Coal India Ltd
3.28%
Computer Age Management Services Ltd Ordinary Shares
3.20%
State Bank of India
3.03%
Fund Managers
- Anuj Kapil (Jun 2023 - Present)
Key Information
View Scheme Document
Taurus Flexi Cap Fund - Reinvestment of Income Distribution cum capital withdrawal SIP Calculator
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NRI Mutual Fund Tax on Taurus Flexi Cap Fund - Reinvestment of Income Distribution cum capital withdrawal
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 Taurus Flexi Cap Fund - Reinvestment of Income Distribution cum capital withdrawal?
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 - Reinvestment of Income Distribution cum capital withdrawal
- 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
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