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
₹12.17
-1.75%
NAV as on 13 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 13 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
25.13%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Whiteoak Capital Large & Mid Cap Fund Growth scheme from WhiteOak Capital Asset Management Limited. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Dec 2023, Whiteoak Capital Large & Mid Cap Fund Growth is Large & Mid-Cap fund of its category with 1,517.27 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
ICICI Bank Ltd
5.57%
HDFC Bank Ltd
5.33%
ICICI Securities Ltd
2.69%
Zomato Ltd
2.58%
Nestle India Ltd
2.20%
Reliance Industries Ltd
2.18%
Persistent Systems Ltd
1.88%
Bharti Airtel Ltd
1.77%
Trent Ltd
1.67%
Motilal Oswal Financial Services Ltd
1.65%
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
11.3%
very high risk | equity
16.2%
very high risk | equity
17.3%