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
₹18.51
0.76%
NAV as on 02 Dec 24, 12:00 AM
very high risk
value
equity
NAV as on 02 Dec 24, 12:00 AM
very high risk
value
equity
38.03%p.a.
Last 1Y
21.50%p.a.
Last 3Y
0.00%p.a.
Last 5Y
21.00%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Axis Value Fund Growth scheme from Axis Asset Management Company Limited. It is a Value mutual fund scheme that predominantly invests in Value stocks of companies. Launched on Sep 2021, Axis Value Fund Growth is Value fund of its category with 749.48 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Value funds.
To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy. However, there can be no assurance that the investment objective of the Scheme will be achieved.
HDFC Bank Ltd
5.16%
ICICI Bank Ltd
5.10%
Infosys Ltd
3.31%
Reliance Industries Ltd
3.29%
Anant Raj Ltd
3.01%
Bharti Airtel Ltd
2.73%
NTPC Ltd
2.50%
State Bank of India
2.47%
Mahindra & Mahindra Ltd
2.40%
Larsen & Toubro Ltd
2.30%
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
23.4%
very high risk | equity
19.1%
very high risk | equity
21.5%