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
₹10.72
0.15%
NAV as on 05 Oct 24, 12:00 AM
low risk
arbitrage fund
equity
NAV as on 05 Oct 24, 12:00 AM
low risk
arbitrage fund
equity
6.66%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.75%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Arbitrage Fund Growth scheme from Bajaj Finserv Asset Management Limited. It is a Arbitrage Fund mutual fund scheme that predominantly invests in Arbitrage Fund stocks of companies. Launched on Sep 2023, Bajaj Finserv Arbitrage Fund Growth is Arbitrage Fund fund of its category with 762.47 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Arbitrage Fund funds.
The investment objective of the Scheme is to seek to generate returns by investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments.
Bajaj Finserv Liquid Dir Gr
23.76%
Hdfc Bank Limited September 2024 Future
4.71%
HDFC Bank Ltd
4.69%
Itc Limited September 2024 Future
2.72%
ITC Ltd
2.71%
Hindustan Aeronautics Limited September 2024 Future
2.69%
Hindustan Aeronautics Ltd Ordinary Shares
2.67%
Oracle Financial Services Software Limited September 2024 Future
2.60%
Oracle Financial Services Software Ltd
2.59%
Reliance Industries Limited September 2024 Future
2.35%
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
low risk | equity
6.2%
low risk | equity
6.3%
low risk | equity
6.0%