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
₹11.05
-1.43%
NAV as on 03 Oct 24, 12:00 AM
very high risk
dynamic asset allocation
hybrid (c)
NAV as on 03 Oct 24, 12:00 AM
very high risk
dynamic asset allocation
hybrid (c)
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
11.90%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Helios Balanced Advantage Fund Growth scheme from Helios Capital Asset Management (India) Private Limited. It is a Dynamic Asset Allocation mutual fund scheme that predominantly invests in Dynamic Asset Allocation stocks of companies. Launched on Mar 2024, Helios Balanced Advantage Fund Growth is Dynamic Asset Allocation fund of its category with 231.9 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Asset Allocation funds.
The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives.
HDFC Bank Ltd
8.55%
Future on Hindustan Unilever Ltd
5.21%
Hindustan Unilever Ltd
5.18%
ICICI Bank Ltd
4.13%
Tata Consultancy Services Ltd
3.81%
Future on Aditya Birla Fashion and Retail Ltd
3.66%
Aditya Birla Fashion and Retail Ltd
3.63%
Reliance Industries Ltd
3.58%
Future on Kotak Mahindra Bank Ltd
3.34%
Kotak Mahindra Bank Ltd
3.32%
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 | hybrid (nc)
22.3%
very high risk | equity
11.8%
very high risk | hybrid (nc)
12.6%