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
₹14.05
-2.23%
NAV as on 03 Oct 24, 12:00 AM
very high risk
flexi cap
equity
NAV as on 03 Oct 24, 12:00 AM
very high risk
flexi cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
43.10%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Helios Flexi Cap Fund Growth scheme from Helios Capital Asset Management (India) Private Limited. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Nov 2023, Helios Flexi Cap Fund Growth is Flexi Cap fund of its category with 1,907.43 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.
To generate long-term capital appreciation by investing predominantly in equity & equity related instruments across market capitalization. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
HDFC Bank Ltd
8.30%
ICICI Bank Ltd
6.95%
Zomato Ltd
4.36%
Reliance Industries Ltd
4.25%
State Bank of India
4.08%
Tata Consultancy Services Ltd
3.43%
Varun Beverages Ltd
3.08%
Axis Bank Ltd
2.97%
Adani Ports & Special Economic Zone Ltd
2.91%
Bharti Airtel Ltd
2.80%
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
17.9%
very high risk | equity
25.1%
very high risk | equity
16.5%