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
₹343.61
-0.97%
NAV as on 05 Oct 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 05 Oct 24, 12:00 AM
very high risk
large & mid cap
equity
41.38%p.a.
Last 1Y
21.44%p.a.
Last 3Y
24.32%p.a.
Last 5Y
19.44%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Equity Opportunities Fund Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Large & Mid- Cap mutual fund scheme that predominantly invests in Large & Mid- Cap stocks of companies. Launched on Sep 2004, Kotak Equity Opportunities Fund Growth is Large & Mid- Cap fund of its category with 25,292.75 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid- Cap funds.
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The scheme will invest predominantly in a mix of large and mid cap stocks from various sectors, which look promising, based on the growth pattern in the economy. There is no assurance that the investment objective of the scheme will be achieved.
HDFC Bank Ltd
5.18%
State Bank of India
3.55%
Zomato Ltd
3.45%
Bharat Electronics Ltd
3.31%
ICICI Bank Ltd
3.16%
Infosys Ltd
2.92%
Axis Bank Ltd
2.88%
Reliance Industries Ltd
2.86%
Larsen & Toubro Ltd
2.71%
Bharat Forge Ltd
2.70%
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
16.2%
very high risk | equity
20.2%
very high risk | equity
16.9%