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
₹345.60
-1.22%
NAV as on 05 Oct 24, 12:00 AM
very high risk
equity consumption
equity
NAV as on 05 Oct 24, 12:00 AM
very high risk
equity consumption
equity
44.04%p.a.
Last 1Y
27.34%p.a.
Last 3Y
25.14%p.a.
Last 5Y
18.08%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the SBI Consumption Opportunities Fund Plan Growth scheme from SBI Funds Management Ltd. It is a Equity - Consumption mutual fund scheme that predominantly invests in Equity - Consumption stocks of companies. Launched on Jan 2013, SBI Consumption Opportunities Fund Plan Growth is Equity - Consumption fund of its category with 2,853.9 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Consumption funds.
To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.
Ganesha Ecosphere Ltd
6.43%
Bharti Airtel Ltd
5.12%
Jubilant Foodworks Ltd
4.19%
United Breweries Ltd
3.37%
ITC Ltd
3.34%
Hindustan Unilever Ltd
3.11%
Whirlpool of India Ltd
2.98%
Colgate-Palmolive (India) Ltd
2.93%
Mahindra & Mahindra Ltd
2.90%
Britannia Industries Ltd
2.71%
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
18.6%
very high risk | equity
22.6%
very high risk | equity
23.4%