SBI International Access - US Equity FOF - Regular Plan - Growth
Scheme Objective
The scheme seeks to provide long term capital appreciation by investing in units of one or more mutual fund schemes / ETF, which are domiciled overseas and predominantly invest in US markets.
Scheme Details
- Fund manager(s) – Mohit Jain
- Launch date – 22-Mar-2021
- Expense ratio – 1.85% as declared on 31-Aug-2021 (category average is 1.28%)
- Benchmark - Nifty 50
- Min SIP amount - ₹500
- Min investment amount (one time- first time) - ₹5000
- Min investment amount (addtional purchase) - ₹1000
- Type : Open Ended Fund. You can invest any time in this fund.
Exit Load
SBI International Access - US Equity FOF - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Tax Rate
If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.
Contact Details
Tel no.: 9954952328
