Your Mutual Fund Portfolio
⚠ PFIC Tax Warning
These funds may require Form 8621 PFIC filings for US investors, resulting
in complex reporting and potential tax penalties.
Total Mutual Fund Value
₹70,20,000
Selected for exit: ₹70,20,000
Axis Bluechip Fund
Axis Mutual Fund
₹12,50,000
13.6%
ICICI Prudential Value Discovery
ICICI Prudential
₹9,80,000
13.9%
Mirae Asset Large Cap Fund
Mirae Asset
₹14,50,000
14.2%
Kotak Emerging Equity Fund
Kotak Mahindra
₹13,20,000
7.7%
SBI Small Cap Fund
SBI Mutual Fund
₹8,70,000
14.5%
HDFC Mid-Cap Opportunities
HDFC Mutual Fund
₹11,50,000
8%
Your Mutual Fund Portfolio
These funds are classified as PFIC for US tax purposes.
⚠ PFIC Tax Warning
These funds may require Form 8621 PFIC filings for US investors, resulting in complex reporting and potential tax penalties.
Total Mutual Fund Value
₹70,20,000
Selected for exit: ₹70,20,000
Axis Bluechip Fund
Axis Mutual Fund
₹12,50,000
13.6%
ICICI Prudential Value Discovery
ICICI Prudential
₹9,80,000
13.9%
Mirae Asset Large Cap Fund
Mirae Asset
₹14,50,000
14.2%
Kotak Emerging Equity Fund
Kotak Mahindra
₹13,20,000
7.7%
SBI Small Cap Fund
SBI Mutual Fund
₹8,70,000
14.5%
HDFC Mid-Cap Opportunities
HDFC Mutual Fund
₹11,50,000
8%
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