NRI from all over the world (including 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
₹626.15
0.06%
NAV as on 04 Nov 24, 12:00 AM
moderate risk
low duration
debt
NAV as on 04 Nov 24, 12:00 AM
moderate risk
low duration
debt
7.17%p.a.
Last 1Y
5.86%p.a.
Last 3Y
5.81%p.a.
Last 5Y
7.17%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Low Duration Plan Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Low Duration mutual fund scheme that predominantly invests in Low Duration stocks of companies. Launched on May 1998, Aditya Birla Sun Life Low Duration Plan Growth is Low Duration fund of its category with 10,970.84 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Low Duration funds.
The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.
National Housing Bank
3.65%
7.38% Govt Stock 2027
2.85%
Bharti Telecom Limited
2.83%
National Bank For Agriculture And Rural Development
2.82%
National Housing Bank
2.74%
5.63% Govt Stock 2026
2.47%
Power Finance Corporation Limited
2.41%
National Bank For Agriculture And Rural Development
2.30%
Govt Stock 22092033
2.25%
Belstar Microfinance Limited
2.06%
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
moderate risk | debt
6.2%
moderate risk | debt
5.8%