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
₹11.75
0.02%
NAV as on 17 Nov 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
NAV as on 17 Nov 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
8.07%p.a.
Last 1Y
5.44%p.a.
Last 3Y
0.00%p.a.
Last 5Y
5.25%p.a.
Since Inception
About Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Sep 2021, Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Growth is Index Funds - Fixed Income fund of its category with 9,814.21 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
- Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Growth delivered 8.1% annual returns during the last year. It has delivered 5.3% average annual returns since the fund was launched.
- Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The investment objective of the scheme is to track the Nifty SDL Plus PSU Bond Sep 2026 60:40 Index by investing in PSU Bonds and SDLs, maturing on or before September 2026, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Top 10 Holdings
National Bank For Agriculture And Rural Development
7.38%
07.49 GJ Sgs 2026
4.48%
07.84 Tn SDL 2026
4.39%
06.24 MH Sdl 2026
3.94%
07.37 MH Sdl 2026
3.87%
Small Industries Development Bank Of India
3.15%
Power Finance Corporation Limited
3.03%
08.07 KL Sdl 2026
2.85%
Rural Electrification Corporation Limited
2.39%
07.85 AP Sdl 2026
2.30%
Fund Managers
- Mohit Sharma (Sep 2021 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Growth
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 |
How can NRIs invest in Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Growth?
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:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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