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
₹19.65
1.21%
NAV as on 06 Nov 24, 12:00 AM
very high risk
retirement
equity
NAV as on 06 Nov 24, 12:00 AM
very high risk
retirement
equity
34.30%p.a.
Last 1Y
13.00%p.a.
Last 3Y
13.96%p.a.
Last 5Y
12.46%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Retirement Fund - The 30s Pln Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Retirement mutual fund scheme that predominantly invests in Retirement stocks of companies. Launched on Mar 2019, Aditya Birla Sun Life Retirement Fund - The 30s Pln Growth is Retirement fund of its category with 422.95 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Retirement funds.
The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
ICICI Bank Ltd
6.49%
HDFC Bank Ltd
5.92%
Infosys Ltd
4.80%
Reliance Industries Ltd
4.62%
Larsen & Toubro Ltd
3.96%
Brigade Enterprises Ltd
3.41%
UltraTech Cement Ltd
3.41%
Sun Pharmaceuticals Industries Ltd
3.11%
NTPC Ltd
2.88%
Bharti Hexacom Ltd
2.84%
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
19.9%
very high risk | equity
16.8%
very high risk | equity
15.9%