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
₹10.91
0.05%
NAV as on 16 Dec 24, 12:00 AM
very high risk
other bond
debt
NAV as on 16 Dec 24, 12:00 AM
very high risk
other bond
debt
4.23%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
8.05%p.a.
Since Inception
About Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FoF Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FoF Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Other Bond mutual fund scheme that predominantly invests in Other Bond stocks of companies. Launched on Nov 2023, Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FoF Growth is Other Bond fund of its category with 185.42 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Other Bond funds.
- Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FoF Growth delivered 4.2% annual returns during the last year. It has delivered 8.1% average annual returns since the fund was launched.
- Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FoF 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 generate returns that are in line with the performance of units of ETFs focused on US Treasury Bonds having maturity between 3-10 Years. The Scheme does not guarantee/indicate any returns. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Top 2 Holdings
iShares $ Treasury Bd 3-7y ETF USD Acc
73.13%
iShares $ Treasury Bd 7-10y ETF USD Acc
26.30%
Fund Managers
- Bhupesh Bameta (Nov 2023 - Present)
- Vighnesh Gupta (Nov 2023 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FoF Growth SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs FoF 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 US Treasury 3-10 Year Bond ETFs FoF 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 US Treasury 3-10 Year Bond ETFs FoF 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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