NRI from all over the world (excluding 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
₹10.14
-0.07%
NAV as on 20 Jan 25, 12:00 AM
low to moderate risk
low duration
debt
NAV as on 20 Jan 25, 12:00 AM
low to moderate risk
low duration
debt
6.72%p.a.
Last 1Y
5.87%p.a.
Last 3Y
5.43%p.a.
Last 5Y
5.15%p.a.
Since Inception
About Bandhan Low Duration Fund Plan Monthly Payout of Income Distribution cum cptl Wdrl opt for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bandhan Low Duration Fund Plan Monthly Payout of Income Distribution cum cptl Wdrl opt scheme from Bandhan Asset Management Company Limited. It is a Low Duration mutual fund scheme that predominantly invests in Low Duration stocks of companies. Launched on Jan 2006, Bandhan Low Duration Fund Plan Monthly Payout of Income Distribution cum cptl Wdrl opt is Low Duration fund of its category with 5,621.81 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Low Duration funds.
- Bandhan Low Duration Fund Plan Monthly Payout of Income Distribution cum cptl Wdrl opt delivered 6.7% annual returns during the last year. It has delivered 5.2% average annual returns since the fund was launched.
- Bandhan Low Duration Fund Plan Monthly Payout of Income Distribution cum cptl Wdrl opt scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The Scheme seeks to offer an investment avenue for short term savings by looking to generate returns commensurate with a low risk strategy from a portfolio that is invested in debt and money market securities such that the Macaulay duration of the portfolio is between 6 months and 12 months.
Top 10 Holdings
Axis Bank Ltd.
8.20%
Bajaj Housing Finance Limited
5.31%
08.30 RJ Sdl 2026
4.46%
Power Finance Corporation Limited
3.79%
Bajaj Housing Finance Limited
3.71%
HDFC Bank Limited
3.55%
08.32 Up SDL 2029
2.22%
HDFC Bank Limited
2.11%
Cholamandalam Investment And Finance Company Limited
2.04%
08.52 Ts SDL 2026
1.89%
Fund Managers
- Harshal Joshi (Jul 2021 - Present)
- Brijesh Shah (Jun 2024 - Present)
Key Information
View Scheme Document
Bandhan Low Duration Fund Plan Monthly Payout of Income Distribution cum cptl Wdrl opt SIP Calculator
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
NRI Mutual Fund Tax on Bandhan Low Duration Fund Plan Monthly Payout of Income Distribution cum cptl Wdrl opt
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 Bandhan Low Duration Fund Plan Monthly Payout of Income Distribution cum cptl Wdrl opt?
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 Bandhan Low Duration Fund Plan Monthly Payout of Income Distribution cum cptl Wdrl opt
- 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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