NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Canara Robeco Dynamic Bond Fund Plan Growth for NRI [28.12]

Min Investment

5,000

Fund Size

119.49 Cr

Expense Ratio

1.8%

Exit Load

0%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

28.12

-0.33%

NAV as on 17 Nov 24, 12:00 AM

moderate risk

dynamic bond

debt

NAV as on 17 Nov 24, 12:00 AM

moderate risk

dynamic bond

debt

8.22%p.a.

Last 1Y

5.04%p.a.

Last 3Y

5.17%p.a.

Last 5Y

6.95%p.a.

Since Inception

About Canara Robeco Dynamic Bond Fund Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Canara Robeco Dynamic Bond Fund Plan Growth scheme from Canara Robeco Asset Management Co. Ltd.. It is a Dynamic Bond mutual fund scheme that predominantly invests in Dynamic Bond stocks of companies. Launched on May 2009, Canara Robeco Dynamic Bond Fund Plan Growth is Dynamic Bond fund of its category with 119.49 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Bond funds.

  • Canara Robeco Dynamic Bond Fund Plan Growth delivered 8.2% annual returns during the last year. It has delivered 7.0% average annual returns since the fund was launched.
  • Canara Robeco Dynamic Bond Fund Plan 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 objective of the Fund is to seek to generate income from a portfolio of debt and money market securities. However, there can be no assurance that the investment objective of the scheme will be realized and the Fund does not assure or guarantee any returns.

Top 10 Holdings

7.34% Govt Stock 2064

34.09%

7.30 Goi 19062053

23.07%

07.18 Goi 24072037

19.91%

6.79 Goi 2034

12.54%

7.38% Govt Stock 2027

2.12%

7.26 Govt Stock 22082032

0.77%

7.17% Govt Stock 2030

0.61%

CORPORATE DEBT MARKET DEVELOPMENT FUND CLASS A2

0.25%

6.68% Govt Stock 2031

0.19%

7.10%Goi 08/04/2034

0.05%

Fund Managers

  1. Avnish Jain (Apr 2022 - Present)
  2. Kunal Jain (Jul 2022 - Present)

Key Information

View Scheme Document

Canara Robeco Dynamic Bond Fund Plan Growth SIP Calculator

If invested

5,000

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 Canara Robeco Dynamic Bond Fund Plan Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Canara Robeco Dynamic Bond Fund Plan 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 Canara Robeco Dynamic Bond Fund Plan 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

Frequently Asked Questions