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

INVEST VIA NRE/NRO

DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund Growth for NRI [11.76]

Min Investment

100

Fund Size

376.28 Cr

Expense Ratio

0.4%

Exit Load

0%

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

11.76

0.12%

NAV as on 18 Dec 24, 12:00 AM

moderate risk

index funds fixed income

debt

NAV as on 18 Dec 24, 12:00 AM

moderate risk

index funds fixed income

debt

9.80%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

8.76%p.a.

Since Inception

About DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund Growth scheme from DSP Asset Managers Private Limited. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Jan 2023, DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund Growth is Index Funds - Fixed Income fund of its category with 376.28 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.

  • DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund Growth delivered 9.8% annual returns during the last year. It has delivered 8.8% average annual returns since the fund was launched.
  • DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund 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 CRISIL SDL Plus GSec Apr 2033 50:50 Index by investing in Government Securities (G-Sec) and SDLs, maturing on or before April, 2033 and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index, subject to tracking error. However, there is no assurance that the objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Top 10 Holdings

7.26% Govt Stock 2032

42.34%

07.74 MH Sgs 2033

9.27%

07.64 MH Sgs 2033

9.23%

07.70 MH Sgs 2033

7.66%

07.81 GJ Sgs 2032

6.96%

7.26% Govt Stock 2033

3.62%

8.32% Govt Stock 2032

3.16%

07.65 GJ Sgs 2033

2.80%

07.68 GJ Sdl 2033

2.78%

07.71 GJ Sgs 2033

2.53%

Fund Managers

  1. Laukik Bagwe (Jan 2023 - Present)
  2. Shantanu Godambe (Jul 2023 - Present)

Key Information

View Scheme Document

DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund 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 DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund 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 DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund 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 DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund 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