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
₹11.78
-0.01%
NAV as on 19 Nov 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
NAV as on 19 Nov 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
8.53%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.36%p.a.
Since Inception
About DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the DSP Nifty SDL Plus G-Sec Jun 2028 30:70 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 Mar 2022, DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund Growth is Index Funds - Fixed Income fund of its category with 2,213.15 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
- DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund Growth delivered 8.5% annual returns during the last year. It has delivered 6.4% average annual returns since the fund was launched.
- DSP Nifty SDL Plus G-Sec Jun 2028 30:70 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 Nifty SDL Plus G-Sec Jun 2028 30:70 Index by investing in Government Securities (G-Sec) and SDLs, maturing on or before June 2028 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
8.28% Govt Stock 2027
22.24%
7.17% Govt Stock 2028
17.55%
8.6% Govt Stock 2028
12.06%
8.26% Govt Stock 2027
10.30%
7.06% Govt Stock 2028
6.41%
08.25 GJ Sdl 2028
5.17%
08.15 Tn SDL 2028
3.50%
08.05 GJ Sdl 2028
3.19%
06.98 MH Sdl 2028
2.34%
08.19 GJ Sdl 2028
1.92%
Fund Managers
- Laukik Bagwe (Mar 2022 - Present)
- Shantanu Godambe (Jul 2023 - Present)
Key Information
View Scheme Document
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 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 DSP Nifty SDL Plus G-Sec Jun 2028 30:70 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 Nifty SDL Plus G-Sec Jun 2028 30:70 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
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Frequently Asked Questions
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