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
₹11.52
0.03%
NAV as on 05 Sep 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
NAV as on 05 Sep 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
8.02%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.78%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Growth scheme from Edelweiss Asset Management Limited. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Oct 2022, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Growth is Index Funds - Fixed Income fund of its category with 94.23 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
The investment objective of the scheme is to replicate CRISIL IBX 50:50 Gilt Plus SDL Index – June 2027 by investing in Indian Government Bonds and SDLs, maturing on or before June 30, 2027, subject to tracking errors.
7.38% Govt Stock 2027
53.42%
07.16 Tn SDL 2027
15.91%
07.71 GJ Sdl 2027
10.74%
07.52 Tn SDL 2027
5.35%
07.51 MH Sdl 2027
5.35%
07.52 Up SDL 2027
5.35%
07.67 Up SDL 2027
2.15%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
low to moderate risk | debt
0.0%
low to moderate risk | debt
5.1%
low to moderate risk | debt
5.0%